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Blog title card with title: "From insight to impact: Scale hyper-targeted personalization with Common Room's customer journey graph"
Blog
Product
Mar 18th, 2025

From insight to impact: Scale hyper-targeted personalization with Common Room's customer journey graph

TL;DR

The customer journey doesn’t start inside the four walls of your organization. It starts “out there.”

When a company shifts its business strategy. When an exec tasks their team with hitting an aggressive growth target. When a buyer starts searching for a solution.

Pieces of it live in your internal systems. The rest is spread across digital channels your data teams are blind to.

Both present problems for the enterprise.

Internal data is siloed across multiple disconnected systems, from CDWs to CDPs to CRMs to MAPs. This creates accessibility, visibility, and actionability gaps.

External data is siloed across an entire universe of point solutions—if it’s captured at all. Just ask the enablement teams trying to teach reps how to hunt down strategic insights from 10-Ks, job postings, and podcast interviews while still hitting quota.

And through it all, Ops is asked to fill in the blanks, often via data scraping and enrichment vendor negotiations.

Most of the Ops leaders we talk to are seasoned pros at stitching together disparate data and signals within siloed systems. But unifying internal and external data is a huge headache.

Orchestrating and activating this data—whether it’s automating campaigns or feeding leads to reps at the right time—is even worse.

The CEO of an enterprise company recently told us that he couldn’t believe how painfully manual the process was after one of his Ops leaders walked him through it.

Cobble together data from Tableau (which pulls from Snowflake), Salesforce Marketing Cloud, LinkedIn Sales Navigator, and 6sense. Plug it into a spreadsheet. Upload a CSV to ZoomInfo. Paste email addresses and phone numbers into an email sequencer and dialer. Repeat.

It takes his teams a minimum of eight tools to get a single sales flow going, and they’re still missing key buyer insights.

With Common Room, they can automate the process from end to end in one platform and never miss a signal.

Our customer journey graph is how.

Customer journey graph

Common Room’s customer journey graph is a flexible, completely customizable data model that lets you capture, orchestrate, and activate all internal and external data in whatever way best fits your business model and motion—and automatically enhances all your data by enriching it with real-world datasets across unified contact and organization profiles—all in one place.

Think of it as made-to-order data infrastructure for go-to-market—molded to your internal data model and unified across first-, second-, and third-party data sources, minus the engineering overhead, manual data wrangling, and tool bloat.

It’s what allows Common Room to build the most informed AI agent on the market—and what allows your GTM teams to take action on prospects and customers fast, with full context.

With our customer journey graph, you can:

  • Access, arrange, and action on every insight from your internal systems right alongside AI-captured data and signals that you can’t get anywhere else.
  • Serve up prioritized leads and accounts to reps in an actionable, fully configurable UI purpose-built for pipegen.
  • Deliver hyper-targeted personalization at scale with AI agents that augment rep workflows or automate outreach completely.
Grammarly quote

Bridging the enterprise activation gap: Why data unification is only part of the problem

Common Room works with global enterprises like Atlassian, Grammarly, HashiCorp, and many more to power product-led, sales-led, community-led, and commercial open-source growth engines across sales, marketing, and customer success.

We consult on best practices for acquisition, expansion, ABX, and AI-powered pipegen. We eliminate the technical complexity necessary to execute on data-driven sales at scale. And we simplify tech ecosystems, either by integrating with existing tooling or consolidating it.

And we do it all with the distinctive needs of the enterprise in mind, from strict data security, privacy, and compliance protocols to zero data retention policies with our AI model partners to fine-grained user permissions.

We’ve learned a lot from partnering with the enterprise. One of the biggest lessons by far is this: Data unification is a big problem—and data activation is an even bigger one.

Enterprise orgs ingest massive amounts of customer data every single day, from product usage to support tickets to sales opportunities.

Master data management tools, CDPs, and other technologies designed for IT and engineering help companies keep what’s in the data warehouse organized. What they don’t do is make that data actionable for customer-facing teams in the field.

CRMs are no help. They’re the de facto source of truth for most GTM teams, but they simply can’t keep up with complex, non-linear customer journeys.

They have rigid data architectures that force you to mold your data model to their legacy constraints. They struggle to marry marketing and sales data across different systems. And they have huge gaps in obvious signals relevant to sales teams, like people visiting the pricing page on your website.

Contact sprawl is the norm, with variations of the same person represented dozens of times inside a single CRM instance—and associated data and signals spread across multiple records. One of our customers told us that every time one of their users changed jobs, a new SFDC contact record was created, erasing all previous context.

Meanwhile, it’s near impossible to quickly extract insights from unstructured data, like Gong call recordings and G2 reviews, and turn them into practical outreach personalization.

But there’s an even bigger problem: Teams can’t take action in Salesforce. It’s more accessible than a CDP, but it’s no more actionable.

Custom objects filters

It’s the reason our customers are increasingly making Common Room their command center for both data unification and activation.

Our enterprise customers—and the Ops leaders architecting their revenue engines—know that data-driven sales is non-negotiable in today’s market.

They also know that unifying data is only one piece of the puzzle. Orchestrating and activating it—quickly and consistently—is the other.

Our customer journey graph isn’t helping them play catch-up—it’s helping them leapfrog the competition.

Action, not analysis: How Common Room’s customer journey graph makes every insight actionable

Lots of tools promise to paint a full picture of the buyer journey. This is the part that usually goes left unsaid: “As long as it fits our data architecture … and as long as you’re okay with anonymous, ambiguous insights.”

Not so with Common Room. We adapt to your unique data model, not the other way around. And we automate identity resolution and enrichment via real-world datasets.

Custom objects allow you to import, represent, and view the relationships between even the most granular data points from multiple sources in Common Room just as they exist in your internal systems. No need to transform data to fit an inflexible tool.

We then combine internal data with external data and tie it all to a single record, deanonymize and enrich data at both the contact and account level with on-the-ground insights from real people and real companies, and make this intelligence easily actionable for RevOps, reps, and AI agents.

Contact profile with custom objects enabled

Unlike legacy technologies with antiquated architectures, we built Common Room from the ground up to provide a person-first, cross-channel view of all data and signals across all data sources, constantly refreshed and tied to one unified profile.

Everything you need to provide customer-facing teams with a 360-degree view of the buyer journey is all in one place.

Just as importantly, everything you need to serve up prioritized prospects and execute on hyper-targeted plays is, too.

Here’s how it works:

Capture

Pipeline capture

Choose which objects and fields you want to import into Common Room and represent as custom objects. Think things like accounts, opportunities, cases, and campaigns pulled from your CRM and product activity and entitlements pulled from your data warehouse.

Once your first-party data is live in Common Room, it’s unified with auto-captured second- and third-party signals from across digital channels—like social engagements, open-source activity, community interactions, job changes, job listings, and news events—providing a complete picture of every person and organization.

Our data and signal capture agent, RoomieAI™ Capture, helps you go even deeper by auto-surfacing account insights from the public web—like earnings calls, 10-Ks, tech stack configurations, and more—based on your predefined priorities.

Orchestrate

Pipeline orchestration

Common Room’s AI-powered identity resolution and waterfall enrichment engine automatically reveals the contacts and accounts behind the data and signals, creates a unified profile for each, and serves up actionable intel, including job titles, work histories, contact information, and cross-channel activities.

Organize and display the insights you care about on every contact and org profile. Slice and dice key data points with easy-to-use filters and tags. And combine all available data to power contextual lead and account scoring and granular segmentation.

Then let reps in the field focus on the most high-value, high-intent accounts via a fully customizable UI tailored to their books of business.

Activate

Pipeline activation

All of this intelligence is deeply embedded in reps’ workflows—and can be used to power pipegen from end to end with AI.

Stay up to date on all buyer activity with real-time alerts and automated data syncs. Get granular account context and suggested next steps delivered via AI research. And action on contacts and accounts with one click using native integrations with leading sales execution platforms.

Or automate the process completely with intelligent workflows and auto-generated outbound created by Common Room’s data and signal activation agent, RoomieAI Activate. You can test, measure, and iterate at speed with out-of-the-box ROI reporting for every play.

Contact sales plays

Wins don’t happen in warehouses: How our enterprise customers power pipegen faster

Here are just a few of the ways our enterprise customers are unlocking new opportunities with Common Room’s customer journey graph:

Account expansionProduct cross-sells and upsellsAccount retentionOpportunity recoveryMicro-campaignsProduct adoption
Data and signal activation

Transform with a trusted partner

Today’s enterprises face the same challenges as every company.

Growth is harder. The economic environment demands efficiency. And the market is saturated with AI-powered competition.

The solution isn’t another data silo or dashboard.

It’s every insight—completely configurable and ready to action for revenue-generating teams.

Every enterprise wants to modernize. To drive more revenue, cut costs, and reduce risk.

Strengthening your data foundation is the first step. Activating it is the next.

Common Room helps you do both.

Contact your CSM to discuss how you can customize how your internal data is combined with Common Room's native data and signals.

Unlock the full potential of enterprise intelligence with Common Room

Get started for free or get in touch to see how Common Room’s AI-powered customer intelligence platform shows you who to target, when to engage, and how to convert.