Relationship research looks for evidence connecting people and possible access paths. Deal engagement examines interactions within opportunities. Activity capture records events and communications. Scheduling coordinates availability.
These categories overlap; a provider may use several sources for multiple purposes. Ask what the proposed configuration does rather than assuming one category reads only metadata or never sees calls.
Use a real account and ask what changed because of the analysis. Did it reveal a plausible connector, expose a stakeholder gap, improve record completeness or help schedule an interested buyer?
An automated activity count does not establish relationship strength or buying intent.
Identify fields, content access, participants, purposes, retention and who can see results. Read-only access can still process sensitive information. Tell affected employees about the applicable use and follow the deployment's privacy requirements.
For Orbb, verify current integrations and permissions directly. The relevant value is turning appropriate relationship evidence into useful account work, not claiming that one data source or category is inherently risk-free.