List contacts, relationship evidence, scores, activity records, workflows, reports and integrations. Distinguish information stored in your CRM from records held only by the provider.
Ask about export formats, fields, limits, fees, notice periods and the available export window. Derived data can still be stored and exportable; portability depends on rights and implementation. Do not presume Introhive's terms without the current agreement.
Use the same target accounts to compare identities, relevant paths and execution. Validate connectors rather than assuming score labels are interchangeable. Confirm source history, implementation effort and security requirements.
Choose a cutover based on tested readiness. Maintain parallel operation where necessary and permitted, without duplicating external requests. Update applicable notices and processor arrangements, revoke old access and confirm deletion obligations.
If considering Orbb, compare the specific research and operating scope with the capabilities you use today. Avoid adopting a replacement solely because it offers a different category label or a more attractive demo.