HG Insights · RGI Fabric Overview

Feature by feature

Every comparison below is the same task, recorded on both platforms — and some of them Platform v2 simply cannot do.

01

Contact data

New in RGI Platform

Find the people who matter on every account without leaving your workflow — native contact discovery built into Sales Copilot.

Platform v2
Not available in Platform v2There is no equivalent for contact data — teams work around it manually today.
Not available — Platform v2 has no contact data
RGI Platform
Native contact discovery in Sales Copilot
02

Sales execution

New in RGI Platform

Turn insight into action in the tools your team already runs on, instead of exporting lists and hoping they get worked.

Platform v2
Not available in Platform v2There is no equivalent for sales execution — teams work around it manually today.
Not available — no execution layer in Platform v2
RGI Platform
Playbooks and integrations with Outreach, Gong, and Salesloft in Sales Copilot
03

Account scoring with first and third-party data

New in RGI Platform

Blend your own data with market signal to rank accounts on the criteria that actually predict revenue.

Platform v2
Not available in Platform v2There is no equivalent for account scoring with first and third-party data — teams work around it manually today.
Not available — scoring cannot combine your data in v2
RGI Platform
Available via Data Studio
04

AI scoring with Copilot

New in RGI Platform

AI-assisted scoring runs across every module, so prioritization is consistent wherever you work.

Platform v2
Not available in Platform v2There is no equivalent for ai scoring with copilot — teams work around it manually today.
Not available — no AI scoring in Platform v2
RGI Platform
AI scoring with Copilot, available in all RGI Platform modules
05

Market sizing

A single total market number is hard to plan against. See the market split into the segments you can actually go after.

Platform v2
Total market size only
RGI Platform
Market size broken down by TAM, SAM, and SOM
06

Competitive analysis

Stop assembling competitive views by hand — the analysis is built and kept current for you.

Platform v2
Platform v2 recordingCompetitive analysis GIF goes here
Manual process — built by hand in Platform v2
RGI Platform
Competitive Analysis dashboard in Market Analyzer
07

IT spend data

The same trusted spend data, with control over exactly which categories you look at.

Platform v2
Available — total IT spend view
RGI Platform
More granular control of spend category
08

First-party intent from TrustRadius

New in RGI Platform

See in-market buyers researching your category first-hand, not just inferred from the open web.

Platform v2
Not available in Platform v2There is no equivalent for first-party intent from trustradius — teams work around it manually today.
Not available — no first-party intent in Platform v2
RGI Platform
First-party buyer intent from TrustRadius in Sales Copilot
09

Third-party bidstream intent

Bidstream intent signal carries across, fully intact.

Platform v2
Platform v2 recordingThird-party bidstream intent GIF goes here
Available
RGI Platform
RGI Platform recordingThird-party bidstream intent GIF goes here
Available
10

CRM-native workflow

More than enrichment in the background — a working surface for sellers inside Salesforce.

Platform v2
Platform v2 recordingCRM-native workflow GIF goes here
Salesforce enrichment
RGI Platform
RGI Platform recordingCRM-native workflow GIF goes here
Sales Copilot in Salesforce

At a glance

Everything you gain the day you move from Platform v2 to the RGI Platform.

Capability comparison between Platform v2 and the RGI Platform
CapabilityPlatform v2RGI Platform
Contact dataNot availableNative contact discovery in Sales Copilot
Sales executionNot availablePlaybooks, integrations with Outreach, Gong, Salesloft in Sales Copilot
Account scoring with first and third-party dataNot availableAvailable via Data Studio
AI scoring with CopilotNot availableAvailable in all RGIP modules
Account targetingFilter by score, intent, firmo, technographicsMore granular filtering across the board
Market sizingTotal market size onlyMarket size broken down by TAM, SAM, SOM
Competitive analysisManual processCompetitive Analysis dashboard in Market Analyzer
IT spend dataAvailableMore granular control of spend category
First-party intent from TrustRadiusNot availableAvailable in Sales Copilot
Third-party bidstream intentAvailableAvailable
CRM-native workflowSalesforce enrichmentSales Copilot in Salesforce
New feature developmentFeature-frozenAll new capabilities ship here
Platform supportThrough Q2 2027Full ongoing support
Upload limit200K+ accounts50K accounts today

Your familiar modules, mapped to their new home

Nothing disappears. Each Platform v2 module has a direct home in the RGI Platform.

Platform v2

Market Intelligence (MI)

Becomes

Market Analyzer

TAM / SAM / SOM projects

Platform v2

Opportunity Generator

Becomes

Market Analyzer

Platform v2

Company Views

Becomes

Market Analyzer

Platform v2

Salesforce CRM Enrichment

Becomes

Salesforce Enrichment

Nothing you have built gets left behind

Your core HG data — technographic, IT spend, and firmographic — is the same underlying data on both platforms. These come with you:

  • Segments and saved searches
  • MI reports (TAM / SAM / SOM)
  • CRM connections and settings
  • Scoring profiles
  • Export history
  • Remaining credits (Full Migration path only)

A few things still on our roadmap

Being straight with you about the gaps. Your CSM can walk through any of these in more detail.

On the roadmap

Alert configurations

No direct equivalent in the RGI Platform yet; product decision pending.

On the roadmap

Custom admin configurations

Custom settings from your V2 Overseer admin will need to be rebuilt.

On the roadmap

HubSpot integration

Not yet available in the RGI Platform; timeline not yet confirmed.

A guided, four-step migration

Every migration is planned and confirmed with your team before anything changes, and your 20-day dual access window means nothing is a surprise.

  1. 1

    Review

    Your CSM and account team review your Platform v2 configuration, enrichment volume, and usage to determine your credit tier and migration path.

  2. 2

    Migrate

    HG runs a backend migration script that ports your segments, CRM connections, scoring profiles, and export history to your new RGI Platform tenant.

  3. 3

    Explore

    You get dual access to both platforms for up to 20 days to explore the RGI Platform and confirm everything looks right.

  4. 4

    Cutover

    Platform v2 access is turned off once you confirm you are comfortable with the transition.

Your credit tier and any cost implications are based on your current Platform v2 usage, enrichment volume, and configuration. It is confirmed directly by your CSM or Account Manager as part of your migration review — a guided, white-glove process, not a self-serve fee.

Questions about the move