Are you looking to ensure that your sales reps are not calling existing customers or prospects by accident?
Looking for a way to ensure your Revenue Operations (RevOps) are running smoothly with salesforce?
Want to ensure that all your leads for a given company are converted to contacts on existing accounts?
The Lead to Account Matcher (L2A) is a Salesforce application aimed at assisting teams that use an Account-Based Marketing (ABM) strategy, streamlining the process of relating leads and converting leads into existing accounts in your database. We offer this tool as a one-time fee; no subscription required.
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Match your Leads to Existing Accounts: Have leads coming into your Salesforce org for companies that already exist as accounts? Using our fuzzy logic matching, we can match to an account – even when the name is not entered exactly the same. |
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Convert all related Leads: When converting a lead to an account, our matcher also looks for matching leads that exist for the company, and allows you to bring over all or none of them, with a click! |
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Fully Customizable: Because our Lead to Account Matcher is built using custom settings, we give the ability to change matching thresholds, eliminate specific words from the matching algorithm, and change what fields are displayed on the matching layout. All done through user configuration – no code required. |
Watch the video below, and contact us if you feel this tool would be the right fit for your organization.