Modern, Interactive Task Management in Salesforce
Modern, Interactive Task Management in Salesforce
The Lead to Account Matcher (L2A) is a Salesforce application designed to support teams using an Account-Based Marketing (ABM) strategy. It streamlines the process of relating leads and converting them into existing accounts in your database. We offer this tool for a one-time fee, with no subscription required.
- Intelligent Lead Matching.
- Match leads to existing accounts using fuzzy logic, even with slight name variations.
- Bulk Lead Conversion.
- When converting a lead to an account, our matcher looks for matching leads that exist for the company, and allows you to bring over all or none of them, with a click!
- Customizable Settings
- 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.
