Lead To Account (L2A) Matcher in salesforce.com

By September 5, 2017Blog

We’re excited to show you our latest revisions to our L2A Matcher in salesforce.com!

Our Lead Account Matcher will search your Salesforce org for accounts that match the lead’s company field, or whose website field matches the lead’s email domain. But what if a new lead was just entered in Salesforce and an exact match wasn’t found? We got that covered too. Using our custom built fuzzy matching logic, the Matcher will search for accounts whose name is close to the lead’s company field, and assign it a match rating based on the confidence of the match.

Matches are grouped into different tiers (high, medium, and low), depending on how close the account’s name is from the lead’s company field. Another great aspect about our Matcher is that you hold the power to customize it, to better fit your Salesforce org. You can make the fuzzy matching logic more/less strict for more/fewer results and determine which tiers are a good enough match to auto-populate the matched account field.

There are plenty of products out there that perform this type of function, but aren’t you sick and tired of paying recurring per user fees forever?
We offer this salesforce.com application as a one-time purchase that your org fully owns, no strings attached! We will even release it as an unmanaged package for individuals not looking to resell.

Watch the video below to see the functionality we’ve built out for you, and as always fill out the form to your right if you’re interested in discussing further!