Lead to Account Matching
Close More Deals And Avoid Revenue Leakage With Industry-Leading 99.7% Matching Accuracy
Give your sales team the boost they need to sell more
Lost revenue opportunities, poor customer experience, higher customer churn —lead and account mismatch can cost you dearly. Increase your conversion rates by matching leads with existing or new accounts, effortlessly and in real time.
LeadAngel is flexible to fit your needs – you adjust the matching rules and our fuzzy algorithm (for company name matching) does the rest.
Ready to supercharge your conversion rate?
You’re on the brink of a game-changing choice! Here’s why investing in Lead to Account matching solution through LeadAngel is a strategic move.
Increase your revenue
Prioritize high-value accounts, match leads to account and route to the most qualified sales reps for every lead to significantly boost your revenue.
Optimize sales engagement
Match the right rep to the right account, and match leads to the account for more targeted and effective engagement. Use a lead management system to streamline this process. Increase the chances of successfully converting leads into customers.
Speed up the sales cycle
Move prospects through your funnel quickly and effectively with perfect accurate lead to account matching solutions and prompt lead assignment. Assign leads to account owners based on product specialty, account team, look up etc. Enforce SLA to ensure better follow-up.
Improve your lead quality
Leverage qualification criteria to ensure that only high-quality leads are assigned to the sales team for more successful conversions. Improve database quality by lead matching to account, against existing leads and contacts, and run automated data dedupe jobs.
Enhance customer retention
Gain a thorough understanding of account interactions through smart lead matching. Empower your team to engage with customers in a more personalized manner. Engage Account Teams to the Buying Group for better customer experience.
Avoid revenue leakage
Ensure that leads are not overlooked or mishandled. Match lead to account and automatically assign every opportunity to minimize the risk of revenue losses. Enforce SLA and reassign the leads, contacts, accounts and opportunity to correct the sales team or sales rep.
Boost cross-selling and upselling
Make the most of cross-selling and upselling opportunities. Unleash your sales reps to identify additional products or services that align with the customer’s needs. LeadAngel’s lead to account matching solution can match existing product and entitlement data against the customer and prospect list.
Increase your revenue
Prioritize high-value accounts, match leads to account and route to the most qualified sales reps for every lead to significantly boost your revenue.
Optimize sales engagement
Match the right rep to the right account, and match leads to the account for more targeted and effective engagement. Use a lead management system to streamline this process. Increase the chances of successfully converting leads into customers.
Speed up the sales cycle
Move prospects through your funnel quickly and effectively with perfect accurate lead to account matching solutions and prompt lead assignment. Assign leads to account owners based on product specialty, account team, look up etc. Enforce SLA to ensure better follow-up.
Improve your lead quality
Leverage qualification criteria to ensure that only high-quality leads are assigned to the sales team for more successful conversions. Improve database quality by lead matching to account, against existing leads and contacts, and run automated data dedupe jobs.
Enhance customer retention
Gain a thorough understanding of account interactions through smart lead matching. Empower your team to engage with customers in a more personalized manner. Engage Account Teams to the Buying Group for better customer experience.
Avoid revenue leakage
Ensure that leads are not overlooked or mishandled. Match lead to account and automatically assign every opportunity to minimize the risk of revenue losses. Enforce SLA and reassign the leads, contacts, accounts and opportunity to correct the sales team or sales rep.
Boost cross-selling and upselling
Make the most of cross-selling and upselling opportunities. Unleash your sales reps to identify additional products or services that align with the customer’s needs. LeadAngel’s lead to account matching solution can match existing product and entitlement data against the customer and prospect list.
Easily match more than 7 million records per hour!
Flexible Matching for Your Needs
Unlock the power of LeadAngel’s company name matching algorithm designed to adapt to your preferences. Tailor the matching confidence level by toggling rules on or off. Define custom “Always Match” or “Never Match” rules for specific business relationships.
Customizable Match Confidence
Take control of your lead to account matching solution preferences with LeadAngel. Adjust the confidence level by enabling or disabling rules based on your requirements. Tighten rules for precision and fewer but highly relevant results, or relax them for a wider range of options.
Speed and Efficiency with LeadAngel
Experience the unmatched speed of LeadAngel’s algorithm and architecture, capable of seamlessly matching over millions records per hour. Whether you’re segmenting based on company names or need swift matching capabilities, LeadAngel delivers efficiency at scale.
Efficient Sales Rep Focus
With LeadAngel, empower your sales reps to focus on what matters. The algorithm’s high speed allows for efficient matching, enabling reps to handle specific accounts rather than chasing new ones constantly.
Flexible Matching for Your Needs
Unlock the power of LeadAngel’s company name matching algorithm designed to adapt to your preferences. Tailor the matching confidence level by toggling rules on or off. Define custom “Always Match” or “Never Match” rules for specific business relationships.
Customizable Match Confidence
Take control of your lead to account matching solution preferences with LeadAngel. Adjust the confidence level by enabling or disabling rules based on your requirements. Tighten rules for precision and fewer but highly relevant results, or relax them for a wider range of options.
Speed and Efficiency with LeadAngel
Experience the unmatched speed of LeadAngel’s algorithm and architecture, capable of seamlessly matching over millions records per hour. Whether you’re segmenting based on company names or need swift matching capabilities, LeadAngel delivers efficiency at scale.
Efficient Sales Rep Focus
With LeadAngel, empower your sales reps to focus on what matters. The algorithm’s high speed allows for efficient matching, enabling reps to handle specific accounts rather than chasing new ones constantly.
Ready to see how our Lead-to-account matching can benefit your business?
Smarter Lead-to-Account Matching for Salesforce
Matching leads to the right accounts in Salesforce is fast and straightforward. By aligning leads with accounts, sales reps gain a clear view of each lead’s activity. This helps them prioritize effectively and focus on the right opportunities to accelerate conversions and drive revenue growth.
Clean HubSpot Data with L2A Matching
Automatically matching HubSpot leads to the right accounts, maintaining accuracy and clean data. This provides better visibility into account activity, helping reps identify which leads should be prioritized. With clearer insights, it becomes easier to take action on the most important leads and drive better results.
Improve Lead Matching Accuracy in Dynamics 365
LeadAngel automatically links leads to the right accounts in Dynamics 365, giving sales teams instant context. Say goodbye to manual matching and hello to accurate data. This keeps your CRM clean and your pipeline organized.
Smarter Lead-to-Account Matching for Salesforce
Matching leads to the right accounts in Salesforce is fast and straightforward. By aligning leads with accounts, sales reps gain a clear view of each lead’s activity. This helps them prioritize effectively and focus on the right opportunities to accelerate conversions and drive revenue growth.
Clean HubSpot Data with L2A Matching
Automatically matching HubSpot leads to the right accounts, maintaining accuracy and clean data. This provides better visibility into account activity, helping reps identify which leads should be prioritized. With clearer insights, it becomes easier to take action on the most important leads and drive better results.
Improve Lead Matching Accuracy in Dynamics 365
LeadAngel automatically links leads to the right accounts in Dynamics 365, giving sales teams instant context. Say goodbye to manual matching and hello to accurate data. This keeps your CRM clean and your pipeline organized.
FAQ
If you don’t see an answer to your question, you can send us an email from our contact form.
What is the purpose of lead to account matching?
The purpose of lead to account matching is to connect leads (potential customers) with the appropriate accounts (existing customers or prospects) in a company's CRM (customer relationship management) system. This helps sales teams to effectively target and nurture leads, and to ensure that leads are properly tracked and managed throughout the sales process.
How is lead to account matching done?
Any sales organization must match leads to account in order to bring strategic benefit and efficiency. Lead to account matching can be done manually or through automated lead to account matching software. Manual matching involves manually reviewing and comparing lead information with account information in a company's CRM system. Automated matching uses algorithms and machine learning to match leads with accounts based on specific criteria such as company name, industry, and location.
What are the benefits of lead to account matching?
Some of the benefits of lead to account matching include: 1. Improved targeting and nurturing of leads 2. Better tracking and management of leads throughout the sales process 3. Increased efficiency and productivity for sales teams 4. Reduction of the risk of leads falling through the cracks, 5. Ensuring that leads are properly qualified and routed to the appropriate sales representative.
Can I rematch my all leads, or just a part of it?
Yes, LeadAngel support team can help you rematching part or all of your leads against accounts.
Can I customize and re-prioritize my matching rules?
LeadAngel provides the ability for customers to change priority order, enable/disable a rule set. In certain cases, we can even develop a custom rule. Upon reconfiguration of matching rules, the leads are rematched with accounts.
Can LeadAngel match my leads against a custom list not in my CRM?
Yes, with LeadAngel you can match against CRM accounts as well as custom lists that you upload.
Which all CRMs the Lead to Account Matching is natively integrated with?
Native integration to Lead to Account matching is available for Salesforce, Dynamics 365 and Hubspot.
How do you configure lead-to-account matching in Salesforce?
To set up lead-to-account matching in Salesforce, start by enabling and activating the appropriate matching rules in the Setup menu. Define your matching criteria using fields like account name or email. Next, create duplicate rules to handle matches across different objects, such as leads and accounts. These configurations help streamline lead routing and manage duplicate data effectively.
What challenges exist with Salesforce’s lead-to-account matching?
Salesforce's lead-to-account matching can be tricky because leads and accounts are stored as separate objects. This often leads to duplicated information, making it harder to manage and report on data accurately. It can also be confusing, as matching leads to the right accounts isn’t always straightforward and might require custom rules or code to make things work smoothly. All of this can create inefficiencies and extra work to ensure everything is properly aligned.
How accurate is lead to account matching?
The accuracy of lead to account matching can vary depending on the quality and completeness of the data in a company's CRM system. However, automated lead to account matching software can have high accuracy rates with the right data, and manual matching can also be accurate if done by experienced sales representative.
What is Ring Fencing?
In certain situations, customers want to exclude certain leads or accounts from participating in the matching process. This is ring fencing, and can be implemented within LeadAngel while working with the support team.
What are Boost and Tie-Breakers?
Boosts are usually applied to certain types of accounts, example, customer accounts get priority over partner accounts during matching. While Tie breaker is applied after the matching, and two accounts return the same matching propensity. Example for Tie Breaker could be, an account with most contact wins over an account with fewer contacts.
Both boost and tie-breaker can be customized.
Can a lead match with multiple accounts?
One lead can only be matched with one account, however you can see the other probably account matches in the LeadAngel section with-in your CRM (Salesforce and Microsoft Dynamics 365).
How does lead to account matching works with CRM?
LeadAngel’s Lead to Account matching in Salesforce, Dynamics 365, Hubspot and other CRMs works by syncing the accounts data from external CRM to LeadAngel’s local database, and then use these records for lookup.
What are some common challenges with lead to account matching?
Common challenges with lead to account matching include poor data quality and completeness, lack of standardization in data entry, and difficulties in identifying and matching similar but not identical company names or contact information. Another challenge is if there are too many leads, it will be difficult to match them all.
Can I limit my matches based on geographical locations such as City, State or Country?
You can map any matching account and lead attribute to limit matching. Some attributes are available out of the box (such as City, State and Country), while others can be configured with the help of LeadAngel support team.
How does LeadAngel improve Salesforce lead-to-account matching?
LeadAngel simplifies lead-to-account matching by using a fuzzy matching algorithm that analyzes multiple data points. It supports complex account hierarchies, manages duplicates efficiently, provides real-time updates, and routes leads based on the matched account, reducing manual efforts and maintaining data accuracy.