Lead-to-Account Matching: Automation That Moves Deals Forward
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.
Where Lead Management Meets Revenue Precision
LeadAngel strengthens your CRM by connecting leads, accounts, and sales teams with accuracy. From cleaner data to faster routing, every part of the process is designed to help revenue teams move with confidence.
1
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.
2
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.
3
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.
4
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.
5
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.
6
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.
7
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.
Want accurate lead matching without manual rules?
Let LeadAngel do the heavy lifting.
Why
Lead-to-Account Matching, Designed Your Way
Lead-to-account matching tool that gives you full control over how leads flow, so new prospects and existing customers are handled quickly, accurately, and by the right teams.
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.
Contact Us
Talk to a Lead-to-Account Matching Expert
Tell us a bit about your team and your lead challenges. Our experts will review your setup and show you how LeadAngel can help you match leads to accounts accurately, route them faster, and prevent revenue leakage, without disrupting your existing CRM.
No pressure. No spam. Just a practical conversation.
Integration
Compatible Lead-to-Account Matching Tool That Integrates Seamlessly with Your CRM
Designed to work natively with your CRM, ensuring accurate lead-to-account matching without interrupting day-to-day operations.
Salesforce
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.
HubSpot
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.
Dynmic 365
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.
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Fequently asked questions
Fuzzy matching is a technique used in data matching and record linkage to identify and match similar but not identical data. It’s a method of matching similar or related records even when the data is not an exact match. This technique is useful when the data being matched is not clean, consistent, or complete, or when there are variations in the way that data is entered or recorded.
At LeadAngel, we use company name matching (aka fuzzy matching) to fix issues in your database and help you enhance the productivity of your sales team. We match leads to accounts, as well find duplicate account groups.
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.
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.
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.
Yes, LeadAngel support team can help you rematching part or all of your leads against accounts.
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.
Yes, with LeadAngel you can match against CRM accounts as well as custom lists that you upload.
Native integration to Lead to Account matching is available for Salesforce, Dynamics 365 and Hubspot.
Data deduplication is the process of identifying and removing duplicate records from a dataset. This process is important in your sales process because it helps to ensure that the data in your company’s CRM system is accurate and up-to-date. When duplicate records exist in your CRM, it can lead to confusion, errors, and inefficiencies in the sales process.
It can be done manually or through automated data deduplication, a key feature once you sign up with LeadAngel. Customers who have used LeadAngel dedupe function have seen a 68% efficiency gain for their sales teams
At LeadAngel, we use lead to account matching solution to fix issues in your database and help you enhance the productivity of your sales team.
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.
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.
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.
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).
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.
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.
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.
Do you have more questions?
Let’s schedule a quick meeting to walk you through it.