Lead-to-Account Matching for Salesforce
Make ABM possible. Route leads faster and more accurately, and connect your salespeople with the right people at the right companies automatically connecting account data to leads.
- Real-Time Lead-to-Account Matching & Territory Based Routing
- Retroactive (Batch) Lead-to-Account Matching & Data Cleansing
Get the most sophisticated lead-to-account matching solution you can buy
- Simple and Flexible matching rules to ensure leads are matched to the appropriate account in accordance to unique business needs.
- Ensure multiple account matches, complex parent-child account hierarchies and duplicate accounts are handled the way your business prefers.
More than Lead-to-Account Matching: Consolidate your Tech Stack
- Enrich critical data points on incoming leads such as job title & company size to streamline routing and ensure sales reps have the information they need to quickly follow up. Integrate any 3rd party data vendor
- Normalize data values to a standard taxonomy (i.e. New York = NY) to ensure the format of incoming data complies with your routing and external systems
- Segment your data into clear buyer personas, sales territories, scores, and more. (Job Role, Industry, Territory, etc) to enable easy territory planning & assignment
- Dedupe any standard or custom object to prevent duplicates from wreaking havoc among your sales and marketing team
- Score: Use any combination of data points to define scoring models for leads and accounts
- Route: Design account-based & territory based routing criteria using RingLead’s Drag & Drop & Flow Chart lead distribution engine.