Importing a list of Accounts with Email Domains
Once Align.ly Lead-to-Account Matching has been implemented, it is common for customers to then want to source and import into Salesforce a list of all Accounts within their total addressable market (TAM). Most common data sources we see include DiscoverOrg, ZoomInfo, Clearbit, and LinkedIn.
Why import all TAM Accounts?
There are a few different reasons to import all TAM Accounts into Salesforce that can dramatically improve the productivity and effectiveness of your marketing and sales teams:
- Imported Accounts will have accurate and complete data (Company Name, Email Domain, Employees, Industry, HQ Address, etc)
- Leads already in Salesforce will match to Accounts
- Account Owner is much easier to update and maintain than Lead Owner
- With more Accounts, a higher percentage of new Leads will match to an existing Account and be properly routed to the right Salesforce user
- Lead forms can be shortened as matched Leads can be enriched with Account data
- With accurate and complete data on Lead, marketing can be more effective with nurturing
- Sales and marketing can better execute on an account-based strategy
How to properly import a list of TAM Accounts with email domains
Use your preferred method of importing records into Salesforce (ie Data Loader) make sure you set the following:
- Map all the Account fields in your CSV to Account field in Salesforce
- On Account, Email Domain(s) will include the email domain (ie @coca-cola.com)
- Be sure to include the "@" sign
- On Account, Lock Account will be equal to TRUE
- Since Accounts are being imported without Contacts, in order to "lock" the value in the Email Domain(s) field, Lock Account needs to be equal to TRUE.
Last Updated: March 5, 2021 at 4:47 PM ET