Lead-to-Account Matching
If you're reading this page, most likely you are struggling with the lead-contact divide in Salesforce. Not being able to match leads to accounts impacts lead routing, lead scoring, conversion rate tracking, sales efficiency, and so more more.
Why Lead-to-Account Matching for Salesforce?
For companies selling business-to-business (B2B), lead-to-account matching is an essential function in your Salesforce organization.
- Go 100% Account-Based
- To properly implement an Account-Based Marketing (ABM) and Sales strategy Leads need to be matched to Accounts in Salesforce.
- Implement Perfect Lead Routing
- Route Leads to the correct Salesforce user 100% of the time by relying on Account Owner as the source of truth.
- Shorten Lead Capture Forms
- Drastically reduce the amount of fields on lead capture forms by relying on Account data to route and score the Lead.
- Increase Conversion Rates
- Enable sales reps to easily view an Account holistically and prospect the entire buying committee to improve conversions.
- Improve Reporting
- Tracking KPIs and Metrics from Contacts and Accounts will enable a more simplified and accurate view of performance.
- Optimize Lead Nurturing
- By working off Account data, marketing teams can easily include/exclude segments and deliver targeted content to the right personas.
- Prevent Duplicates
- Since Leads are matched to Accounts in real-time, there is less of a chance of accidentally creating a duplicate Account.
- Enhance Productivity
- Sales and marketing will spend less time researching and updating Salesforce and more time doing their day-to-day jobs.
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