Lead to Account MatcherEustace Consulting
|
||||||
About
The Lead to Account Matcher (L2A) is a Salesforce application aimed at assisting teams that use an Account-Based Marketing (ABM) strategy, streamlining the process of relating leads and converting leads into existing accounts in your database. We offer this tool as a one-time fee; no subscription is required. If you have leads coming into your Salesforce org for companies that already exist as accounts, using our fuzzy logic matching, we can match to an account, even when the name is not entered exactly the same. When converting a lead to an account, our matcher also looks for matching leads that exist for the company and allows you to bring over all or none of them, with a click. Because our Lead to Account Matcher is built using custom settings, we give the ability to change matching thresholds, eliminate specific words from the matching algorithm, and change what fields are displayed on the matching layout. All are done through user configuration, no code is required.
|
About
LeanData’s GTM Orchestration Platform helps B2B teams simplify complex processes, connect siloed tools, and take faster action across the entire buyer journey.
With no-code automation and node-level integrations, LeanData makes it easy to match, route, assign, and schedule leads — while adapting to changes in your strategy, tech stack, or territory design.
Trusted by companies like Nvidia, Cisco, and Palo Alto Networks, LeanData empowers GTM teams to operate with speed and precision — capturing more revenue, improving conversions, and delivering better customer experiences from first touch through closed-won and beyond.
|
|||||
Platforms Supported
Windows
Mac
Linux
Cloud
On-Premises
iPhone
iPad
Android
Chromebook
|
Platforms Supported
Windows
Mac
Linux
Cloud
On-Premises
iPhone
iPad
Android
Chromebook
|
|||||
Audience
Teams and organizations wanting a solution to convert leads into existing accounts in their database
|
Audience
Commercial and Enterprises
|
|||||
Support
Phone Support
24/7 Live Support
Online
|
Support
Phone Support
24/7 Live Support
Online
|
|||||
API
Offers API
|
API
Offers API
|
|||||
Screenshots and Videos |
Screenshots and Videos |
|||||
Pricing
No information available.
Free Version
Free Trial
|
Pricing
No information available.
Free Version
Free Trial
|
|||||
Reviews/
|
Reviews/
|
|||||
Training
Documentation
Webinars
Live Online
In Person
|
Training
Documentation
Webinars
Live Online
In Person
|
|||||
Company InformationEustace Consulting
United States
www.eustaceconsulting.com/lead-account-matcher/
|
Company InformationLeanData
Founded: 2012
United States
www.leandata.com
|
|||||
Alternatives |
Alternatives |
|||||
|
|
|
|||||
Categories |
Categories |
|||||
Lead Management Features
Activity Tracking
Campaign Management
Lead Capture
Lead Distribution
Lead Nurturing
Lead Scoring
Lead Segmentation
Pipeline Management
Prospecting Tools
Source Tracking
Revenue Operations Features
Account Health Dashboard
AI Insights
Automatic CRM Updates
Contact / Activity Tracking
Revenue Dashboard
Revenue Intelligence / Reporting
RevOps Automation
Sales Analytics
Sales Forecasting
Third-Party Data Aggregation
|
||||||
Integrations
Salesforce
6sense
BambooHR
Clearbit
Cloudingo
Cognism
Crossbeam
G2
Gong
Groove
|
Integrations
Salesforce
6sense
BambooHR
Clearbit
Cloudingo
Cognism
Crossbeam
G2
Gong
Groove
|
|||||
|
|