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The LeanData Lead2Account Matching Engine is LeanData's data algorithm built specifically to work within Salesforce.com. It works by using multiple fields of criteria to determine matches as opposed to the traditional method of using solely company name or email domain to match. It can automatically associate leads to accounts and pass account details back to the leads. It gives users the ability to create robust reports directly within the marketing automation platform on anything from campaign status to opportunity objects.Greatest Lead Matching Routing and converting toolWe use it for lead matching to accounts and for auto conversion to contacts on some accounts.,Recognize the account to match the lead to Routing leads to proper person based on complex criteria Auto-Converting leads to contacts for the accounts we specify,Bringing lead activity history into the account activity history Appending data from accounts to leads Appending third party data,10,Many leads from accounts we were already working were found and converted to larger deals Clean data mapping Simplified routing and less operational cost,Salesforce.com, ZoomInfo, DocuSign
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LeanData Lead2Account Matching Engine
12 Ratings
Score 8.9 out of 101
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LeanData Lead2Account Matching Engine Reviews

LeanData Lead2Account Matching Engine
12 Ratings
Score 8.9 out of 101
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Rob Morris profile photo
September 15, 2017

LeanData Lead2Account Matching Engine Review: "Greatest Lead Matching Routing and converting tool"

Score 10 out of 10
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We use it for lead matching to accounts and for auto conversion to contacts on some accounts.
  • Recognize the account to match the lead to
  • Routing leads to proper person based on complex criteria
  • Auto-Converting leads to contacts for the accounts we specify
  • Bringing lead activity history into the account activity history
  • Appending data from accounts to leads
  • Appending third party data
It is very well suited for all types of situations from simple to complex and can be used in a variety of ways from routing to linking to converting.
Read Rob Morris's full review

LeanData Lead2Account Matching Engine Scorecard Summary

About LeanData Lead2Account Matching Engine

The LeanData Lead2Account Matching Engine is LeanData's data algorithm built specifically to work within Salesforce.com. It works by using multiple fields of criteria to determine matches as opposed to the traditional method of using solely company name or email domain to match. It can automatically associate leads to accounts and pass account details back to the leads. It gives users the ability to create robust reports directly within the marketing automation platform on anything from campaign status to opportunity objects.

LeanData Lead2Account Matching Engine Technical Details

Operating Systems: Unspecified
Mobile Application:No