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Average Ratings 0 Ratings
Description
Your organization needs reliable customer information, and with DupeCatcher, you can efficiently block, manage, and eliminate duplicate entries in Salesforce®. Duplicate records can wreak havoc, leading to confusion, decreased productivity, and user frustration. DupeCatcher effectively prevents duplicates in real-time right when data is entered, ensuring your customer information remains accurate and your team is satisfied. Installation is quick and seamless within your Salesforce environment, taking just minutes. You can establish specific filters and rules to detect duplicates at their source. DupeCatcher operates in real-time, proactively keeping duplicates at bay. It scans for duplicates when new entries are manually created, existing records are modified or converted, and when data is imported into Salesforce via web forms. With the ability to create tailored filters and rules, you can guide DupeCatcher on how to identify duplicates by utilizing a mix of standard or custom Salesforce fields and various matching techniques. This flexibility allows you to tailor the duplicate detection process to fit your organization's unique needs.
Description
The Lead to Account Matcher (L2A) is a specialized application for Salesforce designed to support teams implementing an Account-Based Marketing (ABM) approach, optimizing the connection between leads and facilitating the conversion of those leads into already established accounts within your database. This tool is available for a one-time payment, eliminating the need for any ongoing subscription fees. If leads enter your Salesforce organization for companies that are already listed as accounts, our advanced fuzzy logic matching feature can identify these accounts even if there are discrepancies in the naming. During the lead conversion process, the matcher also identifies associated leads for that company, giving you the option to transfer them all or none with just a single click. Furthermore, our Lead to Account Matcher is customizable through user settings, allowing you to adjust matching thresholds, exclude certain terms from the algorithm, and modify the fields shown in the matching interface—all without requiring any coding skills. This level of flexibility ensures that the tool can be tailored to meet specific business needs effectively.
API Access
Has API
API Access
Has API
Integrations
Salesforce
Pricing Details
No price information available.
Free Trial
Free Version
Pricing Details
No price information available.
Free Trial
Free Version
Deployment
Web-Based
On-Premises
iPhone App
iPad App
Android App
Windows
Mac
Linux
Chromebook
Deployment
Web-Based
On-Premises
iPhone App
iPad App
Android App
Windows
Mac
Linux
Chromebook
Customer Support
Business Hours
Live Rep (24/7)
Online Support
Customer Support
Business Hours
Live Rep (24/7)
Online Support
Types of Training
Training Docs
Webinars
Live Training (Online)
In Person
Types of Training
Training Docs
Webinars
Live Training (Online)
In Person
Vendor Details
Company Name
Symphonic Source
Founded
2010
Country
United States
Website
www.dupecatcher.com
Vendor Details
Company Name
Eustace Consulting
Country
United States
Website
www.eustaceconsulting.com/lead-account-matcher/
Product Features
Sales Force Automation
Call Management
Campaign Management
Channel Management
Commission Management
Contact Management
Contract Management
Customer Database
Email Marketing
Field Sales Management
Lead Management
Opportunity Management
Performance Metrics
Proposal Generation
Referral Tracking
Sales Forecasting
Territory Management