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ease
features
design
support

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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.

Description

Openprise is an all-in-one, no-code solution designed to automate a multitude of sales and marketing tasks, ensuring you gain the full value from your RevTech investments. Instead of piecing together a complicated web of various point solutions that can create an unmanageable "Frankenstein architecture," or outsourcing the problem and risking lower quality and service level agreements with unmotivated workers, you can leverage Openprise. This platform incorporates essential business rules, best practices, and data to seamlessly manage numerous tasks such as data cleansing, account scoring, lead routing, and attribution among others. By utilizing pristine data, Openprise takes over all the manual or inefficient processes often handled by sales and marketing automation platforms, including lead routing and attribution, thereby streamlining your operations. Ultimately, this leads to increased efficiency and better outcomes for your marketing and sales efforts.

API Access

Has API

API Access

Has API

Screenshots View All

Screenshots View All

Integrations

KickFire
People Data Labs
Salesforce

Integrations

KickFire
People Data Labs
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

Eustace Consulting

Country

United States

Website

www.eustaceconsulting.com/lead-account-matcher/

Vendor Details

Company Name

Openprise

Founded

2014

Country

United States

Website

www.openprisetech.com

Product Features

Big Data

Collaboration
Data Blends
Data Cleansing
Data Mining
Data Visualization
Data Warehousing
High Volume Processing
No-Code Sandbox
Predictive Analytics
Templates

Revenue Operations

AI Insights
Account Health Dashboard
Automatic CRM Updates
Contact / Activity Tracking
RevOps Automation
Revenue Dashboard
Revenue Intelligence / Reporting
Sales Analytics
Sales Forecasting
Third-Party Data Aggregation

Alternatives

Alternatives

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