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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
Create Visualforce pages that offer advanced features unattainable through Salesforce's standard layouts, utilizing an intuitive drag-and-drop WYSIWYG studio instead of starting from zero with code. Our platform caters to users of all skill levels, from those who prefer a click-based approach to experienced developers. At TerraSky, we recognize the transition of cloud computing leadership from large IT departments to individual users. Moving forward, we are committed to developing user-friendly tools that enable end users to adapt swiftly to the fast-paced changes in today’s business landscape, ultimately fostering greater innovation and responsiveness.
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
Eustace Consulting
Country
United States
Website
www.eustaceconsulting.com/lead-account-matcher/
Vendor Details
Company Name
TerraSky
Founded
2006
Country
United States
Website
www.terrasky.com/products/skyvisualeditor/
Product Features
Product Features
CRM
Calendar/Reminder System
Call Logging
Document Storage
Email Marketing
Internal Chat Integration
Lead Scoring
Marketing Automation Integration
Mobile Access
Quotes / Proposals
Segmentation
Social Media Integration
Task Management
Territory Management