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Average Ratings 0 Ratings
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
Track streamlines the processes of qualifying, routing, scheduling, and following up on your incoming leads, allowing your sales team to dedicate more time to closing deals. By utilizing Track, you can secure meetings with high-intent leads more quickly than ever before. The platform offers convenient shortcuts and snippets designed to double your sales team's productivity. It provides customizable and branded forms or the option to seamlessly integrate with Typeform. With Round Robin Routing, leads are directed to the most suitable representative, and instant scheduling includes reminders sent via email, WhatsApp, and other channels. Quick response times for support and feature requests enhance overall efficiency. Experience immediate lead routing to achieve faster speed-to-lead and minimize the time needed to secure meetings. The system optimizes win rates by ensuring leads are instantly qualified and effectively routed to the appropriate sales representative. Enhance your speed-to-lead and streamline your time-to-meeting processes. Track also accommodates scheduling across various geographies and handles intricate routing flows, including territory-based routing, effortlessly. As a result, you will witness an increase in pipeline velocity along with improved win rates, ultimately leading to greater success for your sales efforts.
API Access
Has API
API Access
Has API
Integrations
Salesforce
Enso Connect
Gmail
HubSpot CRM
HubSpot Customer Platform
Lynx
Microsoft Outlook
Microsoft Teams
Outreach
Slack
Integrations
Salesforce
Enso Connect
Gmail
HubSpot CRM
HubSpot Customer Platform
Lynx
Microsoft Outlook
Microsoft Teams
Outreach
Slack
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
Track
Website
thetrackapp.com
Product Features
Product Features
Appointment Scheduling
Appointment Reminders
Automated Scheduling
Calendar Sync
Client Database
Group Scheduling
Mobile Access
Multi-Location
Online Booking
Online Payments
Recurring Appointments
Room Booking Management
Lead Management
Activity Tracking
Campaign Management
Lead Capture
Lead Distribution
Lead Nurturing
Lead Scoring
Lead Segmentation
Pipeline Management
Prospecting Tools
Source Tracking