Best Lead-to-Account Matching and Routing Software for Mid Size Business

Take advantage of the high-intent that a lead displays when submitting a form. Instant scheduling allows you to connect qualified leads directly from your website with the right sales rep. RevenueHero shortens the sales cycle by connecting your high-intent visitors to the correct rep and driving more pipelines. You need to identify your best leads immediately, not after hours of qualifying each form-fill. You need to schedule directly on your website with just one click, not in multiple email threads. You need to connect the right leads to the correct reps without having to redirect them repeatedly. Your best customers won't fall through the cracks with instant qualification. Save time by automatically qualifying leads. Assign the right reps to most valuable prospects. Qualify leads instantly and book meetings in a second. Automate the matching of leads with the right sales reps to reduce sales cycles. Instant connection and faster sales conversations.

We create simple, intuitive Salesforce apps to help B2B RevOps support sales and marketing teams with scalable, predictible growth. RevOps is about achieving more with less, while keeping your tech stack simple. Align.ly’s Salesforce apps can help RevOps achieve these goals. RevOps teams must wear many hats to deliver on mission-critical aspects of business. Align.ly Lead-to-Account can help match, route and auto-convert high-quality leads so that sales follow-up is done within minutes. Match leads to accounts accurately in real-time to ensure proper ownership of your leads and quick sales follow up. Instantly match and route leads in real-time to the correct account owner. It is difficult to accurately measure B2B marketing. Measure every touchpoint in the customer's journey.

Say hello to the new inbound platform you love. Connect your website to your workflow and accelerate your pipeline. Drag-and-drop platform for inbound leads with forms, scheduling and qualification, routing, reporting, and routing. Schedule meetings, route leads, and update your CRM in milliseconds with the best-in-class scheduling. You can route, update, or merge your leads from your website into your CRM, with full visibility of who is routing where and why. Elegant forms that automatically enrich leads after completion and integrate directly into your website. Scale, optimize, and adjust your workflows for go-to-market with one integrated platform. Build a predictable go-to-market inbound strategy with enhanced lead segmentation & qualification. Streamline the inbound lead management of your team with workflows that are tailored to your core ICPs.

LeanData is a Demand Management tool that supports all go to market strategies, including account-based sales development and geo-based territories. LeanData is a Salesforce native workflow that allows users to view all of their lead flows in one interface. LeanData users can access the drag-and drop feature to route their leads. LeanData also offers an algorithm match that uses multiple Salesforce fields.

We empower high-performing go-to-market teams™. Transform the way your company generates revenues. Terminus is for sales and marketing professionals who care more about generating revenues than generating leads. Terminus' Data Studio is the foundation of Terminus. You can use this data studio to quickly understand and prioritize the right targets using firmographic, intention, engagement, psychographic, and relationship data. Terminus allows you to send personalized messages to the right audience, no matter where they may be. You can create consistent experiences across all channels, including chat, email, social advertising, chat, and email personalization. Terminus seamlessly pulls together all your account data to keep your go-to market teams aligned, from the first touch through renewal and expansion. Automate sales to alert them to meaningful engagements, centralize information about accounts, and provide better pipeline prediction to help accelerate opportunities.

Find and connect with your ideal customers. AI-driven technology, automation, integrations, as well as automation can help you empower every phase of your go-to market. Reach your revenue, lead generation, and sales goals. FunnelBeam is able to scale in any situation, from difficult-to-find data to the general fields that every company cares about. FunnelBeam is a preferred data source for marketing and sales professionals who are highly skilled in order to gain the best data available to support their growth. Your team will be able to reduce sign-up times, increase lead scoring, and save time. We provide the custom data and AI-driven signals that you need to scale quickly. We take your ideal customer profile, turn it into an advanced AI model and generate custom buying signals that help revenue-generating teams reach the right accounts.

D&B Rev.Up, the open RevTech platform that B2B marketers have been waiting to use, is finally here. D&B Rev.Up ABX is the first product on this platform. It helps you increase revenue by combining unified data, targeting audiences, and personalizing activations across channels. You can also track your results. All powered by our industry-leading CDP. Plus, connectors to any Martech or Salestech so you don't get stuck in another tech silo. Citrix uses Dun & Bradstreet for their marketing and sales teams to target the right accounts and send the right messages to increase pipeline size and deal size. LiveRamp wanted more accounts. They deployed Dun & Bradstreet to expand their account base and now run targeted, integrated campaigns to top accounts.

Convert more customer interest into sales meetings immediately. Re:catch will accelerate your revenue. Re:catch instantly converts demo requests into confirmed and qualified meetings with your sales reps. This dramatically reduces your time and process in order to win back more clients. Leads that are confirmed within 5 minutes can convert up to 100x more sales opportunities. Do not waste leads. Send your sales reps to meetings with the best prospects to increase their chances of success. Stop endless email ping pong. Arrange meetings by simply dragging and clicking.

Track automates the qualification, routing, scheduling and following-up of your inbound leads, so that your team can focus on closing. Faster meetings with high-intent prospects. Simple shortcuts and snippets can double your sales team's productivity. Use customized and branded forms, or integrate Typeform. Round Robin Routing, instant scheduling, with reminders sent via email, WhatsApp etc. Support and feature requests are handled quickly. Instant lead routing, faster time to lead, and reduced meeting time. Instantly qualify leads, increase speed-to lead and reduce the time to meeting. Track allows for complex routing flows and scheduling across geographies. Improve pipeline velocity to increase win-rates.

It's never been easier to focus on your best accounts. Prioritize top accounts in real-time with custom scoring, or by integrating your existing scoring and intention tools. Automate and personalize books of business according to individual performance and capability. By reducing context switches and building more expertise, you can increase your competitive win rate. Build, track and enforce revenue processes throughout your organization. Set guidelines, identify and solve problems instantly, and maintain an even distribution of accounts as your team grows. Develop deeper expertise and meaningful relationships. Let go of messy handoffs and awkward transitions. Adapt to changes in your team or tech stack on the fly. Visit our platform one-on-one to see how we can help you build stronger customer relationships. Ensure that the right accounts are worked in the right manner, every time. Stop revenue leaks with rules of engagement.

Reduce friction in the buyer journey by booking more sales meetings. Teams lose 39% of their leads on average due to poor SDR/BDR experience and slow qualification. Say goodbye to friction, and accelerate your best leads. Instantly route deals according to complex conditions. Reduce friction, reduce steps, and eliminate emails that are getting in the middle of your sales meetings. It's easy to get going. Drop Caddie onto your website, link your calendar and watch your conversions soar. Plug the leaky funnel inbound and boost conversions by 50%+. Capture all of the insights you require without affecting conversion or lifting a single finger. Build your qualification track, and let the buyers self-qualify. Take all the information you need to qualify your leads. Features that help you scale.

Lead to Account Matcher is a Salesforce app that helps teams who use Account-Based Marketing. It streamlines the process of converting leads to existing accounts. This tool is available for a one-time payment; there is no need to subscribe. If you receive leads for companies which already exist in your Salesforce org, we can match them to an account using fuzzy logic matching even if the names are not exactly the same. Our matcher will also look for leads that are similar to the one you're converting. You can choose to convert all of them or none at all. Our Lead to Account Matcher was built with custom settings. This allows you to change the matching thresholds, remove specific words from matching algorithm and change the fields displayed on the matching layout. All of this is done by the user, and no code is needed.