Get the most sophisticated lead-to-account matching solution you can buy
- Analyze multiple fields to establish a match.
- Combine multiple approaches to finding the right match.
- Cross multiple languages.
- Eliminate black boxes by letting you tailor the logic to your unique environment, no coding required.
Match leads to buying groups and demand units too
Do so much more with a single solution
- Lead routing
- Lead and account deduplication
- Account and lead scoring
- Account engagement analysis
- Whitespace analysis
Get all the capabilities you need to automate your lead-to-account matching
Get the right offer to the right prospect every time
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Lead-to-account matching FAQ
1. Is lead-to-account matching the only matching capabilite needed for CRM data quality automation?
Matching lead records to account records is only one of the matching capabilities needed for CRM data quallity automation. At a minimum, you also need to ability to match person record to person record, account record to account record, across different data objects and systems. A robust matching solution should be able to match any record type to any record type from various sales and marketing databases.
2. What are the top challenges when matching leads to company data in CRM?
Matching any data from the CRM can be hard because each record is missing different data fields. For example, a lead record may have a personal email address that doesn’t match the company’s webiste URL, or the company name in the lead record is a slight variation from or abbreviation of the company name, such as IBM and Internationl Business Machine. A good matching technology like Openprise has powerful and highyly customizable data matching capability to address these challenges.
3. What are the best practices to improve lead-to-account matching accuracy?
The best ways to improve lead-to-account matching accuracy is to improve the quality of the data being matched, especially for data fields used in the matching logic. For example, fix typos in the email address, clean up company website URL and LinkedIn URL, standardize state and country, remove company entity type abbreviations (llc, corp, inc.), and map out company hierarchies.