Average Ratings 1 Rating

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Average Ratings 0 Ratings

Total
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Description

Through comprehensive and user-friendly account evaluations directly within Salesforce, this innovative tool provides a distinctive management perspective on performance metrics for all significant accounts, while empowering strategic account managers with an optimal environment to navigate the intricate process of long-term account growth. The exceptional features of ARPEDIO Account Management include: - Seamless integration with Salesforce - Insight into your key account health score with comparative analysis across accounts - Prompt identification of any deficiencies in account assessments, accompanied by clear, actionable recommendations - Flexibility to adapt to any specific terminology and methodology. Furthermore, this tool integrates with our broader Account-Based Selling Platform, which also encompasses resources for Relationship Mapping, White Space Analysis, and Opportunity Planning, thereby enhancing strategic engagement with clients.

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.

API Access

Has API No 

API Access

Has API No 

Screenshots View All

Screenshots View All

Integrations

Salesforce Yes 

Integrations

Salesforce Yes 

Pricing Details

$25 USD/user/month
Free Trial Yes 
Free Version No 

Pricing Details

No price information available.
Free Trial No 
Free Version No 

Deployment

Web-Based Yes 
On-Premises No 
iPhone App No 
iPad App No 
Android App No 
Windows No 
Mac No 
Linux No 
Chromebook No 

Deployment

Web-Based Yes 
On-Premises No 
iPhone App No 
iPad App No 
Android App No 
Windows No 
Mac No 
Linux No 
Chromebook No 

Customer Support

Business Hours No 
Live Rep (24/7) No 
Online Support Yes 

Customer Support

Business Hours Yes 
Live Rep (24/7) Yes 
Online Support Yes 

Types of Training

Training Docs Yes 
Webinars No 
Live Training (Online) Yes 
In Person No 

Types of Training

Training Docs Yes 
Webinars No 
Live Training (Online) Yes 
In Person Yes 

Vendor Details

Company Name

ARPEDIO

Founded

2012

Country

Denmark

Website

arpedio.com

Vendor Details

Company Name

Eustace Consulting

Country

United States

Website

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

Product Features

Account Planning

Account Segmentation No 
Account Tracker No 
Annual Account Plan No 
Communication Matrix No 
Competitor Stacking No 
Dashboard No 
Performance Metrics No 
Relationship Mapping No 
Trend Monitoring No 
White Space Analysis No 

Org Chart

Collaboration No 
Data Import / Export No 
Drag & Drop No 
Interactive Elements No 
Photos / Images No 
Publishing / Sharing No 
Templates No 

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