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Average Ratings 0 Ratings

Total
ease
features
design
support

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Write a Review

Description

Your organization needs reliable customer information, and with DupeCatcher, you can efficiently block, manage, and eliminate duplicate entries in Salesforce®. Duplicate records can wreak havoc, leading to confusion, decreased productivity, and user frustration. DupeCatcher effectively prevents duplicates in real-time right when data is entered, ensuring your customer information remains accurate and your team is satisfied. Installation is quick and seamless within your Salesforce environment, taking just minutes. You can establish specific filters and rules to detect duplicates at their source. DupeCatcher operates in real-time, proactively keeping duplicates at bay. It scans for duplicates when new entries are manually created, existing records are modified or converted, and when data is imported into Salesforce via web forms. With the ability to create tailored filters and rules, you can guide DupeCatcher on how to identify duplicates by utilizing a mix of standard or custom Salesforce fields and various matching techniques. This flexibility allows you to tailor the duplicate detection process to fit your organization's unique needs.

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 No 

Integrations

Salesforce Yes 

Pricing Details

No price information available.
Free Trial No 
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 Yes 
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) No 
In Person No 

Types of Training

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

Vendor Details

Company Name

Symphonic Source

Founded

2010

Country

United States

Website

www.dupecatcher.com

Vendor Details

Company Name

Eustace Consulting

Country

United States

Website

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

Product Features

Sales Force Automation

Call Management No 
Campaign Management No 
Channel Management No 
Commission Management No 
Contact Management Yes 
Contract Management No 
Customer Database No 
Email Marketing No 
Field Sales Management No 
Lead Management Yes 
Opportunity Management No 
Performance Metrics No 
Proposal Generation No 
Referral Tracking No 
Sales Forecasting No 
Territory Management No 

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