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Average Ratings 0 Ratings

Total
ease
features
design
support

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Write a Review

Description

Lead Assignment and Distribution Automation systematically assigns and distributes Leads from various sources to Dynamics 365 CRM users. It allows managers to distribute and assign leads and customer queries in a structured way, ensuring fair workload distribution within each team. Automation and assignment increase efficiency, which results in higher sales and profits. Entity Support: Supports OOB and Custom Entities Round Robin: Divide the Leads equally among the team using Round Robin Algorithm. Capacity: Assign Leads based on the individual capacity of each user Rules: Create multiple assignment guidelines for different selection criteria for Leads Existing Records: Subject to the assignment rules, Leads can be assigned on demand to users. Order: Establish an order to execute assignment rules to allot and distribute Leads according your requirements Period: Define a period for the assignment of work items based upon that period

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

AXIO Advanced Projects Yes 
Microsoft Dynamics 365 Yes 
Salesforce No 

Integrations

AXIO Advanced Projects No 
Microsoft Dynamics 365 No 
Salesforce Yes 

Pricing Details

No price information available.
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 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 Yes 
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

Inogic Tech

Founded

2006

Country

India

Website

www.inogic.com

Vendor Details

Company Name

Eustace Consulting

Country

United States

Website

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

Product Features

Lead Management

Activity Tracking Yes 
Campaign Management No 
Lead Capture Yes 
Lead Distribution Yes 
Lead Nurturing No 
Lead Scoring No 
Lead Segmentation No 
Pipeline Management No 
Prospecting Tools No 
Source Tracking No 

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