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Average Ratings 0 Ratings

Total
ease
features
design
support

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Write a Review

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.

Description

The core of our matching software, matchit®, is intentionally crafted to achieve outcomes that emulate human perception on a large scale, all while eliminating the need for preprocessing. By leveraging Artificial Intelligence, a unique phonetic algorithm, specialized lexicons, and a contextual scoring engine, matchit effectively addresses the common errors, inconsistencies, and hurdles associated with contact and business data management. Traditional matching systems typically require users to establish matching criteria, which consist of various functions and standard fuzzy algorithms to generate an alphanumeric match key. This match key is essential for comparing two records and ultimately identifying matches. In contrast to these conventional methods, matchit goes beyond a mere single comparison of match keys; it assesses records in a contextual manner, performing multiple comparisons and individually scoring them to evaluate the similarity across all pertinent elements of your data. This comprehensive approach not only enhances accuracy but also significantly improves the overall matching process.

API Access

Has API No 

API Access

Has API Yes 

Screenshots View All

Screenshots View All

Integrations

Alteryx No 
Apache Spark No 
Hadoop No 
SQL Server No 
Salesforce Yes 

Integrations

Alteryx Yes 
Apache Spark Yes 
Hadoop Yes 
SQL Server Yes 
Salesforce No 

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) Yes 
Online Support Yes 

Customer Support

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

Types of Training

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

Types of Training

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

Vendor Details

Company Name

Eustace Consulting

Country

United States

Website

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

Vendor Details

Company Name

360Science

Founded

2016

Country

United States

Website

www.360science.com/data-quality-solutions/the-matching-engine/

Product Features

Data Cleansing

Address/ZIP Code Cleaning No 
Charting No 
Data Consolidation / ETL No 
Data Mapping No 
Multi Data Format Support No 
Phone/Email Validation No 
Raw Data Ingestion No 
Sample Testing No 
Validation / Matching / Reconciliation No 

Alternatives

Alternatives

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