We know you want to proactively engage accounts and intelligently manage inbound leads. But you need the means to connect your individual leads to the right accounts in order to fully embark on an account-based sales and marketing strategy. Full Circle Insights introduces Full Circle Matchmaker, a 100% native Salesforce App Cloud product that enables automated Lead-to-Account matching, Lead-to-Contact conversion, and Lead-to-Salesperson assignment. (coming soon)

Match Leads to Accounts

Full Circle Matchmaker intelligently matches Leads to Accounts, all natively within Salesforce to enhance your system of record for sales Leads and Accounts. Full Circle Matchmaker utilizes fuzzy matching and supports configurable fields for matching algorithms based on Salesforce field types.

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Assign Leads to Owners

Go from lead response to sales prospecting. Full Circle Matchmaker assigns Leads to the right Account Owners using configurable rules. Engage leads with unified messaging and communications to accelerate and close deals.

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Target Accounts Intelligently

With full visibility into historical activities and performance metrics for each Account, your marketing and revenue organization is now able strategically pinpoint and target Accounts that will bring you the highest revenue impact.

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Flexible Self-Configuration

The Full Circle team has built flexible configuration for the automated matching, conversion, and assignment rules into Full Circle Matchmaker’s easy-to-use UI. Pick rules for matching Leads to the right Accounts, customize when a Lead should auto-convert to a Contact, and set assignment triggers to assign to the right Account Owner.

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See What Else We Do in Account-Based and Response-Based Marketing

Response Management

Comprehensive funnel metrics to transform your lead-to-revenue management.

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Campaign Attribution

The campaign performance metrics you need to plan and optimize with confidence.

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Why Full Circle Insights?

Marketing Execs ›

  • Plan strategically for the next fiscal period
  • Align marketing and sales
  • Participate in critical revenue decisions
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Demand Gen ›

  • Prove your campaign’s contribution to revenue
  • Invest your marketing budget strategically
  • Optimize your marketing mix now and in the future
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Marketing Ops ›

  • Complete visibility into all your key marketing metrics
  • Never say “I can’t report on that” again
  • Stop struggling with tough ad-hoc reporting requests
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Sales ›

  • Improve the marketing-to-sales hand-off
  • Increase deal velocity
  • Visibility into SLAs
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See what Full Circle can do for you