Matchmaker - Salesforce Lead to Account Matching Solution

Matchmaker

Connect The Dots Between Leads And Accounts To Engage And Measure Smarter

Want to proactively engage and target accounts while intelligently managing inbound leads? You need a way to connect individual leads to the right accounts as part of an account-based sales and marketing strategy.

Full Circle Matchmaker, a 100% native Salesforce App Cloud product, enables automated Lead-to-Account matching, Lead-to-Contact conversion and Lead-to-Salesperson assignment.

Learn How To Accelerate Sales Pipeline With Contact Roles In Salesforce

Learn How To Accelerate Sales Pipeline With Contact Roles In Salesforce

Focus on Better Account Engagement
Let Technology Fix Your Lead Data

Match Leads to Accounts

Connect the dots on your account engagements natively within Salesforce. Full Circle Matchmaker intelligently matches leads to accounts using fuzzy matching and a drag-and-drop UI to easily customize the matching rules engine.

Focus on Better Account Engagement with Full Circle Insights' Matchmaker Solution
 Assign Leads To Owners in Salesforce with Full Circle Insights' Matchmaker Solution

Assign Leads To Owners

Turn a lead response into a targeted engagement. Full Circle Matchmaker assigns leads to the right account owners using configurable rules to automatically route to the correct salesperson. Engage leads with the right messaging at the right stage to accelerate and close deals.

Target Accounts Intelligently

Strategically pinpoint and target accounts that will bring your organization the highest revenue impact by gaining full visibility into historical activities and performance metrics for each account.

Target Accounts Intelligently in Salesforce with Full Circle Insights' Matchmaker Solution
Gain Flexible Self-Configuration in Salesforce with Full Circle Insights' Matchmaker Solution

Flexible Self-Configuration

Gain access to a flexible configuration for automated matching, conversion and assignment rules with 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 for the right Account Owner to engage Leads.

 

MatchMaker is one of the easiest products to use and it solves an incredible about of issues we were having with ABM… It is very easy to associate new and existing leads to specific current accounts. Changing the parameters is very easy and the tool incorporates easily into my current lead automation and assignment process.

Administrator in Information Technology and Services

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See What Full Circle Insights Can Do To Help You

Boost Your Sales And Marketing Performance Management