An EXample of Lead To Account Matching

Matchmaker

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

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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.

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Focus on Better Account EngagementLet 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.

SEE MATCHED LEADS

Assign leads to owner example

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.

SEE TEAMS MAPPED TO LEADS

Target accounts intelligently example

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.

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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.

SEE CONFIGURATION RULES

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"

Matchmaker is a foundational element to our Account-Based Sales & Marketing efforts. With it, our sales team can now save countless hours per week and our marketing efforts can now be hyper-focused on individual accounts.

"—Bryant Lau, Director, Growth Platforms and Analytics, Highspot

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Learn how our sales performance management and marketing products drive insights and data-backed business growth.

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