Lead-to-Account Matching on Salesforce
New technology solution extends Full Circle Insights’ offerings that measure and enhance sales and marketing ABM performance
SAN MATEO, Calif. — March 21, 2017 — Full Circle Insights®, Inc., maker of comprehensive sales and marketing performance measurement solutions, today announced the launch of Full Circle Matchmaker™, a product that enables sales and marketing teams to intelligently engage prospects with full account context and targeting as well as to more accurately report on Account Based Marketing (ABM) impact. Built on the Salesforce App Cloud, Full Circle Matchmaker is currently available on the AppExchange at https://goo.gl/NsygNcSales, revenue, and marketing operations managers can use Full Circle Matchmaker for Account-Based Marketing, Account-Based Selling and Account-Based Analytics using its lead-to-account matching, lead conversion, and lead assignment capabilities.Features include:
- Automatically links Leads to Accounts with fuzzy matching logic
- Converts Leads to Contacts using a self-customizable, drag-and-drop rules engine
- Assigns Leads to the correct prospect owners to enable targeted engagement
- Rates account activity levels
- Easily integrates with a company’s established business processes
- Natively built on the Salesforce platform
- Fully self-installable
“As CRM and marketing veterans, we take pride in providing a customer-first product that fits the unique needs of any business,” said Bonnie Crater, Full Circle Insights president and CEO. “Whether your company has a targeted account-based strategy, a broad response-based strategy, or something in between, Full Circle Insights provides cloud-based solutions that turbocharges smarter engagement and fuller measurement of marketing and sales effectiveness.”Any organization doing Account-Based Selling, Marketing, and Measurement needs a holistic view into the engagements with individuals across a given company. The complexity arises when Leads are created in the CRM from a myriad of potential channels and campaigns. Connecting the Leads to the correct Accounts requires manual work that can be tedious and is, therefore, often foregone altogether leading to duplicate or inappropriate engagement with prospects, as well as lack of account visibility. Full Circle Matchmaker automates the process of matching Leads to Accounts, with self-customizability to fit the product to the unique selling process of any business. With the full visibility into each account, marketing and sales teams can strategically engage and target accounts with unified messaging and communications to accelerate and close deals. With Lead records connected to Accounts in Salesforce, a business can measure its account-level prospecting performance across the organization and become strategic about its account-based marketing and selling.“Companies are looking to transform the way they connect with customers, partners and employees to thrive in the age of the customer,” said Kori O’Brien, SVP, ISV Partner Sales, Salesforce. “By leveraging the power of the Salesforce Platform, Full Circle Insights provides customers with an exciting new way to engage and target prospects.”Learn more about Full Circle Matchmaker at www.fullcircleinsights.com/matchmaker.About Full Circle InsightsFull Circle Insights delivers marketing and sales performance measurement solutions to optimize a company’s marketing mix and drive more revenue. The company offers multi-touch attribution, comprehensive funnel metrics and lead management technology. Built 100% on the Salesforce App Cloud, Full Circle Insights’ products complement leading marketing automation solutions.Founded by former Salesforce executives, CRM implementation veterans and marketing automation specialists, the Full Circle Insights industry pioneers are seasoned in creating marketing measurement foundations to grow revenue. Learn more at www.fullcircleinsights.com.About Salesforce AppExchangeSalesforce AppExchange is the world’s leading enterprise apps marketplace that empowers companies to sell, service, market and engage in entirely new ways. With 3,500 partner apps and more than 4 million customer installs, it is the most comprehensive source of cloud, mobile, social, IoT and data science technologies for businesses.Salesforce, Salesforce AppExchange and others are trademarks of salesforce.com, inc.