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What is LeanData?

LeanData provides an all-encompassing Demand Management solution specifically designed for diverse go-to-market strategies such as account-based sales development and geo-targeted territories. Featuring an intuitive and attractive workflow that integrates seamlessly with Salesforce, LeanData allows users to effortlessly track their entire lead flow through a unified interface. The platform equips users with an easy-to-use drag-and-drop functionality, facilitating efficient lead routing. Furthermore, LeanData employs sophisticated algorithms that leverage various data fields within Salesforce to match leads effectively. This cutting-edge method not only simplifies the lead management process but also significantly boosts the effectiveness of sales initiatives. By enhancing visibility and control, LeanData ultimately empowers sales teams to optimize their performance and achieve better results.

What is Lead to Account Matcher?

The Lead to Account Matcher (L2A) is an innovative Salesforce application crafted to assist teams that adopt an Account-Based Marketing (ABM) strategy, enhancing the linkage between leads and streamlining their transformation into existing accounts within your database. Offered as a one-time purchase, this tool eliminates the necessity for recurring subscription fees. When leads enter your Salesforce organization for companies already recorded as accounts, our sophisticated fuzzy logic matching capability can recognize these accounts, even amidst naming inconsistencies. Additionally, during the process of lead conversion, the matcher can pinpoint related leads for that specific company, enabling you to transfer all or none of them with a mere click. Moreover, the Lead to Account Matcher allows for user customization, granting the ability to adjust matching thresholds, exclude specific terms from the matching process, and change the displayed fields in the matching interface, all without needing any programming knowledge. This adaptability ensures that the tool can be effectively customized to cater to the unique requirements of different businesses. The comprehensive features of L2A provide significant value, making it an essential asset for organizations pursuing efficient lead management.

Media

Media

Integrations Supported

Allego
Champify
Clearbit
ExecAtlas
Lantern
Salesforce
Salesloft
Stack Moxie
Truto

Integrations Supported

Allego
Champify
Clearbit
ExecAtlas
Lantern
Salesforce
Salesloft
Stack Moxie
Truto

API Availability

Has API

API Availability

Has API

Pricing Information

Pricing not provided.
Free Trial Offered?
Free Version

Pricing Information

Pricing not provided.
Free Trial Offered?
Free Version

Supported Platforms

SaaS
Android
iPhone
iPad
Windows
Mac
On-Prem
Chromebook
Linux

Supported Platforms

SaaS
Android
iPhone
iPad
Windows
Mac
On-Prem
Chromebook
Linux

Customer Service / Support

Standard Support
24 Hour Support
Web-Based Support

Customer Service / Support

Standard Support
24 Hour Support
Web-Based Support

Training Options

Documentation Hub
Webinars
Online Training
On-Site Training

Training Options

Documentation Hub
Webinars
Online Training
On-Site Training

Company Facts

Organization Name

LeanData

Date Founded

2012

Company Location

United States

Company Website

www.leandatainc.com

Company Facts

Organization Name

Eustace Consulting

Company Location

United States

Company Website

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

Categories and Features

CRM

Calendar/Reminder System
Call Logging
Document Storage
Email Marketing
Internal Chat Integration
Lead Scoring
Marketing Automation Integration
Mobile Access
Quotes / Proposals
Segmentation
Social Media Integration
Task Management
Territory Management

Lead Management

Activity Tracking
Campaign Management
Lead Capture
Lead Distribution
Lead Nurturing
Lead Scoring
Lead Segmentation
Pipeline Management
Prospecting Tools
Source Tracking

Revenue Operations

AI Insights
Account Health Dashboard
Automatic CRM Updates
Contact / Activity Tracking
RevOps Automation
Revenue Dashboard
Revenue Intelligence / Reporting
Sales Analytics
Sales Forecasting
Third-Party Data Aggregation

Categories and Features

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