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What is TLD CRM?

Our all-encompassing workflow streamlines the journey of your contacts, guiding them from the moment they are leads to the final sale and into the renewal stage, while offering you valuable insights into your team's activities alongside comprehensive auditing options. You have the ability to carefully regulate your agents' access, protecting sensitive data by allocating specific permissions only to those who genuinely need them, whether through predefined roles or tailored permissions. Schedule meetings with agents for both in-home consultations and office visits with ease! Manage callbacks and appointments effortlessly thanks to our intuitive Calendar feature, which allows you to create events, send invitations to clients, and track their attendance among various other capabilities! This system extends beyond call centers; within our "My Business" section, agents can independently manage their portfolios, overseeing leads, policies, callbacks, and appointments. If you trust your team, grant them the autonomy they deserve! TLDialer offers a seamless integration with our Hosted VICIDial service, enabling agents to function within a unified interface where data updates occur automatically. Our VICI Servers guarantee that your system operates smoothly and remains up-to-date, significantly boosting overall productivity. Furthermore, this streamlined method promotes enhanced communication and collaboration among all team members, ensuring that everyone is aligned and informed. Ultimately, this solution not only optimizes operations but also enhances the overall efficiency of your business processes.

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

Salesforce

Integrations Supported

Salesforce

API Availability

Has API

API Availability

Has API

Pricing Information

$75 per user per month
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

Esotech

Date Founded

2013

Company Location

United States

Company Website

info.tldcrm.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

Categories and Features

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