Lead to Account (L2A) Matching

Lead-to-Account (L2A) Matching

Business benefits:

  1. Ensures complete picture of accounts - NO CRM BLIND SPOTS!

  2. Identifies broader targeting of stakeholders and decision makers

  3. Helps eliminate re-prospecting into key accounts that are already engaged

  4. Reduces manual research

  5. Streamlines sales activities

How it works:

  • CaliberMind can act as a “Magnet System” for your CRM.
  • Automatically and accurately matches leads & accounts, enabling full picture of Leads on Account object as well as Account Name visibility on lead object.

Tony is the author of this solution article.

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