Automate the lead matching process

New Ideas in MarketingEssential news for marketers, summarised by YouGov
July 28, 2021, 5:13 PM UTC

Lead to Account Matching is the process of connecting leads to appropriate accounts through an automated process.

As an organisation grows, it becomes difficult for different departments or different employees of the same team to communicate effectively. Enabling Lead to Account Matching can help companies automatically direct the new lead to its respective department or an employee. It can help companies minimise time wastage and minimise customer annoyance as well as loss of trust.

Enabling Lead to Account Matching can also help businesses increase efficiency and measure smarter. It can aid in minimising chances of internal communication failures, and eventually, empower salespeople to instil consumers’ trust in the company.

Notifying the right person whenever a lead comes in would provide salespeople with more time to spend on actual sales. A Lead to Account Matching tool integrates with CRMs and ensures more efficiency and higher ROIs.

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