Lead to Account Matcher

Lead to Account Matcher

Eustace Consulting
Q-assign

Q-assign

Ortoo
+
+

Related Products

  • LeanData
    1,132 Ratings
    Visit Website
  • boberdoo
    17 Ratings
    Visit Website
  • D&B Connect
    189 Ratings
    Visit Website
  • Plauti
    122 Ratings
    Visit Website
  • Zahara
    34 Ratings
    Visit Website
  • AgeChecker.Net
    3 Ratings
    Visit Website
  • SoftCo AP Automation
    56 Ratings
    Visit Website
  • Pikmykid
    232 Ratings
    Visit Website
  • 6Storage
    100 Ratings
    Visit Website
  • AvPro Software
    16 Ratings
    Visit Website

About

The Lead to Account Matcher (L2A) is a Salesforce application aimed at assisting teams that use an Account-Based Marketing (ABM) strategy, streamlining the process of relating leads and converting leads into existing accounts in your database. We offer this tool as a one-time fee; no subscription is required. If you have leads coming into your Salesforce org for companies that already exist as accounts, using our fuzzy logic matching, we can match to an account, even when the name is not entered exactly the same. When converting a lead to an account, our matcher also looks for matching leads that exist for the company and allows you to bring over all or none of them, with a click. Because our Lead to Account Matcher is built using custom settings, we give the ability to change matching thresholds, eliminate specific words from the matching algorithm, and change what fields are displayed on the matching layout. All are done through user configuration, no code is required.

About

Q-assign is a native Salesforce lead and case assignment solution designed to automate and optimize how work is distributed across sales and service teams. It enables organizations to route records such as leads, cases, accounts, and custom objects using configurable rules based on criteria like territory, skills, priority, or availability. It supports multiple distribution models, including round robin, load balancing, and rule-based assignment, helping teams ensure work is allocated fairly and efficiently. Q-assign operates in real time within Salesforce, allowing records to be assigned instantly as they are created or updated, which reduces response times and helps prevent leads from going cold. It also provides tools for monitoring assignment performance, managing queues, and rebalancing workloads when users are unavailable.

Platforms Supported

Windows
Mac
Linux
Cloud
On-Premises
iPhone
iPad
Android
Chromebook

Platforms Supported

Windows
Mac
Linux
Cloud
On-Premises
iPhone
iPad
Android
Chromebook

Audience

Teams and organizations wanting a solution to convert leads into existing accounts in their database

Audience

Service operations teams requiring automated, rule-driven routing of leads and cases to the right users in real time

Support

Phone Support
24/7 Live Support
Online

Support

Phone Support
24/7 Live Support
Online

API

Offers API

API

Offers API

Screenshots and Videos

Screenshots and Videos

Pricing

No information available.
Free Version
Free Trial

Pricing

No information available.
Free Version
Free Trial

Reviews/Ratings

Overall 0.0 / 5
ease 0.0 / 5
features 0.0 / 5
design 0.0 / 5
support 0.0 / 5

This software hasn't been reviewed yet. Be the first to provide a review:

Review this Software

Reviews/Ratings

Overall 0.0 / 5
ease 0.0 / 5
features 0.0 / 5
design 0.0 / 5
support 0.0 / 5

This software hasn't been reviewed yet. Be the first to provide a review:

Review this Software

Training

Documentation
Webinars
Live Online
In Person

Training

Documentation
Webinars
Live Online
In Person

Company Information

Eustace Consulting
United States
www.eustaceconsulting.com/lead-account-matcher/

Company Information

Ortoo
Founded: 2010
United Kingdom
ortooapps.com/q-assign/

Alternatives

Alternatives

MegaMatcher SDK

MegaMatcher SDK

Neurotechnology
B2Trader

B2Trader

B2Broker

Categories

Categories

Integrations

Salesforce
Ortoo

Integrations

Salesforce
Ortoo
Claim Lead to Account Matcher and update features and information
Claim Lead to Account Matcher and update features and information
Claim Q-assign and update features and information
Claim Q-assign and update features and information