As you may know, Salesforce does not naturally connect leads and accounts in the CRM. LeanData’s View is a Visualforce plugin that allows users to match leads to their accounts in real-time. Sales teams can see duplicates or related leads, possible matched accounts, as well as the leads from those matched accounts. This way, reps spend less time on research and tedious administrative tasks – and more time selling.

More precisely, LeanData View will show you:

• All possible duplicate leads and contacts against this lead
• All possible matched accounts for this lead
• All other leads that could belong to the same account

This is what your lead record will look like:

This is what your contact record will look like:

This is what your account record will look like:

It is the foundation of a modern, account-based go-to-market strategy. It’s impossible to have a holistic, complete view of your Salesforce instance without associating accounts to leads, as well as identifying duplicates and related leads from the same account.

Without matching, sales teams waste valuable time doing manual research to identify the company where the lead originated. With LeanData, leads are automatically matched to accounts. Reps spend less time on research and administrative tasks, and more time on customer-facing activities.

This offer only allows you to view how leads match into corresponding accounts within Salesforce. If a lead matches with multiple possible accounts, our paid Matching product offers customizable tie-breakers to identify the best match. In the paid product, you can also write account-level fields (such as address, number of employees, industry,…) onto the lead record. Companies also use LeanData’s paid Routing product in conjunction with Matching to ensure that the leads are then assigned to the most appropriate owner based on the company’s business rules.

If you are interested in any of these capabilities, please contact us.

No, there’s no expiration date. You can connect leads to accounts for as long as you want.

From the lead, account, or contact views, you can take some of the following actions with just a click:

• Merge duplicates
• Individually or bulk convert leads into contacts and add them to a matched account
• Update the status of any matched lead or contact

LeanData is a real-time solution. You will see the results of the match within two minutes of a lead entering your Salesforce instance.

If you make any updates to an existing lead, its views also update in real-time to reflect any changes in the accounts and contacts it matches with.

Not at all. You can have millions of leads, LeanData’s scalable solution will match as many of them as possible.

No. LeanData’s proprietary fuzzy-matching algorithm is built for real-life situations and works with “dirty” data.

Our solution is far superior than any solution available today. We were the first to market, and have spent five-plus years iterating and perfecting our matching algorithms. Typical solutions use domain-only matching, resulting in both incorrect matches and missed matches, but LeanData solves those problems by utilizing multiple fields within each record to identify the highest fidelity matches. Our algorithms perform at an accuracy rate greater than 95 percent where a match exists.

Not in the free version of the product. Lead-to-account View will show you all possible matches, and you will need to select the account that the lead should be added to.

In our paid product, when our fuzzy matching often produces several potential corresponding accounts, we provide customizable tiebreakers to determine the account with the best match. This allows you to navigate complex parent-child hierarchies as well as control for duplicate accounts. If you’re interested in seeing a demo, please contact us.

Yes. We will send instructions in the installation guide that we will send out to you.

No. However, we do use a processing slot in your SFDC instance.

Absolutely! Our solution is fully native in Salesforce. Data never leaves your CRM database.

We are compatible with: Enterprise Edition, Professional Edition, Unlimited Edition, Developer Edition, and Sandbox.

We recommend SFDC admins with a working knowledge of the CRM.

Instructions will be included in the installation guide that we will send to you soon after you submit your form.

You need to know a couple of important points:

• When you install LeanData, it automatically indexes your lead and account records in Salesforce to improve the efficacy of matching leads with possible accounts. Depending on the size of your database and your Salesforce configuration, the indexing can take a few hours or longer to complete.
• Due to this indexing process, Salesforce will update the Last Modified Date field on your lead and account records to the current timestamp. This cannot be reversed. If you have any workflows and processes that are triggered by this field, you may need to manually intervene to ensure they behave as per your needs.

Once you submit the form, we will send you detailed instructions. But the process is quite simple:

• Download and install the LeanData app from AppExchange (The typical installation time is 10 minutes.)
• After installation, LeanData kicks off a job that indexes your database to connect leads to accounts. You can see LeanData’s Lead to Account View in Salesforce ASAP, but the results will become more accurate as the index job runs.