Product Overview
Full Circle Insights introduces Full Circle Matchmaker, a 100% native Salesforce App Cloud product that enables automated Lead-to-Account matching, Lead-to-Contact conversion, and Lead-to-Salesperson assignment. (coming soon) Full Circle Matchmaker intelligently matches Leads to Accounts, all natively within Salesforce to enhance your system of record for sales Leads and Accounts. Full Circle Matchmaker utilizes fuzzy matching and supports configurable fields for matching algorithms based on Salesforce field types. The Full Circle team has built flexible configuration for the automated matching, conversion, and assignment rules into Full Circle Matchmaker’s easy-to-use UI. Pick rules for matching Leads to the right Accounts, customize when a Lead should auto-convert to a Contact, and set assignment triggers to assign to the right Account Owner.
We know you want to proactively engage accounts and intelligently manage inbound leads. But you need the means to connect your individual leads to the right accounts in order to fully embark on an account-based sales and marketing strategy.
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