MARKETING
Salesforce lead-to-account matching checklist guide
The traditional revenue playbook is becoming obsolete. GTM strategies are evolving rapidly. Teams are expanding into newer customer acquisition channels, causing your revenue engine to become a data nightmare. When lead and account relationships in Salesforce are managed correctly, you are not just preventing data problems - but ensuring your revenue engine runs smoother than ever before.
Don’t let Lead-to-account mismatches hurt your revenue growth. Grab this checklist guide to set up your Lead-to-account matching rules flawlessly in your Salesforce.
The go-to-choice of today's modern revenue teams
In this guide, you’ll learn:
- The challenges of managing leads and accounts in Salesforce
- Why lead-to-account mismatches create a revenue problem for your organization
- Significance of accurate lead-to-account matching
- Checklist to set up lead-to-account matching in Salesforce
See how companies use PowerRouter
to unlock their revenue potential
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Nick Lauricella
Sr. Marketing Operations Manager, Cockroach Labs
"PowerRouter has changed how we handle lead routing, boosting our efficiency significantly. Integrated with Salesforce, it ensures accurate and fair lead distribution, improving operational accuracy. The streamlined routing also enhances sales process efficiency, freeing up time for lead engagement and simplifying productivity. Highly recommended for any business looking to optimize their conversion, accuracy, efficiency, and management."
Austin Walter
Revenue Operations Manager, ShipBob
"PowerRouter has been a great addition to our tool stack for a number of reasons. It lives directly inside Salesforce so it connects seamlessly with our CRM. We were previously paying 4x the cost for the same or potentially less functionality. PowerRouter is a simple yet powerful and effective way to route sales leads."
Sam Rosenbaum
Head of Enterprise Sales, UXPin
"PowerRouter has been a perfect lead assignment solution. It has saved a lot of admin time and we anticipate increasing conversion rates leading to more sales"
Jasmine Watts
COO, Tahoe Mountain Realty
PowerRouter has helped us solve one of our important business needs in Salesforce. This tool ended up solving our round robin needs flawlessly!
Edward Glenbockie
Sales Operations Manager, Emtrain.
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