A Free, Simple Yet Powerful Lead-to-Account Matching Solution for Salesforce
Watch a full demo of Align.ly Lead-to-Account Matching in action and then request a download link from the Salesforce AppExchange.
Why Lead-to-Account Matching in Salesforce?
Go 100% Account-Based
To properly implement an Account-Based Marketing (ABM) and Sales strategy Leads need to be matched to Accounts in Salesforce.
Proper Lead Routing
Route Leads to the correct Salesforce user 100% of the time by relying on Account Owner as the source of truth.
Shorten Lead Capture Forms
Drastically reduce the amount of fields on lead capture forms by relying on Account data to route and score the Lead.
Increase Conversion Rates
Enable sales reps to easily view an Account holistically and prospect the entire buying committee to improve conversions.
Tracking KPIs and Metrics from Contacts and Accounts will enable a more simplified and accurate view of performance.
Optimize Lead Nurturing
By working off Account data, marketing teams can easily include/exclude segments and deliver targeted content to the right personas.
Since Leads are matched to Accounts in real-time, there is less of a chance of accidentally creating a duplicate Account.
Sales and marketing will spend less time researching and updating Salesforce and more time doing their day-to-day jobs.
How it Works
Step #1: Summarizes All Email Domains on Each Account
Each Contact on an Account is scanned and all unique Email Domains are summarized on the Account, so as Contacts are added to Accounts your Lead-to-Account Matching gets smarter!
Step #2: Matches Leads to Accounts Based on Email Domain
In real-time, new Leads are matched to Accounts and, if configured, Lead Owner is automatically updated to the Account Owner.
Step #3 (optional): Converts Leads to Matched Accounts
Automatically convert Leads to Matched Accounts and, if configured, during the conversion process set a custom Converted Status and update the Contact Owner to the Account Owner.
Most enterprise organizations have 2+ active Email Domains. Align.ly Auto-Convert will identify them all.
Lead-to-Account matching happens in real-time, which means Leads are always routed to the correct Salesforce user.
Dynamically Update Ownership
In real-time, update Lead and Contact Owners to match Account Owner. Never route a prospect to the wrong user again!
Since Align.ly is 100% automated, it means little-to-no day-to-day management.
Suppress Leads, Contacts, Accounts, and even entire Email Domains (ie @gmail.com) from being matched and/or converted.
Schedule Align.ly to run when it is right for your business or run it manually any time.
Have multiple Accounts in different geographies with the same email domain? No problem. Turn Geography Match on for those select Accounts.
Retroactively Match Leads
Already have Leads in Salesforce that need matching? Or maybe you created a new Account and need to match existing Leads to the Account? No problem with Align.ly.
Align.ly is a 100% native Salesforce application making it easy to install and manage.
Custom Converted Status
During the conversion process, set a custom "Converted Status" to track Leads that automatically converted.
Is the Align.ly Salesforce App really free?
Yes. The full version of the Align.ly Salesforce App is 100% free - no catches.
If the Align.ly Salesforce App is free, how do you make money?
While our Salesforce App is free, Align.ly also has a web version of our app that is paid. The paid web version is not required to use the free Salesforce App.
Do you provide installation, implementation, and/or training services?
Yes. If you need assistance with installing and implementing the Salesforce App, we do provide services. Please Contact Us to discuss your needs and pricing (if applicable).
What versions of Salesforce does Align.ly support?
Align.ly is compatible with Enterprise, Unlimited, Developer and Performance editions of Salesforce.
Is there additional documentation on Align.ly?
Absolutely. We have detailed documentation and how-to videos in the Help section of our website found at https://help.align.ly. Also, feel free to reach out at any time with questions or if you need assistance. We are more than happy to lend a helping hand.