Buying Groups: One Record for B2B Account, Contact & Lead Purchase Committees

AUTOMATIC BUYING GROUP CREATION: Accounts and Leads are automatically grouped into Buying Groups using intelligent name matching. Includes Account to Account, Account to Lead, Lead to Account and Lead to Lead matching for comprehensive coverage.

FIVE MATCHING METHODS: Exact, Stripped Exact, Fuzzy, Hierarchy and Email Domain matching ensure the highest possible match rate across your data.

REAL-TIME ENGAGEMENT SCORING: Campaign responses from Contacts and Leads update Buying Group engagement scores instantly, giving sales and marketing teams live visibility of buying committee activity.

NEW BUSINESS VS EXISTING CUSTOMER INTELLIGENCE: Leads and Accounts are brought together in a single Buying Group, giving your team a unified view of both new business opportunities and existing customer relationships across the entire buying committee.

OPPORTUNITY TRACKING: Opportunities are automatically linked to Buying Groups, giving a complete picture of pipeline activity per buying committee.

THREE AUTOMATION TIERS: Choose Automatic, Suggested or Manual mode to match your team's workflow and data governance requirements.

CONFIGURABLE MATCHING SETTINGS: Adjust fuzzy match threshold, name prefix and suffix strip lists, engagement score rolling window and more from a single settings record.

PRIMARY ACCOUNT MANAGEMENT: Automatically designates and tracks the primary Account within each Buying Group, keeping your data clean and consistent.

EASY INSTALLATION: Installs in minutes with automatic default settings creation. Includes a Permission Set for straightforward user access management.