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

Buying Groups for Salesforce - Account-Based Buying Committee Intelligence

Overview

Automatically identify and track B2B buying committees in Salesforce - group Accounts, Leads, Contacts and associated Opportunities into Buying Groups using intelligent name matching, including Campaign Engagement Scoring and New Business tracking.

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.

What is Buying Groups? Buying Groups is a native Salesforce app that automatically identifies and tracks buying committees across your Accounts, Leads and Contacts. In B2B sales, decisions are rarely made by one person - Buying Groups helps your team see the full picture of who is involved in a purchasing decision. How it works When a new Account or Lead is created, Buying Groups analyses the name and email domain and assigns it to an existing Buying Group or creates a new one automatically. No manual data entry required. Matching Methods • Exact Name • Stripped Name • Hierarchy • Fuzzy Name • Email Domain Engagement Scoring Every Campaign response from a Contact or Lead updates their Buying Group engagement score in real time - giving your team instant visibility of buying committee engagement. Automation Tiers Automatic, Suggested or Manual - choose the level of automation that suits your team. Buying Groups is the ideal way to bring together and manage your Accounts, Leads and Contacts that belong to the same buying committee, unifying disparate Salesforce records into a single, comprehensive view that reflects how your customers and leads actually make decisions.

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

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