AgentExchange

Help & Support

Elevate Your Agents with AgentExchange Solutions
Easily enhance Agentforce with pre-built AI solutions from AgentExchange. Browse, install, and deploy agents, actions, and apps directly into your environment. Tell Me More

Have Questions?

Matchbook AI Salesforce Connector: For 3rd party data integration & intelligence

Increase sales performance through accurate data

Overview

Through our partnership with Dun & Bradstreet, Matchbook provides a comprehensive platform to support data cleansing, accurate matching based on proprietary algorithms and access to high quality enrichments required to support sales business functions.

1 of 10

  • Accuracy: Our proprietary algorithms and processes put you in control over the accuracy of matching your records to D&B data.

  • Completeness: We provide a comprehensive firmographic layer to identify ideal accounts, segment accounts, understand cross-sell and upsell opportunities, and understand any risks.

  • Freshness: Our algorithms continually monitor the D&B dataset for changes so that we can provide updates to our customers.

  • Visibility: Drive data visibility across multiple CRM's, ERP's and other enterprise systems.

MATCHBOOK DATA CONNECT DELIVERS HIGH QUALITY ACTIONABLE INSIGHTS Through our partnership with Dun & Bradstreet, the global leader in commercial data, Matchbook provides a comprehensive platform to support data cleansing, accurate matching based on proprietary algorithms and access to high quality data enrichments required to support sales business functions. * Salesforce data cleanup and eliminate duplicates via de-duplication methods * Salesforce data mapping to the D&B global database of over 300M companies * Automated account matching based on proprietary machine learning algorithms * Comprehensive Data stewardship for accurate matching * Interactive search capability in Salesforce for new account identification before creation * Automatic enrichment of records with over 300 fields of rich DnB firmographic attributes * Refreshed daily based on changes * On-demand refresh through UI * Customized display of firmographic data to easily uncover duplicates and relationships * Complete Family Tree hierarchy * Account parenting * Uncover actionable insights using our analytics module and integrate data into Data Hubs, MDMs and other platforms

Categories

Business Needs
Sales Intelligence
Integration
Data Cleansing
Personas
Business Operations Manager
Data Professional
Sales Representative / Manager
Features
No Limits
This product's apps, tabs, and objects don't count against your Salesforce org limits. Learn More in Help
Lightning Ready
Optimized for Salesforce orgs that use Lightning Ready.
Community Builder
Ready to use in the Salesforce Community Builder.
Managed Package
This product is installed in your Salesforce org as a managed package and receives automatic upgrades.
No Limits
Lightning Ready
Community Builder
Managed Package