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Align.ly Lead-to-Account Matching, Lead Routing, and Lead Auto-Conversion

A simple, yet powerful lead-to-account matching, routing, and auto-convert.

Overview

With Align.ly Lead-to-Account, automatically match and route Leads to Accounts in real-time. View matched Leads in a related list on an Account. Optionally, auto-convert Leads to matched Accounts.

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  • *** Automatically Summarize Email Domains on Account *** Align.ly Lead-to-Account automatically scans your Contacts and summarizes unique email domains on the Account. No more countless hours of tediously updating and maintaining the "Website" field.

  • *** Match Leads in Real-Time *** Not only will Align.ly Lead-to-Account match all your existing Leads to Accounts, but any net new Lead will be matched and routed in real-time. No API calls, no delays, no fuss!

  • *** Route Leads to the Right Sales Reps *** Route Leads to the right sales reps in real-time based on any User Lookup field on Account. Improve follow-up times and ensure no Leads slip through the cracks.

Align.ly Lead-to-Account is a simple, yet flexible solution built for the Fortune 5,000,000. Don't want to blow the budget on a complex, expensive enterprise solution? Align.ly Lead-to-Account is for you. Features include: - Automatic email domain enrichment - Multi-domain support - Real-time lead-to-account matching - Match all existing Leads to aAccounts - Populate account fields on Lead based on the matched Account - Optional auto-conversion of Leads to matched Accounts - Related list of matched Leads on Account - Geography match (for when multiple Accounts use the same email domain) - Real-time Lead routing based on any User lookup field on Account - Flexible scheduling to match existing Leads to net new Accounts - Pre-populated email domain suppression list (for personal domains like @gmail.com, @yahoo.com, etc) - Ownership realignment across Leads and Contact to ensure ownership across Salesforce is always up-to-date View our Getting Started documentation at https://help.align.ly Implementation take just minutes. Get started with a 7-Day Free Trial when installing through the AppExchange (no credit card required).

Categories

Business Needs
Sales
Marketing
Data Management
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.
Multiple Currencies
Supports Salesforce orgs that use Multiple Currencies.
Managed Package
This product is installed in your Salesforce org as a managed package and receives automatic upgrades.
No Limits
Lightning Ready
Multiple Currencies
Managed Package

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