Lead-to-Account Matching

Give sales the context they need to work every lead, and lay the foundation for account-based strategies — so you never miss another opportunity.

Turn your raw data into actionable sales insights.

Process bottlenecks are part of every company’s growing pains. When inbound volume grows, territories evolve, or you decide to implement account-based strategies, it can feel impossible to handle leads quickly and accurately enough. Let Highroad manage your data seamlessly with lead-to-account matching in Salesforce. Here are some of the high-growth companies we’ve helped:

Get the Context You Need to Take the Right Action on Every Lead, and Every Account.

Without matching, you don’t really know who your leads are. The result? Mishandled prospects, poor customer experiences, and lost deals.

Match leads to your accounts in Salesforce so you can take action based on existing relationships, key account data, and other critical sales context.

Salesforce gets cluttered with unhelpful data from forms, chat bots, imported lists, and more. Left unchecked, bad data slows down your sales process.

Clean your inbound data and lead lists in real time. Keep the information you need without creating duplicates, and enrich leads before assignment.

You want to implement 
account-based strategies,
but with no way to connect
leads to accounts in Salesforce,
your options are limited.

Matching is the key that unlocks account-based everything. Get inbound leads to their account owners, and gain visibility into account-level activity.

What Our Customers are Saying

"Lane Four has been thoughtful and creative in helping us transform many of our key revenue processes, including lead routing & territory assignment. It's one of the best customer support experiences I've had."
Manas Kulkarni
Manas Kulkarni
Sr. Revenue Operations Manager, Spring Health

What Our Customers are Saying

“Lane Four Consulting is the perfect partner to build and expand your CRM and scale your operations in line with your company’s exponential revenue growth.”
Feleen Ali
VP, Business Operations, Q4

What Our Customers are Saying

"The support team is very knowledgeable about Salesforce. Combined with the amazing customer support, Lane Four really sets us up for success."
Tiffany Thomas
Senior Marketing Operations Architect, BizLibrary

What Our Customers are Saying

"Very strong and responsive support. The team took the time upfront to understand the business logic we needed, rather than just shoehorning us into some out of the box logic.”
jacob levinger
Jacob Levinger
Marketing Operations Manager, Retool

Get Into the Revenue Hero's Toolbox

Level up your knowledge with the latest revenue ops resources.

Tips, Tools, & Ideas For Ops

Speed to Lead: 3 Problems Slowing Sales Down (And How to Solve Them)
4 Ways Matching & Routing Unlocks Territory Planning
Why is Lead Routing Critical for Account-Based Strategies?

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