TLDR: Lead-to-Account is problematic in@saleaforce; @insycle has the solution and a live webinar to walk you through everything you need to know about this.
The Meta: Lead-to-account matching—the process of connecting leads to existing accounts—is core to Account-Based Marketing (ABM). It provides the full picture: instead of treating leads as isolated individuals, they’re linked to the companies they represent, enabling targeted marketing, personalized sales efforts, and better customer management.
The Bummer: Salesforce doesn’t link leads to accounts by default, complicating ABM workflows. Many companies resort to manual, time-intensive custom fields to bridge the gap.
The Good News: @Insycle streamlines the process with tools that automate lead-account matching, improving data quality and making ABM much more efficient. ...