Understanding Lead to Account Matching

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What’s the difference between a lead and a contact and why do they need to be matched?

A lead is a prospective customer from an account around whom traditional volume Marketing and Sales are based. A salesperson may pursue a relationship with each lead to work towards a closed win. 

A contact represents one attribute of an account that allows Marketing and Sales to see the prospective customer as part of the bigger picture for the entire account. 

Since Salesforce keeps track of your leads, Demandbase helps you to be account based by integrating with Salesforce and matching leads to target accounts. You can then analyze and take action on these leads in the context of Account Based Marketing/Experience.

What does Demandbase match?

Once accounts are added to an account list, Demandbase starts performing Lead-to-Account (L2A) matching, continually driving your account based analytics, orchestration, and actioning capabilities.

Demandbase automatically matches leads to accounts and populates the custom Matched Accounts fields in Salesforce. You can also manually convert your Lead records to Contact records associated with the Matched Account. See Set Up Lead to Contact Conversion.

To generate a report on the effectiveness of the system’s lead to account matching, to the Lead Matching Report page. 

To access the page, from the left navigation bar, go to Settings_N.png Settings > Lead Matching > Lead Matching Report.

When does Demandbase match leads to accounts?

By default, Demandbase syncs Leads every 5 minutes. You can adjust this setting from the Data Sync Setting page.

To access the page, from the left navigation bar, go to at Settings_N.png Settings > Demandbase-Wide Settings > Data Sync Settings.

After leads sync from Salesforce, it can take 10-30 minutes for matching to occur in Demandbase, depending on the volume of changes with leads. When matching occurs, Demandbase updates the Matched Account field on the Lead. This updates can be viewed on the Fields page.

To access the page, from the left navigation bar, go to Settings_N.png Settings > Analytics > Fields.

How exactly does matching work?

Demandbase considers the company name and email address when matching a lead to an account.

In addition, we use geographic fields (country, state/region, city, postal code) to differentiate multiple equally good matches based on company name and email address. The system compares the company name on the lead with the account name, performing fuzzy matching to normalize variations in how names are entered. For example, Demandbase recognizes that Microsoft Corporation, Inc. and Microsoft are the same company. For email addresses, the system compares the email domain on the lead with the company website from the account.

The prioritization / differentiating rules when there are multiple matches work as follows:

  • When there's both a company name match AND an email address match to the same account, that match has the highest priority.
  • A company name match alone (without an email address match) has second priority.
  • An email address match (without a company name match) has third priority.

If there are multiple accounts that match to a given lead with the same priority, then one is selected based on the best geographic match. The quality of a geographic match depends on how far down the geographic hierarchy a match exists: Country < State/Region < City < Postal Code. When performing a geographic match, the system understands that different spellings resolve to the same country or state (example: United Kingdom vs. the UK).

When matching occurs, Demandbase updates the Matched Account field on the the Lead with the mapped account.

Why isn't a specific lead matched?

 For the system to run L2A matching:

  • The account must belong to an account list.
  • The user syncing Demandbase and Salesforce together must have access (visibility) to that lead.
  • To convert to a contact, the lead cannot be a queue. It must have an explicit owner.

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