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Anonymous
January 23, 2015
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Managing Contacts from Target Accounts as Leads

  • January 23, 2015
  • 3 replies
  • 1400 views
I am currently trying to figure out a way to effectively manage leads from target accounts without using contact householding.
I thought of possibly using unique codes for each buyer profile and a unique code per account and then export to run a gap analysis but it seems tedious.
Does anyone have any other great ways of doing this?
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I have seen others on the boards recommend Lean Data (http://www.leandatainc.com/) for routing leads to target accounts. I did a demo with them the other week and the solution seems designed for what you are looking for. Worth checking out. 

3 replies

A
Anonymous
Accepted solution
January 23, 2015
I have seen others on the boards recommend Lean Data (http://www.leandatainc.com/) for routing leads to target accounts. I did a demo with them the other week and the solution seems designed for what you are looking for. Worth checking out. 
    Josh_Hill13
    Josh_Hill13
    Level 10
    January 23, 2015
    when you say manage and run a gap analysis, what are you really trying to do?
    • match contacts to accounts?
    • understand contact count per Account?
    • match data against third party provider?
    • associate contaccts to Accounts?
    • run campaigns per Account?
    A
    Anonymous
    January 23, 2015
    I want to be able to run reports on what personas/contact type is missing from each account. also to be able to segment by each person per account with relying on exact data.
    These will all be leads not contacts under accounts - so the association isnt easy.
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