Lead to Account Matching
3 min
Overview
Account-based marketing provides the capability to link known customers to sales accounts. This allows marketing teams to engage with potential leads from the target accounts early in the customer journey to increase their chances of conversion. A known person record typically includes part or all of the following information:
- Person name
- Email address
- Contact number
- Company name
- Company website
- Job title
- Location
Settings
Daily-run jobs use both deterministic and probabilistic factors to match known lead profiles without existing account associations. Known lead profiles will have one of the following attributes available:
- b2b.companyName
- b2b.companyWebsite
- workEmail
In Adobe Experience Platform:
- Go to the menu Accounts > Profiles
- Click on the Settings button, in the top right corner
- Check that the Related account and Lead-to-account matching processes have been enabled
Monitoring
It's possible to monitor the execution of these processes.
- Go to the menu Data management > Monitoring
- Set the data type to Account profile enrichment
- Look at the metrics
