About the Customer
A global enterprise software company operating complex GTM motions and lead-to-account processes.
Challenge
Internal sales tools could not reliably map incoming leads to the correct accounts or to third-party reference data. Matching accuracy was low and internal teams spent large amounts of time on manual maintenance—slowing lead routing, scoring, and conversion.
How Matchbook Helped
Replaced brittle in-house tooling with an automated, third-party-aware matching pipeline that matched leads to accounts reliably.
Delivered dashboards for data quality, productivity and manual remediation tasks.
Tuned matching logic to improve the mapping used by scoring and routing engines.
Impact / Results
- Dramatic improvement in lead-to-account matching accuracy.
- ~80% reduction in manual rework, freeing teams to focus on higher-value tasks.
- Fully deployed and delivering measurable value in under 60 days.
Technology & Approach
- Event-driven matching services integrated with Salesforce and lead ingestion pipelines.
- Stewardship UI for continuous monitoring and human-in-the-loop corrections.
Business Benefits
Faster routing and more accurate scoring → improved conversion.
Significant time savings for IT and GTM operations.
Short time-to-value with clear operational metrics.
Request a demo to see how automated matching improves lead routing and GTM velocity.