Lead to Account Matching - old data/accounts

CarlyShideler · December 2023

Hey everyone,

We are just starting to use the lead to account matching orchestration. Could anyone share with me how they validate the orchestration data changes? I'd like to hear about your experience with the orchestration, how confident you are with the matches, etc? I am trying to get a handle on this orchestration and to build trust in it - but I am pretty fresh in understanding it and identifying how much manual intervention there needs to be

For example,

6sense updated one of our leads that is assigned to Visa Inc, to Inovant LLC. From what I can see, inovant merged into visa quite a few years ago.
6sense updated one of our leads to tribridge, even though tribridge became DXC in 2017 (see linkedin)

Right now we are seeing value, but also concerned with some of the outdated matching it's doing

Thanks in advance for sharing your experience!

Rachel Zerilla · December 2023

I'll tag in the product manager @CarlyShideler who can give you some best practices :)

john_iannone · December 2023

Hi Carly! Here are my thoughts from the product end:

6sense matches Leads to Accounts based on the domain and country tied to each record. When companies merge, some of the domains end up classified under the parent company. In this instance, those companies may still operate independently though, causing the match to the child corporation.

Here is our Lead-to-Account FAQ as well: https://support.6sense.com/knowledge-base/360038752374-faq-lead-to-account-matching-l2a/

Hope this helps! Let me know if you have any further questions.

Rachel Zerilla · December 2023

Thanks, @john_iannone!

Lead to Account Matching - old data/accounts

Comments

Categories