In this Savant template, we will explore a fast and efficient approach to consolidating data from multiple sources. Our goal is to understand the connection between leads and accounts, providing valuable insights for sales and marketing teams.
💼 Business Impact
By providing RevOps teams with a programmatic approach to match leads to accounts, Savant users can unlock several benefits:
Enhanced evaluation of individuals by leveraging account firmographics.
Increased effectiveness of Account-based Marketing (ABM) and sales motions by aligning leads with the appropriate accounts.
Empowers sales teams with a comprehensive view of all inbound and outbound activities associated with a specific account.
📥 Data In
To perform the lead-to-account matching using the Savant template, we require data from two primary sources: SFDC and Hubspot. The input data consists of CRM lead contact records and CRM account records. These sources provide the necessary information for linking leads to their respective accounts.
📤 Data Out
The primary question we aim to answer using the Savant Match Leads to Accounts template is: "What companies are the leads associated with?" By leveraging the power of Savant's data consolidation capabilities, we can provide a clear and comprehensive picture of the accounts linked to each lead. This valuable insight enables businesses to understand the context and background of their leads, facilitating more personalized and effective communication.
📝 Template Setup
To set up the lead-to-account matching using the Savant Match Leads to Accounts template, follow these steps:
Step 1: Data Input
📥 Replace Leads Source with the appropriate lead source.
📥 Replace Account Source with the relevant account source.
Step 2: Configuration
In this step, we define the key parameters for mapping leads to accounts using the Savant template.
Step 3: Destination
We recommend configuring the output to a Google Sheets file or a database. This allows for easy access and further analysis of the matched leads and accounts using the power of Savant's data management capabilities.
🌠 Further Customizations
To enhance the analysis using the Savant Match Leads to Accounts template, consider implementing the following customizations:
Add a summarization node at the end of the process to calculate metrics such as the number of leads per account and the number of leads by creation date. This provides deeper insights into lead distribution and performance.