Fuzzy matching

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Presentation Description

Vyakar’s Lead to Account matching as a service offers performance and flexibility for corporations to be able to deploy custom Lead Management Solutions. The realtime match result service is accessible via API. It is also possible to create custom API depending on specific deployment requirements, to know more about website :- http://vyakar.com


Presentation Transcript

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1 | P a g e DATA SHEET PLATFORM AND API OVERVIEW INTRODUCTION All organizations from the smallest businesses to the biggest corporations face their own set of challenges. No two can be run exactly the same way. Each one will require a different approach when it comes to data management dealing with internal information dissemination and client interface. This is where we come in. Don’t let a canned lead routing approach dictate the way you manage information and deal with clients make sure you have the best the industry has to offer. The Vyakar Lead Routing platform is designed to work just beyond the standard lead routing approaches. We provide API for businesses to use these are tools that are especially useful to handle some extremely customized business requirements. VYAKAR PORTAL The Vyakar portal is the place to pre-configure the following:  API definition  Upload templates  Target Accounts  List Match preferences  User Setup and Access STANDARD API Work with Marketing Automation vendors such as Eloqua and Marketo to match a marketing contact against the Target Account list. Also integrate with CRM systems using API to sync Account Campaigns Leads Contacts Opportunity Users and Products. CUSTOM API Work with Vyakar team to create a custom API that could be used to match leads against target account. There are two ways to manage the target account list: Manage Target Lists  Single Record Management: Be able to Upsert or Delete one target account record at a time using company ID

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DATA SHEET PLATFORM AND API OVERVIEW 2 | P a g e www.vyakar.com  Bulk Management: Upload a file as payload in a predefined format and desired action such as Upsert or Delete SALESFORCE API Lead to Account matching requirements vary based on one’s objective. For lead routing a tighter and confident match is required while for marketing segmentation norms can be relaxed a bit and throw a wider net.  Real time sync between Salesforce Development Community and Vyakar for Accounts Contacts Leads Campaigns and Opportunities  Lead to Account Matching API for SFDC  Configurable API for other CRM to sync leads account contacts campaigns and opportunities  Configurable API for other CRM for lead to account matching LEAD MATCH API  Single Lead Match: Match a single lead record against a Target Company list  Bulk Match: Upload a file as payload in a predefined format to match against a target list and get back the results in an email. 4701 Patrick Henry Drive| Building 25 | Santa Clara CA 95054 Telephone: 1.844.321-LEAD 5323 | infovyakar.com

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