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Glossary

Account matching

Account matching is the step that attaches each person on a list to the company account they belong to, usually by email domain, and finds that account in the CRM so every contact inherits its owner and history.

How does account matching work?

  1. Find the domain. A work email carries one; a personal address or a bare company name needs domain resolution first.
  2. Match on the domain, then check company-name variants for the rows it misses.
  3. Match people too: email first, then name plus company, to catch a contact already in your CRM under another address.
  4. Flag whatever stays unmatched or ambiguous for a person to review.

Why does it matter?

Match accounts before you judge any of them. Miss a match and you get a false net-new, where your team treats an existing customer or an open deal as a stranger. The rep who spots it stops trusting your list.

The share of rows that match is your list’s match rate. It limits every step after it, from your account labels to your coverage gap.

Where do you find it in FieldXM?

FieldXM’s lists and enrichment matches the contacts on your list to their accounts for you. Its automatic quick pass finds each company’s domain, and FieldXM reports your match rate by event, rep, and team.

Related terms

  • Domain resolutionDomain resolution is the step that finds the company web domain for a list row that lacks one, working from a company name, a personal email address, or public sources, so the row can join an account.
  • Match rateMatch rate is the share of rows on a list that resolve to a known record, a company account for matching or a found email for enrichment, and it measures how much of a list a team can work.
  • List importA list import is the step that loads an attendee or lead file into a working system, mapping its columns to known fields and matching every row to a contact and an account before the team works it.
  • Account labelAn account label is a single tag stating an account's current standing with the selling team, such as net-new, in an open deal, or excluded, derived from CRM data so each account gets the right owner and play.
  • Attendee listAn attendee list is the set of people a team expects at an event, from the organizer, the team's own past scans, or its CRM, and the raw input every pre-show account plan starts from.

See it in FieldXM

  • Lists and enrichmentEnrich any list with FieldXM’s built-in waterfall of the best enrichment providers combined with its own powerful algorithm. It fills in domains, emails, and titles.

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