Overview
Reveal's advanced matching algorithm has been curated to include the most relevant data fields so that we can uncover the most accurate matches between your data source, and your partners. Our goal is to show matches that are reliable and accurate, and to remove duplicates and weak overlaps.
If our matching algorithm is not confident in the match, we don't display it. This means that you can look at an account mapping and know the matches that are displayed have been vetted and are not arbitrary.
What does the advanced matching algorithm take into consideration
Reveal's matching algorithm adapts to each CRM data model, as we know that a one size fits all approach doesn't work for different CRMs.
Some of our advanced capabilities include:
Data normalization (detection of domain names, phone numbers, etc.)
Cross-object data (uses data across all fields, all objects)
Geolocation (including the capability to set it up to take into account geography or not)
Detection of companies registration numbers based on format (DUNS, SIRET, etc.)
Other fields used by our system to compute matches are:
What is shared by default with your partners
The following fields are displayed to your partners by default:
Company name
Account status
Open deal: by default a tick is shown in this column if an opportunity is open
Owner: by default name and email address are displayed
Known primary contacts: number of contacts and job titles
Other primary contacts: number of contacts and job titles
# Contacts
Common contacts: number of contacts and job titles
Country
Employees
Industry
Other contacts: number of contacts and job titles
What is not shared with partners
Reveal does not share any Personally Identifiable Information (PII) with your partners relating to contacts in your CRM.
You can choose not to share the Account Owner details (name and email address) with your partner if you prefer:
Example of how a match is made
In my Salesforce CRM I have an account called Ald Automotive. The website URL for this company is www.ald.com. I have several contacts listed under this account in my CRM, they all have the email address ...@ald.com.
My partner, Levenue, has the accounts Ald Automotive France and Ald Automotive Germany in their HubSpot CRM. The website URL associated to the accounts is www.ald.com.fr and www.ald.com.de. Several contacts are saved under each account in HubSpot, all with the email domain ...@ald.co.
Reveal's matching algorithm will identify that Ald Automotive and Ald Automotive France and Ald Automotive Germany have the same email domain, so the matching would look like this on Reveal:
Not sure why an account has matched, or not, with a partner? Tips and tricks to troubleshoot
Reveal's matching algorithm will take into account data from three levels of fields in your CRM:
Account/company
Opportunity/deal
Contact
If you find a match that doesn't make sense, follow these steps to troubleshoot what the issue might be:
Check the domain of the company for both you and your partner within your account mapping. You might find that the company Swisshotels is saved under an incorrect domain by your partner:
Check the contacts listed under the account in your CRM. Do any of them have an incorrect email domain?
For example, Sally Jones is saved under the Swisshotels account with email sally@grandhotels.comStill not able to find out why a match is, or isn't appearing, contact our Customer Support team for more help
Want to learn more about Reveal's matching algorithm, or need help troubleshooting an account mapping?
Book a call with your Account Manager, by clicking on the link below.