Account Boost is a feature designed to improve the accuracy of matching leads to accounts in your CRM system. It assigns extra importance or weight to specific accounts so that incoming leads are more likely to be associated with them during the matching process.
This is particularly useful when certain accounts are considered high-value or are part of strategic sales and marketing initiatives.
¶ How Does Account Boost Work?
When a new lead is created, the system attempts to match it to the most relevant account based on available information (such as company name, email domain, etc.).
Example:
A new lead enters the system with the following details:
- Name: Sarah Johnson
- Email: sarah@techfuture.com
- Company: TechFuture
The system finds two potential account matches:
- TechFuture Ltd (with domain
techfuture.com) - Tech-Future Inc (no domain, minimal data)
Because TechFuture Ltd has a verified domain match and is marked as a boosted account, it will receive a higher score during the matching process. As a result, it is selected as the lead's account match—even though both account names are similar.
¶ Why Use Account Boost?
- Improved Matching Accuracy: Ensures leads are connected to the right accounts based on domain, data quality, and strategic importance.
- Operational Efficiency: Reduces the need for manual matching or lead reassignment.
- Sales & Marketing Alignment: Helps prioritize accounts that are part of active campaigns or target lists.
- Better Data Quality: Leads to cleaner, more reliable CRM data by avoiding duplicate or incorrect account associations.
¶ Key Concept
Think of Account Boost as a way to highlight certain accounts as "important" so that the system makes smarter and more strategic decisions during lead-to-account matching.
¶ Boost Configuration Rules
- You can configure up to 5 field-based boost conditions.
- Each configuration must include:
- Field Name
- Field Value
- Boost Level
- Boost levels must be a numeric value from 1 to 5:
- 1 = Lowest priority boost
- 5 = Highest priority boost
Each row defines a condition under which an account will be given higher priority when matching leads.
¶ Where to Configure
Navigate to the Account Matching Setup tab, then select Account Boost. From there, you can add, edit, or delete