Lead-to-Account Matching: The Essential B2B Foundation


A how-to workshop to set you up for revenue success with InsideView, Qualified, and Salesforce

More than 71% of you rank improving your CRM data quality as a very high priority, but almost no one has a strategy to ensure success. Come to this workshop and:

  • Learn how to assess the quality of your CRM data
  • Create a realistic plan for improving it
  • Use a new ROI value framework tool to show the revenue impact of improving -- and the consequences of doing nothing
  • Dive into more gnarly data topics such as account hierarchies, lead-to-account mapping, account engagement measures, and matching algorithms
  • Learn the latest thinking on account-based engagement and conversational marketing and how CRM data quality impacts both

You’ll leave this workshop armed with knowledge and a CRM Data Strategy Workbook to help you apply your learnings back at your company.

Due to the interactive nature of this event, spots are limited. Save yours today to join in on the conversation!


1. Using Data for Modern Go-to-Market Strategies:
  • Demand generation during demand times
  • Conversational marketing
2. Networking Break and Quiz - get ready to win prizes!

3. Data management break out session
  • Look at real data - understand how to get to good data
  • Use data to unlock specific business use cases
  • Learn how to scale good data practices and get to ROI



Neha Shah

Director of Product Marketing
Salesforce Pardot


Sean Whitely


stacy-roach (1).png

Stacy Roach

Senior Data Management Consultant


Adam Perry

Director of Product Marketing

Save Your Seat!