List Match is a powerful tool that allows you to upload your list of contacts, including your salesperson’s name and customer number, to Catapult. Then the List Match tool's matching algorithms will match your contacts to EDA’s list of buyers. Here are a few examples of how you can take advantage of the List Match functionality:
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Export a list of contacts or prospects from your CRM tool, then upload the list to Catapult and map your customer number and salesperson’s name to the available UDF fields. Now, the Query Results from Catapult will include your customer number and salesperson’s name. This makes it easy to find those top buyers that aren't even in your database. |
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Upload the list of contacts who visited your booth at a recent trade show, and monitor their post-show spending with EventWATCH. |
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Upload the list of contacts used for your most recent direct mail campaign, and monitor their post-campaign spending with EventWATCH. |
Standard Users - The List Match application is limited to Administrative Users, but once the Administrator uploads and maps a list, all users within an organization can apply the list to their Queries or Watches. If you would like to take advantage of this powerful functionality, please contact your account administrator so they can upload the list you need.
Administrative Users - Please contact EDA if you want to take advantage of the List Match tool (contact information provided below).