List Match Tool

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:

 

Bullet

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.

 

Bullet

Upload the list of contacts who visited your booth at a recent trade show, and monitor their post-show spending with EventWATCH.

 

Bullet

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).

Training Options

Video Learning

The Catapult Video Tutorials are the perfect training option for a hectic work day. These comprehensive lessons cover everything you need to know to put Catapult to work for you. Learn how to maximize Catapult at your pace, on your schedule.

BEGIN TRAINING

Live Training

If you learn best from a live instructor, then EDA’s Live Training sessions are the option for you. Our experienced trainers will guide you, online, through the ins and outs of Catapult.

REGISTER

User Guide

EDA’s Catapult User Guide is a comprehensive, step-by-step manual with all the knowledge you need to put the power of Catapult to work for you. Whether it’s installing Catapult Analytics or creating custom Watches and Queries, this resource will guide you to where you need to be.

DOWNLOAD