What’s in a name? Everything, when it comes to accounts.
Tags: Named Accounts, Salesforce, Salesforce.com
Quiz time. You want to minimize channel conflict and improve sales alignment. What’s the best way to do that?
If you answered “Named Accounts,” then you’re absolutely right.
But named accounts aren’t a native feature of Salesforce. That means, in order to use named accounts, you’ll have to develop distinct lead assignment rules for every desired account. Even with a medium volume of accounts, this process will quickly become unmanageable.
Quiz time, part two. Is there an easier, more manageable way to apply a named accounts approach to Salesforce?
If you said “Yes,” well, don’t be too proud of yourself—it was a 50/50 shot.
With Apprivo Named Accounts, you can distinguish whether or not an account is “named” in Salesforce.
This innovation allows you to break free of assignment rules by creating matching rules that use either the account name or email domain of the named account to automatically route leads or send notifications to the appropriate account owner. The process is streamlined, scalable and manageable.
In other words, you’ll minimize channel conflict and strengthen key customer relationships.
Watch a demo now to learn more about Apprivo Portal Publisher.
To the point…
- Protects customer relationships
- Minimizes channel conflict with tighter sales alignment
- Accelerates conversion with clear account ownership
- Reduces admin overhead with efficient matching rules
Apprivo Named Accounts is available immediately. For pricing and purchasing details, contact Apprivo today.

