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4 locations. One operator. One account.

The same operator sits in your CRM under several spellings and locations. Each one becomes a single account.

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Four CRM records that belong to one operator. The names and figures are invented.
CRM / Accounts
Search: juniper kitchen4 records
  • Juniper KitchenSame operator
  • JNPR KITCHEN #3Same operator
  • Juniper Kitchn – DecaturSame operator
  • Juniper Kitchen BuckheadSame operator
One accountLarkin Group
10 locationsOne owner
How it matches

Different spellings. Same place, same operator.

Records are compared on name, address, phone, website and operator, so "JNPR KITCHEN #3" and "Juniper Kitchen" resolve to one location of one operator, with the confidence on the match.

  • Name variants, abbreviations and store numbers
  • Address, phone and website as evidence
  • Confidence on every merge
Two CRM records compared field by field and matched to the same location and operator. The names and figures are invented.
CRM / Accounts / Match
Two records, one locationWhy they match
FieldRecord ARecord BMatch
NameJuniper KitchenJNPR KITCHEN #3Same, respelled
Address1120 Peachtree St NE1120 Peachtree St.Same
Phone(404) 555-0142404.555.0142Same
Websitejuniperkitchenatl.com—From the listing
OperatorLarkin GroupLarkin GroupSame
MatchOne location
High
Merged into Larkin Group's account
Whitespace

The locations you did not have.

The account carries every location the operator runs, including the ones that were never in your CRM.

  • 4 in your CRM, 10 in the account
  • New locations flagged as new to you
One account with every location the operator runs, including those missing from the CRM. The names and figures are invented.
Accounts / Larkin Group
Chain · 10 locationsLarkin Group
  • Juniper Kitchen · MidtownIn your CRM
  • Juniper Kitchen · DecaturIn your CRM
  • Juniper Kitchen · BuckheadIn your CRM
  • Juniper Kitchen · MariettaNew to you
  • + 6 more locations
Larkin Group4 → 10in your CRM → in the account
Account ownership

One owner per operator.

Each operator becomes one account with one owner, so one rep holds the relationship for all its locations and territories are counted in operators.

  • One owner, one conversation
  • Quotas count buyers, not listings
Operator accounts, each with one owner and every location under it. The names and figures are invented.
CRM / Accounts
Operator accountsOne owner each
AccountLocationsAccount ownerLast touch
Larkin Group10SM SamOct 08
Bayshore Hospitality4TY TaylorOct 02
Oak Table Group3CS CaseySep 30
Northside Foods Group6SM SamSep 24
One owner, one conversationLarkin Group10 locations · 1 account owner
Sam

Keep reading

PlatformLegal mappingThe location is not the account. The legal owner is.SolutionsCRM enrichmentYour target accounts, with no missing columns.SolutionsTAM & territory mappingSize the market before you assign it.

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