Before you can read the whole story of a deal, you need to know that the contact in your call recorder, the sender in your inbox and the payer in billing are the same company.
Why matching matters
When CRM, email, calendar, calls, marketing, support and billing are connected and people and companies are matched across all of them, a deal reads as one story from first touch to collected cash instead of five partial ones.
What if your CRM data is messy?
Most CRM data is. Matching can happen inside Deal without touching your CRM, so cleanup is not a prerequisite for getting started.
