Felix B.

I think you are best off with this receipe

super valid points, also experienced that. Thanks a million!

Colin P. I checked various approaches and rolled some of them out to team. unfortunately we were only at 60% accuracy somewhat. We are now considering building our own service to make a fuzzy match lookup. Any plans from your end to improve the lookup functionality because it feels like the “contains lookup” is so drastically error prone that at least for us its not really usable in day to day operatoins

okay, fair points. Super helpful! I’ll try out a few approaches! 🫶

Okay I figured out that the results are way better if I normalize the name with GPT4. You think thats as good as it gets or is there another way to keep improving?

Colin P. fair point, works already way better now! Problem though is that for most companies in our CRM we do not have a URL and run Clay to get URLs, but obviously need to know if the company is in the CRM already to avoid duplicates. If you check the last row within the table (Clay Test - Salesforce Lookup) it does not get any matches based on the company name, although we disabled the exact match. This clearly feels like a bug, doesnt it? Weirdly, this seems to be quite arbitrary. 2 weeks ago the lookup based on the company name worked very well.