The Scenario
You're a sales ops analyst. Five hundred new inbound leads just hit the workbook from last week's webinar. Before the SDRs start dialing, you need to cross-check them against the 2,000-row existing customer list — because calling a current customer as if they're a cold lead is a support escalation waiting to happen.
The webinar form collected "Acme Solutions" while your CRM has "Acme Solutions Inc." A VLOOKUP won't catch it.
The bad version:
- Open both worksheets side by side and eyeball 500 names against 2,000 — you've done it before, it takes three hours, and you still miss transposed words.
- Write a fuzzy match formula that fires on too many false positives to be actionable.
- Ask the dev team for a fuzzy match script — their sprint ends in two weeks.
The SDRs start calling at 9 AM. It's 8:20.
The Easy Way: One Prompt in SheetXAI
SheetXAI reads both worksheets of your Excel workbook and calls Interzoid's organization match score endpoint to compare names across them.
For each prospect name in column A, compare it against every customer name in Sheet2 using Interzoid's org match score and write the best-matching customer name and its score into columns B and C.
What You Get
- Column B: the closest matching customer name from Sheet2 for each prospect.
- Column C: similarity score (1-99) for that match.
- Any prospect scoring above 80 automatically flagged for account team review before the SDR call list is finalized.
- Rows with no close match left blank so the SDR team knows which are genuinely new.
What If the Data Is Not Quite Ready
Column A has inconsistent formatting — some names include domain, some are all caps
Before comparing, strip domain suffixes and normalize casing for all names in column A, then run the Interzoid match score against Sheet2 and write results to columns B and C.
You want to score specific name pairs from a preliminary review
Take the name pairs in columns A and B and use Interzoid to score their similarity, writing the score to column C and marking any row above 80 as a likely duplicate.
The customer list in Sheet2 has some blank company names
Before matching, filter Sheet2 to rows where column A is not blank, then compare each prospect in Sheet1 column A against that filtered list and write the best match and score to columns B and C.
Full dedup workflow in one pass
For each prospect in Sheet1 column A: compare against Sheet2 using Interzoid org match score, write the best matching customer name to column B and score to column C. Flag rows where column C exceeds 75 as 'LIKELY EXISTING' in column D. Sort descending by column C. Route LIKELY EXISTING rows to a separate 'AccountTeam' worksheet.
The call list is clean by 8:55 AM.
Try It
Get the 7-day free trial of SheetXAI and open your Excel workbook with both the prospect list and customer roster — ask SheetXAI to cross-check column A before the morning call list goes out. Then see the spoke on deduplicating company names by match key or the full Interzoid integration overview.