[Personalize] Insert key value proposition here

[Persona] leaders in [Industry] see:

 

  • 12% reduction in revenue loss
  • 15% increased conversions
  • 10% increased win rates

Trusted by [Personalize with industry logos]
 

 

Increase Intuit’s Operational Efficiency by 80%

Operations

Revenue Orchestration

Make end-to-end GTM process automation possible. Capture, cleanse, enrich, connect, and deliver data from multiple sources in just one place.

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  • Align and coordinate the people, processes, and plays to drive the right actions and outcomes
  • Build sophisticated and flexible workflow automation for any scale
  • Move with precision and agility to shape operations that fuel compelling buyer experiences
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Scheduling

Scheduling

Facilitate and accelerate customer interactions seamlessly with BookIt’s flexible, no-code automated scheduling solutions.

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  • Qualify, match, and book meetings directly from your webforms and chat
  • Instantly schedule follow-ups and handoffs with the right people, directly from within Salesforce
  • Accelerate scheduling with readily-available, personalized booking links
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Connect signals to relevant data

Unlock complete context around every buyer signal that enters Salesforce, enabling revenue teams to engage with confidence.


95% accuracy on every match, for any object
50%+ increase in signals matched to accounts
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Connect signals to relevant data

Operate with precision and ease

Automate assignments and updates of Salesforce records at scale according to any business logic using a drag-and-drop interface to design and deploy automation.

80% reduction in ops time routing data
20% more revenue saved due to accurate routing
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Eliminate ambiguity and extract more value

Use sophisticated capabilities for handling new and existing records in your CRM to prevent dirty data from impacting your revenue teams.


90% reduction in duplicate leads
70% reduction in time spent triaging leads
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Eliminate ambiguity and extract more value

Full visibility at every step

View and optimize revenue operations with detailed logs of every automated decision and action.

82% reduction in lead response times
25% increase in inbound lead conversions
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Full visibility at every step

Drive action every step of the way

Notify team members of critical updates with full context and prescribed actions, effortlessly removing roadblocks and keeping Salesforce updated in a timely manner, directly from Slack.

75% increase in marketing qualified lead (MQL) velocity
78% decrease in rep time spent rematching records
Learn about NotifyPlus
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Resources for [Persona / Industry / Use Case]

Trusted by Enterprises for GTM Execution

2x Closed Won Rate

“LeanData is like a Swiss army knife. We use it for data quality, for routing, and now for Buying Groups.”

Jeremy Schwartz Sr. Manager, Global Lead Management & Strategy
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60% increase in pipeline

“I LOVE LeanData. It has been so transformational for us. In adopting this process, we’ve seen a 60% increase in pipeline generated per month by putting these two technologies together. It’s been a complete game changer.”

Latane Conant CMO
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99% reduction in time spent updating routing rules

“LeanData’s special sauce, that we love, is that individuals can be intelligently matched to the accounts that we care about. Lead-to-Account matching allows us to look at leads in the context of accounts, which is what B2B cares about.”

Travis Henry Director, Sales Operations and Enablement
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Built for Enterprise Security and Success