LeanData ran an extensive pricing study with customers and prospects to understand which packaged capabilities deliver the best value for the largest segments. To meet the needs of these different groups while keeping pricing simple, we offer more capabilities and five-star implementation services to accelerate time to value. This way, our customers can easily adopt modern Revenue Orchestration and acclimate to changes in strategy and technology without a complicated renewal cycle.

Yes. LeanData can use any data provided by a third-party vendor that you have in Salesforce, which allows you to bring your own technology. Additionally, LeanData can update Salesforce fields that other third-party party vendors use, letting you incorporate more technologies into your automated processes. In short—if it’s in Salesforce, you can use it in LeanData orchestration.

Yes, BookIt can be purchased and implemented without the rest of the LeanData Revenue Orchestration Platform. Our customers typically choose to purchase both products to maximize the value of every buyer signal that’s captured with BookIt and then entered into Salesforce.

A user is any Salesforce user or queue that is explicitly assigned to a standard or custom Salesforce object. If you don’t know how many users you will need, just contact us and we’ll help you determine which package best fits your needs and limitations.

Yes. Many companies have an existing initiative to eliminate duplicate data within their CRMs. For this reason, LeanData resells Cloudingo to immediately enable precise data cleansing as part of your automated revenue process. LeanData also has a third-party integration with Cloudingo so that duplicate buyer signals can automatically be identified and removed with precision at any point in time, even if new or existing records need to be matched and cleansed.

To make sure that your LeanData implementation is custom-tailored to meet your specific needs and deliver a rapid return on your investment, Implementation Services are sold separately. Please contact a LeanData representative to help you determine which package and services are best for you, based on your current priorities or challenges.

A “Connected Calendar” is an individual user license approved to receive and/or book meetings on a calendar (i.e. Microsoft Outlook Calendar or Google Calendar) using the LeanData BookIt service.

Both! All BookIt Handoff users that book a meeting (i.e. Sales Development Rep) and receive a meeting (Account Executive), will need a Connected Calendar license.