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BookIt

Instantly book meetings between leads and the right rep

Improve productivity and increase pipeline with flexible no-code scheduling automation

Book meetings with speed, precision, and less back and forth

Activate inbound plays with no-code, drag-and-drop meeting scheduling automation. Empower prospects to instantly book their preferred meeting time with an automatically assigned rep. Real-time, scheduling workflows work seamlessly inside the Salesforce ecosystem without any syncing delays.

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1,000+

World-class customers

5k+

Game changers in the LeanData community

10+

Years of continuous innovation

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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Assignment accuracy every time

Automatically assign the best person to meet with each prospect, according to any business logic, using a drag-and-drop interface to design and deploy automation.

70% reduction in time spent triaging leads
80% reduction in time managing rules
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Flexibility for prospects

Let prospects instantly book an available time with their assigned rep through an easy-to-use interactive calendar, immediately after submitting a web form.

95%+ reduction in time spent scheduling
25% increase in inbound lead conversions
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Full visibility at every step

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

90% reduction in duplicate leads
82% reduction in lead response times
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Full visibility at every step

Easy automation that accelerates pipeline

Book more meetings with the speed and precision needed to transform buyer signals into buying decisions.

  • Distribute form submissions according to any assignment model, including Round Robin, Territory, Account-based overlays, and explicit users
  • Reference data on any matched record to make the most accurate meeting assignment
  • Adjust automation for any buyer, meeting type, web form, or assignment model
Easy automation that accelerates pipeline

Create compelling inbound experiences

Enable prospects to instantly book meetings with the right team member, with unrivaled precision and flexibility.

  • Accelerate lead conversion by enabling any visitors to book meetings through webforms
  • Deliver a compelling on-brand experience that instantly shows available meeting times
  • Eliminate back-and-forth scheduling efforts with automatic calendar invites and confirmations
  • Automatically create meeting types for any scenario with customizable Salesforce events
Create compelling inbound experiences

Handle B2B selling complexity at any scale

Operate with precision, speed, and relevance for each buyer.

  • Instantly match form fills with existing CRM records for full context before a meeting is scheduled
  • Match form fills to other CRM records with 95% accuracy across 6 fields with no configuration
  • Create custom tiebreakers to further increase accuracy
  • Give reps full context for each meeting without any lengthy research or cleaning data
Handle B2B selling complexity at any scale

Unsurpassed visibility into automated processes

Refine assignment logic with detailed logs of every automated decision and action.

  • View, troubleshoot, and optimize meeting assignments with dashboards, reports, and detailed logs about every automated match, decision, action, and end result
  • Report on every CRM record that arrived through BookIt
  • Analyze Revenue Orchestration data with the use of native Salesforce reports and LeanData reportable data objects
Unsurpassed visibility into automated processes

Ready to increase the efficiency of your Revenue Orchestration?

Learn why 1,000+ top-ranking companies rely on LeanData to simplify their buyer journeys and accelerate time to revenue

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Scheduling Benefits

Improved speed-to-lead

Improved speed-to-lead

Instantly secure time with your prospects while they are interested, avoiding delays caused by back-and-forth communication.

Accurate meeting assignments

Accurate meeting assignments

Schedule meetings between prospects and the right rep, every time, regardless of how complex your assignment model is.

Increase customer engagement

Account-based experiences

Easily determine the right account team members and give them full buyer account context when assigning and scheduling meetings.

Unrivaled operational transparency

Unrivaled operational transparency

Quickly understand how BookIt matches and schedules each form submission, and optimize and troubleshoot automation with ease.

Simple automation

Simple automation

BookIt allows any business logic to be used when scheduling meetings with the easy-to-use, no-code drag-and-drop flow builder.

Reliable scheduling automation platform

Reliable scheduling automation platform

Since BookIt is built upon Salesforce, your meetings are reliably matched and assigned to reps while your trusted CRM is available.

Highly rated in all the right places

1,000+ top-ranking companies rely on LeanData to simplify their buyer journeys and accelerate time to revenue

G2
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Salesforce
  • star
  • star
  • star
  • star
  • star
TrustRadius
  • star
  • star
  • star
  • star
  • half-star

“LeanData makes Lead to Account matching easy. Which is crucial for ABM and routing leads. They also make routing a breeze compared to complex SFDC rules. I can easily match my new leads to accounts or opportunities while also checking for duplicate leads or contacts before deciding the best routing rule.”

  • star
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Anonymous, G2 ReviewMid-Market(51-1000 emp.)
Power up your revenue engine with our suite of integrations

Reimagine how teams and tools work together with integrations and workflows that move in one seamless process

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Resources for revenue professionals

The LeanData Resource Center connects community with content to help revenue team stars shine

2022 Inbound & Outbound Sales Pipeline Performance Benchmarking Report
eBook
2022 Inbound & Outbound Sales Pipeline Performance Benchmarking Report

LeanData, in collaboration with Atrium, Clearbit, Modern Sales Pros and RevOps Squared, conducted research throughout July and August, 2022 to benchmark inbound & outbound pipeline performance.

15Five Automates Inbound Lead Routing Using LeanData
Customer Story
15Five Automates Inbound Lead Routing Using LeanData
3 Data Productivity Strategies to Improve Sales Efficiency and Speed to Lead
Webinar
3 Data Productivity Strategies to Improve Sales Efficiency and Speed to Lead
3 Keys to Successful Sales Enablement
Webinar
3 Keys to Successful Sales Enablement
See all resources
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See LeanData in action

Learn how you can modernize your Revenue Orchestration to fuel buyer interactions and growth.

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  • Automate the end-to-end revenue process
  • Facilitate and accelerate your company’s growth
  • Gain better visibility and control over your process
  • Increase sales productivity and close more deals