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BOOKIT HANDOFF

Perfect your
buyer handoffs

Crush conversion goals with the most efficient automated scheduling solution for sales handoffs.

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Decorative image of LeanData's BookIt Handoff application. Also showing suggested hosts for a meeting that's scheduled.

Close deals faster with the only solution that automatically suggests the right person to book with – right now or later.

COMPELLING EXPERIENCES

No more back-and-forth emails

Instantly pass buyers to the first available specialist, effortlessly add group members, and automate reminders to improve conversion rates.

  • Check for future availability, or book meetings with reps available immediately and keep your momentum.
  • Handoff every buyer to the right team member, every time – and ensure the most timely and productive interactions.
Decorative image of available product specialists being scheduled with an account executive.
UNPARALLELED PRECISION

Schedule smarter,
not harder

Automatically suggest the right AE, round robin, territory, or group based on your unique business logic.

  • Suggest based on matched account, product interest, ownership, open opportunities and more
  • Match buyers to other CRM records with 95% accuracy across 6 fields with no configuration
  • Create custom tiebreakers to further increase accuracy
Decorative image of a pool of Enterprise Reps. The correct Rep is selected and scheduled with a prospect.
AGILE AUTOMATION

Flexibility at your fingertips

Toss out your manual spreadsheets and list-based rules. Activate suggestions with no-code drag-and-drop ease, and easily integrate with your favorite tools.

  • Google Calendar
  • Microsoft Outlook Calendar
  • Zoom
  • Google Meet
Decorative image of a prospect being match to an account, then being assigned a meeting with the correct team members.
REPORTING AND INSIGHTS

Optimize with x-ray vision

Maximize the impact of your automated handoff suggestions with full visibility into every scheduling outcome.

  • Metrics dashboards
  • Detailed audit logs 
  • Visual flow insights 
  • Native Salesforce reports 
Decorative image of a LeanData Audit Log list, next to two analytics bubbles.
“A major pain point was the distribution of opportunities to our closing reps…I love that now when sales managers approach me with questions about meeting distribution across their teams, I can answer quickly and have the data to back it up. Whereas prior to using Handoff, it would take up a large portion of my day which was frustrating. ”
Frank Quartararo
Global Manager of Inbound Sales Development, Remote

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