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BOOKIT HANDOFF

Streamline Your Buyer Handoffs

Crush conversion goals with the most efficient automated scheduling solution for sales handoffs aligned with your buyer journey.

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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 INBOUND EXPERIENCES

No more back-and-forth emails

Instantly connect buyers to the first available specialist, effortlessly add buying group members, and automate reminders to improve conversion rates throughout the buyer journey.

  • Check for future availability, or book meetings with reps available immediately and maintain momentum.
  • Connect every buyer to the right team member, every time – and ensure the most timely and productive interactions aligned with their journey stage.
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 and buyer signals.

  • 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 additional configuration
  • Create custom tiebreakers to further increase accuracy and eliminate guesswork
Decorative image of a pool of Enterprise Reps. The correct Rep is selected and scheduled with a prospect.
DYNAMIC 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 to support any GTM motion.

  • 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 actionable insights

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

  • 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

Proven Results: Better Handoffs, Intelligent Distribution.

LeanData transforms the critical handoff process, intelligently connecting inbound interest with the right reps to unlock and accelerate measurable pipeline.

8

hours/week saved by each BDR (Rebuy)

48 %

improvement in average time to first qualified call (2024 BookIt Customer Survey)

82 %

reduction in lead response times (2024 BookIt Customer Survey)

70 %

of BookIt customers reported meeting assignment speed (2024 BookIt Customer Survey)

LeanData products

See Automated Scheduling in Action

Learn how you can modernize your GTM strategy to fuel buyer interactions and drive efficient growth.
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