How Lattice Instantly Passes Buyers to the Right Rep

When SDRs at Lattice want to instantly pass a buyer to an Account Executive for next-step meetings, they use BookIt Handoff.

But LeanData Revenue Orchestration doesn’t stop there.

That handoff meeting has the power to trigger further automations like creating an opportunity or assigning ownership.

  • BookIt
  • Buying Journey
  • Lead Management
  • Operations
  • Routing
  • Scheduling

Related Resources

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How to Book More Qualified Sales Meetings in 2024

Hear Zachary Dammann, Sr. Revenue Operations Analyst at Lattice walk through Lattice’s journey with LeanData, and how integrating BookIt into their tech stack extends the value of LeanData’s capabilities to manage all steps in their buyer journey.