Overview
Uber for Business faced growing pains in its go-to-market execution, with manual processes slowing momentum and creating friction between marketing and sales. By implementing LeanData’s intelligent GTM orchestration platform, the team rebuilt a more agile, connected GTM engine, accelerating speed to engagement, improving sales alignment, and creating a scalable foundation for growth.
- Industry
- Transportation and Logistics
- Location
- San Francisco, California
- Interview With
- Nicole Peinado, Revenue Technology Manager, AI Ops
Solutions
BookIt Scheduling
Results
68%
53%
Accelerating the Sales Cycle with Automated Meeting Scheduling
With a solid orchestration foundation in place, the next objective was to accelerate deal velocity. The team implemented LeanData’s automated scheduling solution, BookIt, to allow high-intent prospects to book meetings directly. This eliminated the friction and delays common in traditional handoffs.
The results were transformative
- Deal Velocity Skyrocketed: The sales cycle for prospects who used BookIt shrank from 78 days to just 25 days—a 68% increase in deal velocity.
- Win Rates Improved: Win rates for the same cohort jumped from 32% to 49%, demonstrating that a faster, more seamless buyer experience directly translates to revenue.
“We leaned heavily towards LeanData’s BookIt solution,” says Nicole. “It already connects with our CRM, we’re able to have visibility into books of business, and we’re routing it to the correct owner. That owner doesn’t have to worry about rerouting it to somebody else.”
Innovating with AI and Intelligent Automation
Uber for Business is also pioneering the use of AI to further enhance the customer experience. The team recently launched an AI agent powered by Agentforce to manage its self-service funnel. When the AI agent encounters a complex query it cannot solve, it seamlessly transitions the prospect to a live conversation using LeanData.
“The prospect is able to book a meeting, and that’s powered by BookIt,” explains Nicole. “The handoff is also powered by BookIt. We have started leveraging LeanData to connect some of our AI solutions with automation.” This connected experience ensures no prospect is left behind, turning a self-service interaction into a high-value sales engagement.
Driving Measurable Impact Across the Funnel
By implementing LeanData for both orchestration and scheduling, Uber for Business has created a fully orchestrated GTM motion that is agile, efficient, and measurable. The ability to automate complex processes, integrate with new technologies like AI, and adapt to constant change has empowered the RevOps team to become a strategic driver of growth.
“The possibilities are endless with what you can do in LeanData,” concludes Nicole. “I really recommend it for any RevOps leader looking to automate processes, clean up your CRM, and increase deal velocity. It’s very impactful.”
“We leaned heavily towards LeanData’s BookIt solution. It connects seamlessly with our CRM, ensuring meetings are routed to the correct owner without delays. The results have been incredible. ”
Nicole Peinado
ABOUT UBER
Uber for Business is a global platform for managing rides, meals, and deliveries. Since 2014, we’ve helped over 170,000 companies delight employees and customers alike through commute programs, meal offerings, on-demand delivery, and more.
