Routing

 

New Product! BookIt

Instantly turn buyer signals into secured meetings

Empower prospects to instantly book meetings with your reps using flexible and easy automation. Whether you use Marketo, Pardot, or Hubspot for your webforms, BookIt’s drag-and-drop scheduling automation enables you to create compelling inbound experiences and handle B2B selling complexity at any scale. You can now leverage your unique go-to-market logic to match each prospect to a rep, provide them with a selection of available meeting times, and allow them to immediately book time on your team’s Office/365 or Google Calendar.

Learn more about the newest addition to the LeanData platform and how we can help you secure more meetings with your prospects!

 

Any Object Routing

You can now route any object in Salesforce with LeanData Routing. Yes – any! Break away from heavy IT reliance and effortlessly orchestrate any standard or custom object beyond Leads and Contacts.

 

Whether you’re looking to route Contracts to the right CSMs or alert account owners of potential Churn Risks, the possibilities are endless. Simply add your desired objects to LeanData and get started – stress and code free. Learn more!

 

Use Cases:

• Act on ‘moment-in-time’ buyer signals: Route objects like Marketing Engagement or Product Interest to the right sales team member for the most relevant outreach.
• Streamline partner onboarding: Route Partner Registration Applications to the right revenue team member to execute the partner onboarding process.
• Facilitate customer onboarding: Round robin various onboarding tasks to evenly distribute tasks amongst Implementation & Customer Success teams.
• Mitigate churn risk: Route churn risk objects to customer teams in real time. Alert them of potential revenue loss based on product usage data & take action to mitigate.

 

Any Object Routing unlocks countless use cases to help you increase pipeline and revenue, boost productivity, and deliver a best-in-breed customer experience. Please reach out to your Customer Success Manager or Professional Services partner to learn how to get started! 

 

 

 

Contact-to-Account Matching

Contact-to-Account Matching is now available in LeanData! Contact Router now leverages the power of LeanData’s fuzzy matching algorithm to help you ensure every contact is matched to the best possible account in Salesforce. This means – less time reacting to incorrect or outdated data, and more time engaging the right contacts with the right context. 

 

Drag & drop the new nodes – Contact-to-Account Match node, Contact-to-Account decision nodes, and Route to Matched Account Owner node – into your graph to automatically match and route contacts to the right account and owner! 

 

Use Cases:

• Find The Best Match: Match new contacts to the right account in Salesforce, ensuring they’re always associated with the best possible match. 
• Clean Your Database: 

  • Re-match orphan contacts (stand-alone contacts) and non-orphan contacts (contacts associated with a placeholder account) to the right account in Salesforce. Update the Contact with the correct account information.

  • Re-match auto-created contacts from external systems (CDP, external software) to the right account in Salesforce. Route them to the correct Matched Account Owner.

 

Get started today by going to LeanData > Routing > Contact > FlowBuilder.

 

Click here to view the guide: Contact to Account Match Node

 

 

Add Opportunity Team Members

You can now automatically add or replace Opportunity Team members directly in Opportunity Router! Use the new Assign Opportunity Team Members node to add team members and assign their roles based on various criteria, as well as migrate over any user fields on the Opportunity to the Opportunity Team. 

 

Automating Opportunity Team assignments directly in your routing logic not only saves you time, but also boosts your sales team’s productivity by providing key users immediate access to opportunities! 

 

Use Cases:

• Automate Opportunity Team Updates: Save time by automatically updating an Opportunity Team based on opportunity criteria, such as Owner or SDR Assigned.
• Report on Sales Impact: Add SDRs to Opportunity Teams to better capture their impact. Use these insights to calculate compensation and credit towards their quotas.
• Add Relevant Team Members: Assign the right Product Specialist to an Opportunity Team dedicated to opportunities for a specific product line. This ensures the sales motion can be supported by the right resources.  

 

Get started by going to LeanData > Routing > Opportunity > FlowBuilder! 

 

Click here to view the guide: Add Opportunity Team Members

 

Please note: Opportunity Teams must be enabled directly in your Salesforce org prior to using the Assign Opportunity Team Members node in your graph. 

 

 

 

Additional Product Enhancements

 

New Permission Set for LeanData View

Controlling access just got easier! With the new LeanData View permission set, you can now specify which user profiles should have exclusive access to the LeanData View. This provides users selective access to: 

• LeanData View’s visual components in Salesforce
• LeanData search field on the Account

 

Users best suited for this permission set are those that need LeanData View for their qualification workflow but do not require access to the LeanData Dashboard, Routing Insights, or full permissions to the LeanData App. 

 

With more fine-tuned control over your revenue team’s information access, you can eliminate any confusion in rep workflows and better enforce data security compliance. Check it out by going to LeanData > Admin > Settings > Permissions! 

 

Membership in Assignment Nodes

You can now easily identify and act on inactive users that are associated with Assign Owner nodes across active graphs! Leverage the new ‘Assign Owner’ column on the Users page to quickly see the number of Assign Owner nodes that reference each inactive user. Simply click or hover over these numbers to view a tooltip with links to each associated deployed graph!

 

With increased visibility to inactive users across your assignment nodes, you can readily mitigate impacted Assign Owner nodes, reduce time spent ensuring a valid graph, and increase routing accuracy. Check it out by going to LeanData > People > Users!

 

 

Validation Error Linkage to Node Properties 

Quickly resolve validation errors in FlowBuilder with links to invalid nodes found in your graph! Validation Error alerts now contain direct links to the nodes in your graph with invalid configurations. Clicking on these links will open up the node properties, allowing you to easily resolve errors and deploy your graph quickly. Navigate to FlowBuilder > Invalid Graph > Alert Icon on top-left of your graph to check it out! 

 

Hi, Have You Met “Integrations”? (aka Partner Apps page!)

The Partner Apps page just got a new name – Integrations! Not to worry, the page still houses the same integrations that you know and love. This includes our key integrations with Outreach, Salesloft, Slack, and High Velocity Sales. Been meaning to integrate one of these apps? Head over to LeanData > Integrations to get started! 

 

Salesloft Node – Branding Update

Our Salesloft Integration has been modernized to reflect Salesloft’s new branding across all copy & logo usage within the LeanData App. This includes our FlowBuilder nodes, Integration page, and the integration details page!