April 2025 - 3.x Release Notes

The new Title Clustering feature enables users to easily categorize Leads and Contacts into normalized Buying Group personas. Rather than organizing people by manually reviewing each job title, this AI-powered capability accelerates persona identification, improving both automation and analysis.

Use Cases:

Improve Targeting: Easily segment and engage key decision-makers.
Optimize Analysis: Gain clearer insights into Buying Group composition and engagement.

Who: Available with Buying Groups Edition

How: Navigate to Buying Groups → Title Clusters to configure and enable automated Title Clustering.

Learn: For more information please see our Buying Groups - Title Clustering Guide.

Journey Tracker

Gain full visibility into where Buying Group members are across the entire sales cycle. From pre-sales marketing engagement to opportunity creation and beyond, Journeys enable reps to seamlessly manage and track Members and Signals from initial interest through deal closure, renewal, and upsell.

Use Cases:

End-to-End Visibility: Reps and managers can track Buying Group engagement from marketing interactions to closed-won deals and post-sale expansion.
Proactive Deal Management: Identify gaps in Buying Group engagement, ensuring the right personas are involved at every stage.
Seamless Handoff & Continuity: Ensure smooth transitions between marketing, sales, and customer success by maintaining a single, structured view of the Buying Group's journey.

Who: Available with Buying Groups Edition

How: Add the “LeanData Journey Tracker” Visualforce page to the LeanData Journey Record Page via Salesforce’s Lightning Record Page or Page Layout configurators. Find and click on any LeanData Journey created by LeanData’s Buying Groups automation in Salesforce to see the Journey Tracker.

Learn: For more information please see our Journey Record Page & Tracker Guide.

Journey FlowBuilder Graph

Enable seamless automation of Buying Group member assignments, ensuring each member is accurately aligned with the right Journey and owned by the appropriate representative. By automating these processes, teams can streamline workflows, enhance alignment, and improve overall efficiency and engagement.

Use Cases:

Stronger Team Alignment: Improve coordination between sales, marketing, and customer success with structured ownership of Buying Group members.
Increased Operational Efficiency: Eliminate assignment bottlenecks and ensure timely engagement with the right decision-makers.

Who: Available with Buying Groups Edition

How: Navigate to Buying Groups → Journeys → FlowBuilder to begin configuring a graph.

Learn: For more information please see our Journey FlowBuilder Graph Guide.

Journey Record Page

A central hub for all Journey Tracker information, this Admin-level resource provides a structured view of Buying Group activity throughout the sales cycle. This page allows users to manage and close Journeys, link relevant opportunities, and access key engagement insights.

Use Cases:

Faster Insights: Seamlessly connect active Journeys to relevant opportunities for better deal tracking and management.
Configurable Settings: Adjust Journey Tracker preferences and workflows directly from the record page for greater flexibility.

Who: Available with Buying Groups Edition

How: Find and click on any LeanData Journey created by LeanData’s Buying Group automation in Salesforce. The page can be configured via Salesforce’s Lightning Record Page or Page Layout sections under the LeanData Journey object in object manager.

Learn: For more information please see our Journey Record Page & Tracker Guide.

Journey Object Management & Reporting

Gain full visibility into Buying Group members and their engagement signals, from initial marketing interaction to opportunity close. All data is stored within a centralized Journey object, ensuring a seamless handoff between Marketing and Sales. Users can create Opportunities directly from Journey data, mapping Buying Group members as Contact Roles to align with existing go-to-market motions.

Use Cases:

Streamlined Automation:: Automatically associate Buying Group members with new opportunities for accurate pipeline tracking.
Enhanced Marketing Insights: Evaluate campaign effectiveness, refine persona targeting, and optimize go-to-market strategies using actionable Buying Group data.

Who: Available with Buying Groups Edition

How: Navigate to Buying Groups → Segments to begin configuration of LeanData’s automated Buying Group processing. This automation will maintain LeanData Journey, LD Journey Persona, and LD Journey Member objects for each Buying Group that can be used to build reports.

Learn: For more information please see our Journey Object Management & Reporting Guide.

Revenue Orchestration

Integration: Clari Groove Sales Engagement API

Now users can automatically add records to specified Clari Groove Flows using LeanData’s powerful routing and workflow capabilities. This integration ensures the right leads, contacts, and accounts are placed into the appropriate Clari Groove sequences without manual effort, optimizing rep productivity and engagement timing.

Use Cases:

Automated Sales Engagement Enrollment: Ensure high-priority leads and contacts are immediately added to the correct Clari Groove Flows for timely outreach.
Improved Rep Productivity: Reduce manual data entry and let LeanData automate sales engagement workflows, allowing reps to focus on selling.

Who: Available with Basic, Advanced or Premium packages of the LeanData Revenue Orchestration Platform.

How: Navigate to Integrations → Routing → Clari Groove to authorize the integration. Find and add the Clari Groove node to your graphs under the Integrations → Sales Engagement section.

Learn: For more information please see our LeanData - Clari Groove - Add to Flow Guide.

BookIt Platform

BookIt Handoff: Updated UI & Scheduling Page

The updated BookIt Handoff offers a more intuitive and streamlined user experience, enabling reps to quickly and effectively schedule meetings with the right people at the most appropriate time.

Use Cases:

More Precise and Optimal Handoffs: Reps can easily schedule meetings at the optimal time by leveraging a calendar that incorporates meeting buffer times and minimum booking notice.
Faster Adoption Across Teams: The updated scheduling page features new icons and tooltips that make it easier for teams to schedule meetings with the right people/pool.

Who: Available with BookIt Handoff.

Learn: For more information please see our BookIt Handoff User Interface Guide.

How: Navigate to a Lead/Contact SFDC Record → click the “BookIt Handoff” button (may be named differently in your org) to launch Handoff.

BookIt Links: Add Non-SFDC Users to Links & Invite

BookIt users can now add people who do not have Salesforce licenses when creating a meeting link to ensure that they account for everyone's availability. This allows for easier cross-functional collaboration and a friction-less scheduling experience, no matter who is included in a meeting.

Use Cases:

Technical Support: Sales reps can add a member of the product or engineering team to discuss technical considerations.
Sales Support: Sales reps can invite additional team members from Sales or other cross-functional teams to assist with driving deals or to provide more visibility into a deal.
Product Roadmap: Sales reps can add a member of the product team to join a meeting with a prospect to share the product roadmap and gather feedback.

Who: Available with BookIt Links.

How: Navigate to BookIt → Settings → BookIt Links to get started. Reach out to your CSMs to enable this feature.

Learn: For more information please see our BookIt Links Admin Guide.

Integration: Gong Conferencing

This new integration enables seamless automation across BookIt and Gong conferencing by allowing Gong users to generate unique conferencing links for each meeting scheduled through BookIt.

Use Cases:

Seamless Conferencing: Ensure that meetings scheduled through BookIt include dynamic Gong conferencing links for a seamless conferencing experience.
Greater Scheduling Flexibility: Users can easily schedule meetings utilizing other web conferencing providers such as Webex, GoToMeeting, Amazon Chime, and more.

Who: Available with BookIt for Forms and BookIt Handoff.

How: Navigate to Integrations → BookIt → Gong Conferencing to authorize the integration. Users can set Gong as their conferencing provider by navigating to their User page under People → Users and clicking on the Video Conferencing tab.

Learn: For more information please see our BookIt - Gong Conferencing Integration Guide.

General Product Enhancements

At LeanData, we are constantly working to enhance your flexibility and ease of use. Below are the latest enhancements we've made to LeanData to help you achieve better results. Please see in the parenthesis which LeanData packages each enhancement applies to:

New Color Scheme: LeanData Blue is now the primary color in our product, replacing green for a refreshed visual identity.

(LeanData Revenue Orchestration Platform)

Get Records (SOQL): Customers can now leverage the power of SOQL queries to dynamically identify and retrieve Salesforce records directly within the LeanData graph, enabling real-time record updates and flexible workflow adjustments.

(LeanData Revenue Orchestration Platform & BookIt Handoff)

Territory Segment Manager Access: Users can now assign Territory Segment Managers edit access specific to the segments they oversee, without granting full LeanData access.

(LeanData Revenue Orchestration Platform & BookIt)

Related Activity Nodes: BookIt now offers greater scheduling flexibility as it can automatically suggest meeting hosts based on related Salesforce Activities (Tasks or Events).

(LeanData BookIt for Forms & BookIt Handoff)

Handoff “Meeting Scheduler” Variable in Smart Rep: Admins can tailor meeting host suggestions based on who is scheduling the meeting. This ensures that the right user or pool of users is suggested without having to update any Salesforce records.

(LeanData BookIt Handoff)

Scheduled Emails for Deauthorized BookIt Users: BookIt Admins will now receive recurring emails notifying them if there are users who have errors in BookIt (e.g., deauthorized calendars), enabling them to promptly take action and resolve errors as needed.

(LeanData BookIt)

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