Overview

LeanData Blueprint is a powerful analytics solution that helps companies identify and analyze buying groups within their Salesforce instance. Blueprint leverages LeanData's best-in-class fuzzy matching algorithm to evaluate leads as potential buying group members by connecting them to matched accounts. The tool provides analysis of historical opportunities and requires Lead-to-Account Tagging to function effectively, enabling companies to gain deeper insights into their buying group patterns and improve their go-to-market strategy.

 

Please Note: The LeanData Go-To-Market Operations Solutions: Blueprint is a new and separate package from the LeanData App package in the AppExchange. To access LeanData Blueprint, you will need to install this package.

 

Steps to Access LeanData Blueprint:

1. Install the LeanData Go-To-Market Operations Solutions: Blueprint package via the Salesforce AppExchange.
2. After installation is complete, reach out to your LeanData partner to enable LeanData Blueprint in your Salesforce instance.
3. Find the package by searching for “LeanData Analytics” in Salesforce.

Note: LeanData Blueprint requires the main LeanData package. If you haven't installed the main LeanData App package yet, you can do so by following these instructions.

 

Steps to configure LeanData Blueprint:

1. In order to evaluate relevant Leads as Buying Group Members on historical Opportunities, we require the use of LeanData Tagging to provide Blueprint with each Lead’s matched Account.
   • If you do not already have Lead-to-Account Tagging turned on in the main LeanData package, you will need to perform a One-Time Tagging run on any Leads you would like to include in Blueprint analysis by following these instructions. If unsure of what filters to use, please reach out to your LeanData partner for assistance.
2. Work with your LeanData partner to configure all necessary Blueprint settings. Details on each setting can be found here.