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Table of Contents

New Add-On: NotifyPlus (Generally Available)

BookIt

• BookIt Handoff: Instant Handoff
• BookIt Links: Salesforce Lead & Event Creation
• BookIt Links: Meeting Logs
• BookIt For Forms: Prioritize Fairness for Count-based Pools

Revenue Orchestration Platform

• Integration: Salesloft Rhythm Missed SLA & 6sense Intent Data
• Routing: Enterprise Territory Management Compatibility

General Product Enhancements

 

New Add-On: NotifyPlus (Generally Available)

Accelerate the manual tasks across your revenue process, with precision and alignment, using the new interactive Slack notifications. You can now send notifications via Slack that enable the recipients to create new records or update any routed or matched record, from directly within Slack! Streamline operations, improve process adherence, and accelerate pipeline like never before.

• Custom Buttons in Slack Notifications: Prescribe necessary and prompt action, with full context. Define which actions a team member needs to complete, with a form to send new data or updates back into Salesforce.
• SLAs Tracking: Set expiration times and auto-tracking completion for each action sent in a notification. Easily hold team members accountable, including reps and those that they depend on.
• Suggested Inputs: Accelerate updates and keep Salesforce data accurate by enabling reps to provide unique values used to create or update records, confirm suggested values, or even select an option from Salesforce picklists or searchable records.
• Continued Processing: Automate next steps based on inputs or SLA compliance. Whether next steps are conditional on action taken, inputs provided, or timely action taken, continue to automate updates, merges, or even initiating engagement sequences.  Seamlessly incorporate manual input as part of one entire process.

Who: Please reach out to your account team to learn more! 

Learn: For more information, please see our NotifyPlus Slack Integration Guide.

 

BookIt 

BookIt Handoff: Instant Handoff 

Keep buyers engaged by reps through instant handoffs. BookIt Handoff now enables reps to see which team members are immediately available and seamlessly handoff off a live meeting, or to see who is soon available to book an immediate followup meeting. Instant Handoff also works  with group meetings. Eliminate the risk of someone missing a future meeting, spend less time searching for the best rep's availability, and accelerate high intent buyers through your sales process!

Who: Available with BookIt Handoff

How: Navigate to BookIt > Settings > BookIt Handoff to get started. 

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

 

BookIt Links: Salesforce Lead & Event Creation

Create Lead and Event records from your BookIt Links! Now, not only can prospects schedule time via your BookIt Links, but an associated Lead record and Event record can be automatically created in Salesforce when the meeting is booked. Keep your scheduling forms simple and eliminate more tedious work for everyone by automating record creation. 

Who: Available with any BookIt product

How: Navigate to BookIt > Settings > BookIt Links to get started. 

Learn: For more information please see the BookIt General Settings Guide.

 

BookIt Links: Meeting Logs

You can now see which Leads have booked a meeting through BookIt Links in one central location! Get better visibility into the meeting details  when someone books a meeting with your team using links.

Who: Available with any BookIt product

How: Navigate to BookIt Links  > Meeting Logs to get started. 

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

 

BookIt For Forms: Prioritize Fairness For Count-based Pools

More flexibility in your count-based pools! You can now automatically assign meetings to the rep that might need them most. When using count-based pools in your graph, you can now prioritize fairness in distribution as an alternative to prioritizing prospect availability. This will instead display the availability of the rep who has the fewest scheduled meetings. To ensure prospects don’t get stuck with a rep with poor availability, you can also set thresholds, which pull in the availability of more reps in your pool and allow a prospect to meet with the next best rep.

Who: Available with BookIt For Forms

How: Navigate to BookIt > Round Robin to get started. 

Learn: For more information please see the Schedule Meeting with Round Robin Node Guide. 

 

Revenue Orchestration Platform 

Integration: Salesloft Rhythm Missed SLA & 6sense Intent Data 

React quickly to changes in the buying cycle with our expanded Salesloft Rhythm integration functionality. Our updated integration detects when a Contact displays high intent signals via 6Sense, and creates a Play within Rhythm altering revenue team for fast follow up. 

Increase conversion rates and book revenue faster by tracking all missed SLA’s in Rhythm. LeanData will send all time-based automated activities directly to the Rhythm focus section where the sales team can take priority action. 

Use Cases:

• Convert buyer signals to revenue: Centralize all buyer intent data for contextual follow up. 
• Speed to Lead:  Quickly enforce SLA action and drive prompt follow up by sales representatives.

Who: Available with Advanced or Premium Platform package

How: Navigate to LeanData > Integrations > Salesloft to get started. 

Learn: For more information please see Salesloft Rhythm Integration Guide.

 

Routing: Enterprise Territory Management Compatibility 

Leverage your robust Salesforce Enterprise Territory Management (ETM) feature within LeanData’s easy to use drag and drop interface! After you’ve configured ETM, use our new integration to effectively reference the ETM model and assign records. Customers can utilize the contextual routing LeanData offers and the territory segmentation and structure of ETM in one out-of-the-box node. Currently available in all premium Salesforce objects router.

Use Cases:

• Maximize Salesforce ETM functionality: Easily refer to your existing ETM model for routing efficiency.
• Reduce Time Spent Searching ETM: Save time and minimize mistakes when building assignment rules in flow builder. 
• Shorten Time-to-Value: See immediate value and impact after your ETM configuration, leveraging our routing to optimize your revenue orchestration. 

Who: Available with Premium Platform package

How: Navigate to LeanData > Flow Builder > Action > Route > ETM Model 

Learn: For more information please see the Route to ETM Model 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:

Token Management: Customize the tokens used by LeanData products in your Salesforce org, and minimize unwanted token authorization from non-admins. Admins can also have more peace of mind that LeanData can use secondary tokens as a fallback, and more easily audit the actions taken by LeanData in Salesforce. 

(All LeanData products and packages)

 

BookIt Meeting Times: You can now book a meeting on a rep’s calendar just 15 minutes before the meeting begins. The previous minimum was one hour.

(LeanData BookIt)

 

Routing Graph Organizer: Reduce the complexity of your graphs and the time spent maintaining them, all while increasing their sophistication with our updates Graph Organizer.  You can now use 21 different colors to collapse and expand sections on your graph to more easily understand the portion of the graph you're working on and view different sections of your graph at one time. 

(LeanData Revenue Orchestration Platform Advanced & Premium packages and LeanData BookIt)

 

Permissions Assignment: Now users without “Assign Permission Sets” permission in Salesforce would not be able to assign out permissions in LeanData, ensuring permission setting alignment between LeanData and Salesforce. 

(LeanData Revenue Orchestration Platform)

 

Data Table Based Routing: You can now add version descriptions to each version and have up to 50 versions per Data Table. The Last Modified Date is updated to reflect active version's last modified date. Also resolved an issue where User ID and Account ID are not surfaced in field mapping in node property. 

(LeanData Revenue Orchestration Platform Advanced & Premium packages)