LeanData & Salesloft Integration
Decrease time-to-first-touch by automatically engaging prospects
Challenge
Sales teams must manually engage prospects in a
timely and error-f ree fashion. Yet due to the tedious
nature of this work, teams often delay or forget to do
so entirely, resulting in increased customer acquisition
costs, a reduced likelihood of prospects converting, and a
negative buyer experience.
Solution
LeanData's integration with Salesloft allows a user to
route a prospect to the right rep with the appropriate
context and then immediately queue the prospect
for automated engagement. By enabling immediate
outbound engagement, sales teams can strengthen
prospect engagement, improve time-to-revenue, and
increase prospect conversion rates.
Key Benefits
• Create operational
efficiencies
• Frees up time for sales to
focus on more value-added
work
• Speed time-to-first touch
• Drive higher conversion
rates
• Improve the buyer
experience
Select Cadence to
add prospects to
New Lead or Contact
enters flow
Prospect follows
routing logic
Add the
SalesLoft node to
your routing flow
Lead Owner
User Field on Lead
Specific USer
Prospect is
assigned to rep
Message: Let's act on this
Lead ASAP <@New.Owner>!
Determine
Cadence assignee
Prospect is
auto-added to
configured
Cadence
Prospect
automatically
receives outbound
messaging
How it Works
Flowbuilder, LeanData's visual routing tool, makes it easy to determine which prospects to include
in a specific Salesloft Cadence as well as f rom what rep a customer should receive the automated
messaging f rom.
2901 Patrick Henry Drive, Santa Clara, CA 95054 | 669-600-5676 | www.LeanData.com
