Xactly Improves Sales Efficiency with LeanData Matching and Lead Routing

February 27, 2020 Ashley Ward

Xactly, a Sales Performance Management company,  recently reimplemented Salesforce and required a full evaluation of all integrations. The Marketing Ops team needed to execute marketing programs, while expecting Sales to take immediate, specific actions on their leads. They quickly determined that building the required capabilities inside Salesforce would lead to extensive coding, coupled with time-consuming quarterly updates.

LeanData was quickly reimplemented as "Time-Saver #1". The Sales teams not only automated lead-to-account matching and routing, but they continually use LeanData for identifying misrouted leads and duplicates, exploring how leads are routed, and receiving timely email and Slack notifications. Xactly has to move fast, and with LeanData, Sales can start every day more effectively and they don't have to think about it.

 

"It allows Sales to operate more efficiently and start their day more efficiently."                                                               

- Jim Barron, Marketing Ops Director

About the Author

Ashley Ward

Ashley heads Customer Marketing at LeanData and is responsible for the development of strategic initiatives to drive growth and advocacy throughout the customer lifecycle. Her favorite part of Customer Marketing at LeanData is getting to know OpsStars who are transforming the way they work.

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