LeanData

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Overview

Connect your sellers with the right partners at the right time to facilitate strategic conversations that drive growth.

The LeanData Revenue Orchestration Platform, powered by No-Code Automation, provides flexible, easy, drag-and-drop workflows to automate friction-free processes in Salesforce. Bring in Crossbeam data, and you can orchestrate strategic plays that prioritize sales activities, encourage engagements, and enable co-selling motions with your partners.

  • Visualize and immediately activate your plays
  • Rewire processes at will, absorbing strategy shifts, reorgs and territory changes without breaking a thing
  • Centralize revenue operations to manage processes and handoffs between people and tools, both within Salesforce and across your third-party applications 
  • Leverage any object across Salesforce and along with LeanData integrations including Slack, Salesloft, and Salesforce Sales Engagement to create advanced notifications or automate cadences

 

 

Key Benefits

  • Improve Close Rates: When a new opportunity is created, identify which partners the prospect is using and notify AE and PAM to discuss if a Partner can help the deal. 
  • Reduce Churn: If a customer status changes to Yellow or Red, immediately notify your CSM and the SI partner to discuss the account health and retention strategy. 
  • Enable Co-Selling: When an account's Crossbeam data is updated, trigger the right sales activities. If both have open opportunities, notify reps to strategize together. If a partner wins a deal, enroll the account in a sales cadence focusing on the joint value proposition. 
  • Improve Attribution:  Did your partner forget to register their lead? This notification drives awareness with your partners to provide them time to reconcile any missed deal reg.

How It Works

From within the LeanData Flowbuilder in Salesforce, add the new Crossbeam node to any of your routing graphs. Kickoff a decision sequence when Crossbeam data is updated, or check Crossbeam overlap data when any object within Salesforce is updated (e.g. Opportunity Creation, Account Updated, Lead Created, etc.). Routing graphs can trigger advanced notifications via email or Slack, trigger tasks within Salesforce, setoff cadences within Salesloft or Outreach and much more.

Orchestrate plays across Salesforce by making Crossbeam data actionable. Advanced notifications, time-based actions & automated sales engagement are just a few ways to fuel partner impact.
Orchestrate plays across Salesforce by making Crossbeam data actionable. Advanced notifications, time-based actions & automated sales engagement are just a few ways to fuel partner impact.
Orchestrate plays across Salesforce by making Crossbeam data actionable. Advanced notifications, time-based actions & automated sales engagement are just a few ways to fuel partner impact.

Instructions:

If you're on a paid Crossbeam plan and a LeanData customer, then you’re ready to go. Simply login to your LeanData object in Salesforce to view the Crossbeam node within Flowbuilder. Easily drag and drop the node anywhere within your routing graphs to begin leveraging the power of LeanData with the insights from Crossbeam.

Detailed installation instructions will be available upon release.

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