Case Study: Bluewolf boosts meetings by 40% and sales activity by 20% with LeanData

Bluewolf sees a 40-percent increase in meetings scheduled and a 20-percent improvement in overall sales activities with LeanData

Bluewolf, an IBM Company and award-winning Salesforce consulting agency with 16+ years of CRM expertise, faced a persistent internal problem: Salesforce’s lack of a natural link between leads (individuals) and accounts (companies). That “great architectural divide of Salesforce” forced reps to manually route and reconcile leads, creating wasted time, missed account interactions and a siloed view of opportunities.

Bluewolf implemented LeanData’s fuzzy-matching and automated routing to match leads to accounts, de-duplicate records, improve lead scoring and ensure leads go to the right reps with full account context. Since implementation in fall 2016, Bluewolf reports a 40% increase in meetings scheduled, a 20% improvement in sales activity (calls and emails), and a 4.7/5 power-user satisfaction score — “a critical piece of our larger strategy to make us more productive and efficient,” said Travis Henry.

Bluewolf

Travis Henry

Marketing Manager