Case Study: Everbridge achieves faster, more accurate lead routing with LeanData

Everbridge saves 5 hours a week on lead management with LeanData

Everbridge, a critical event management platform, faced significant inefficiencies in their lead management process. Their systems were split between two platforms, leading to problems like record duplication, lost leads, and uneven distribution. Despite using over 100 Salesforce rules and 30+ Marketo programs, they could not support their complex logic, making implementing an ABM strategy difficult and impacting forecasting. To address this, they implemented LeanData's Matching and Routing solutions.

By using LeanData's FlowBuilder, Everbridge consolidated its logic into one platform for real-time updates and easier management. The vendor's solution automated manual processes, including record recycling and a round robin routing system for even distribution. Results included saving BDRs 5 hours per week, a 50% reduction in time spent on routing maintenance for Marketing Ops, and a 30% reduction in troubleshooting. This led to quicker response times, faster conversion rates, and an improved customer buying experience.

Everbridge