Case Study: Traliant achieves 15% lift in meeting accuracy with LeanData BookIt

Traliant boosts meeting accuracy 15% with LeanData

Traliant was using the AI SDR platform Qualified, but faced a challenge because its booking logic operated separately from their CRM routing in Salesforce. This created a conflict where the two systems would sometimes make competing decisions, leading to meetings being booked with the wrong sales representative or not recorded at all.

To solve this, they embedded LeanData's BookIt product directly into their Qualified chatbot. This consolidated all routing into the LeanData system, which uses rules like checking recent touchpoints and applying fuzzy matching to assign the right rep. The solution provided an immediate 15% lift and eliminated the previous routing conflicts and manual cleanup.

Traliant