Case Study: Uber achieves faster deal velocity with LeanData BookIt and Agentforce

A LeanData Case Study

Preview of the Uber Case Study

Uber cuts sales cycle from 78 days to 25 with LeanData

Uber for Business faced the challenge of managing the handoff from their AI SDR (Salesforce Agentforce) to a live sales representative. When a prospect's needs exceeded the AI agent's capabilities, the process risked friction, misrouting, and a slow sales cycle, creating a gap in their go-to-market motion.

LeanData provided the solution with its BookIt scheduling and routing product. It seamlessly connected the AI agent to the correct live rep by leveraging existing CRM context, ensuring accurate and governed handoffs. This implementation by LeanData resulted in a dramatic improvement: Uber for Business reduced its sales cycle from 78 days to 25 days and increased its win rate from 32% to 49%.


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