Case Study: Uberflip achieves faster sales cycles and scalable ABM with LeanData

Uberflip Sees Improvement in Productivity and Shortened Sales Cycles Using LeanData

Uberflip, a content experience platform that helps B2B marketers convert prospects into customers, was receiving 2,500–3,000 leads a month and struggled with slow, manual lead distribution that left the sales team a week behind. Attempts to patch the problem with a de-duplication tool broke Marketo workflows and still didn’t give Uberflip the control or visibility it needed to prioritize and route high-value leads.

Implementing LeanData provided real-time lead-to-account matching and automated routing—sending event leads, demo requests and active-opportunity leads to the right BDRs or AEs and enabling a shift to an account-based model. The result: leads are routed instantly (sales respond within the first hour 99% of the time), marketing and sales gain accurate campaign reporting, round-robin distribution ensures fairness, and Uberflip reclaimed an extra day per week for its Marketing Ops manager while saving six hours of Salesforce admin time weekly.

Uberflip

Tara Robertson

Director of Revenue Marketing