Case Study: UserGems achieves reliable ABX routing and time savings with LeanData

UserGems Implements LeanData and Integrations to Drive ABX Strategy

UserGems, a San Francisco software company, needed a more reliable lead routing strategy as it scaled and built out its BDR team. Its earlier routing tools were inconsistent, making it hard to support an account-based approach and manage handoffs between marketing, sales, and customer success. LeanData was brought in to help power this process.

LeanData implemented account and lead matching, automated routing, Outreach sequencing, Slack notifications, BookIt scheduling, and audit logs, with the UserGems integration enabling job-change data to be acted on instantly. As a result, UserGems saved 10 to 20 hours per week previously spent troubleshooting routing issues, gained greater visibility and transparency, and created a smoother “red carpet” VIP experience for prospects and customers.

UserGems

Joss Poulton

Vice President of Operations