Case Study: Veeam Recycles Stale Opportunities with LeanData

Veeam reengages stale deals with LeanData through 1 automated Chatter workflow

Veeam, a data protection and ransomware recovery company, faced the challenge of efficiently re-engaging with stale sales opportunities. Their marketing and sales teams sought a method to identify when new buying signals were connected to older, inactive deals. To address this, they partnered with LeanData and utilized its go-to-market orchestration platform.

The solution implemented involved using LeanData to automatically identify existing deal cycles in Salesforce and match them with new intent signals. When a match was found, the system would automatically notify the relevant sellers via Salesforce Chatter to re-engage. This process, as described by a Veeam senior manager, provided a structured framework for recycling opportunities, ensuring sales efforts were focused on re-igniting promising deals rather than duplicating work on new ones.

Veeam