Case Study: Booksy cuts Salesforce lead onboarding from two weeks to minutes with Plauti

Booksy cuts Salesforce lead onboarding from 2 weeks to minutes with Plauti

Booksy, a global software provider for the beauty and wellness industries, faced a scaling problem as its Salesforce user base grew rapidly. Its lead assignment process relied on custom Apex code that only a developer could change, creating a major bottleneck for its expanding sales team. To solve this, Booksy implemented Plauti's routing and assignment capability.

The solution from Plauti gave sales managers direct control over lead assignment, eliminating the need for code changes. This cut the onboarding time for a new sales rep with assigned leads from two weeks to just minutes and saved 50% of a developer's time previously spent on manual assignment. Plauti's tool supported Booksy's rapid global expansion without adding engineering work.

Booksy