LeanData’s integration with Salesloft allows a user to route prospects to the right reps.
Slack has transformed business communication– it’s the platform where work can happen.
Expertly target and engage high-value accounts when they’re ready to buy.
LeanData’s integration with Outreach allows a user to route prospects to the right reps.
The LeanData Professional Services team will ensure your implementation of LeanData is a success. With over 1,000 implementations under our belt, you can be confident this team of experts will provide an efficient and guided project to fit your needs. You will work with a designated Professional Services Consultant, who will guide you through your specific implementation, sharing best practices and resources along the way to make certain you’re getting the most out of your LeanData products.
LeanData’s efficient onboarding programs are tailored to your needs. Below is a breakdown of available Implementation Packages. If your needs fall outside of the below packages, let us know – we’re always happy to create a customized service offering to suit your needs!
| QuickStart | Comprehensive | Custom (or Expert Services) | ||
|---|---|---|---|---|
| Description | QuickStart* (Customer Led) | One/Two BookIt Products (<25 calendars) | One/Two Object Routing Products (<50 users) | Custom SOW/All others |
| Requirements | Customer has LeanData expertise and is Implementing any 2 of: Lead, Contact, or Account Router, or BookIt for Forms or BookIt Handoff | LeanData Leads the implementation with customer supporting | LeanData Leads the implementation with customer supporting | Customer needs exceed Starter and Comprehensive |
| Hours | 4 | 10/15 | 15/20 | Based on Scope** |
| Timeframe | Up to 30 days | Up to 30 days | Up to 60 days | 6+ Weeks |
| Resources |
|
| ||
| Assist with testing/development | Customer-led |  | | |
| Training | Online Resources | | | |
Your LeanData subscription also includes the following resources, designed to help you take full advantage of LeanData to achieve your goals:
Our combined success is dependent on completing the tasks outlined in the project plan in a timely manner. The timelines established have been tested and refined over many iterations. Your designated Professional Services Consultant will provide your timeline in the kick-off call. Should your project have extenuating circumstances, we are happy to work with you to find the right path forward.
The following items are critical to your success and considered key customer responsibilities:
While we love supporting our customers, unless otherwise specifically stated on the order form the following items will not be covered in this implementation:
All services described on this page, including any training, are typically performed remotely from a LeanData office location during LeanData’s business hours: Monday through Friday from 9 am to 5 pm PT, excluding Holidays. If you would like for your LeanData team to work onsite, any associated travel-related expenses, including travel time will be invoiced to and paid by the customer. We don’t see the need for this too often but we are happy to accommodate various working styles.
That is the nature of these projects. Priorities change, as does scope. Should that happen, we will come together to discuss. Our work product and success of your project are dependent upon the content and accuracy of information provided by Customers during the initial project scoping and during the day-to-day project activities. During these meetings, we will listen to make sure the destination we are targeting remains in focus.
LeanData shall make reasonable efforts to accommodate all Customer requirements identified during the project. If LeanData or the Customer determines the scope of this effort is outside the reasonable expectations, then we (Customer and LeanData) shall negotiate and execute a Change Order, defining the additional scope and associated timelines. The customer shall create a new Purchase Order for any additional funding if required.
