BookIt Handoff by LeanData is an automated scheduling solution designed to perfect buyer handoffs and crush conversion goals. It is the only solution that automatically suggests the right person to book with—either immediately or at a later time—ensuring timely and productive interactions. The platform eliminates the inefficiencies of back-and-forth emails and manual scheduling, enabling sales teams to close deals faster and more efficiently. BookIt Handoff is part of LeanData’s Revenue Orchestration platform and is built to support high-performing sales organizations by streamlining meeting distribution and improving operational visibility.

Features

• Compelling Experiences
  • Instantly pass buyers to the first available specialist
  • Effortlessly add group members to meetings
  • Automate reminders to improve conversion rates
  • Eliminate scheduling delays and manual coordination
• Availability Matching
  • Check for future availability of sales reps
  • Book meetings with reps available immediately
  • Maintain momentum in buyer interactions
• Intelligent Routing
  • Automatically suggest the right person to book with
  • Ensure every buyer is handed off to the correct team member
  • Support timely and productive meetings
• Operational Visibility
  • Provide data-backed answers to sales managers
  • Track meeting distribution across teams
  • Reduce time spent manually managing handoffs

Benefits

• Accelerated Deal Closure
  • Close deals faster by eliminating scheduling friction
  • Ensure buyers are connected with the right rep at the right time
• Improved Conversion Rates
  • Automate reminders and availability checks to boost engagement
  • Reduce drop-off between lead capture and meeting booking
• Operational Efficiency
  • Save time for sales managers and operations teams
  • Reduce manual effort and frustration in opportunity distribution
• Strategic Visibility
  • Gain insights into meeting distribution and team performance
  • Make data-driven decisions to optimize handoff processes
• Scalable for Enterprise
  • Supports complex team structures and routing logic
  • Easily integrates into existing sales workflows