ServiceMax Case Study

January 2, 2018

ServiceMax is the leader in cloud-based field service management software. The company is focused on delivering the most innovative and forward-thinking solutions for organizations to digitally transform their service operations. And interest in that software became overwhelming as ServiceMax ramped up marketing efforts. But the huge influx of leads was also problematic. 

"LeanData powers everything we do once we receive a lead.”

– Pat Oldenburg, Senior Director of Digital Marketing and Operations



  • 10+ business days to reach out to high-quality leads.
  • Inefficiency in routing leads to queues.


  • LeanData Routing assigns leads to reps based on a criteria created by ServiceMax.


  • Reduced respond to lead time from 10 to 3 days.
  • Catch all queue reduced from 16,000 to 4,000 leads.
  • Saved the business up to an estimated 779 hours of manual routing time.

"LeanData has a spectacular routing solution that makes it so much easier to set up, manage and remove the manual effort that had been done by the reps” 

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