LeanData x Delegate Promotion
TERMS AND CONDITIONS
To qualify, your organization must be:
- -Under 1000 employees
- -Using Salesforce as primary CRM
- -Current or new LeanData customer
- -Not a current or former Delegate customer within the last 6 months
The scope of complimentary services Delegate will provide will be limited to:
- -Install fresh instance of LeanData or fix existing instance of LeanData: Lead/Contact to Account matching, assignment and routing of new Leads/Contacts/Accounts, re-assignment of existing Leads/Contacts/Accounts, de-Dupe of Leads/Contacts/Accounts
- -Technical Assessment: Delegate recommendations for technical upgrades based on our analysis + audit
The complimentary services will not include:
- -Salesforce configuration of other objects (e.g. Leads, Contacts, Accounts, Opportunities)
- -Enhancement of Salesforce workflows, data models, pipeline stages, etc.
- -Any Salesforce administration or customization not directly related to LeanData value realization
Complimentary services covering the scope as listed above will be limited to 1 month of Delegate standard System Administration services. Cannot be combined with any other active offers or promotions.