LeanData

Revenue Orchestration Platform

Overview

LeanData is the market-leading revenue orchestration platform that automates lead-to-account matching and intelligent lead routing for B2B sales and marketing teams. As a Salesforce-native solution, it seamlessly bridges the gap between leads and accounts while automatically distributing prospects to the right sales representatives based on sophisticated business logic and territory rules.

Core features include matching algorithms that connect leads to existing accounts to enable ABM, visual drag-and-drop flow builders for creating complex routing workflows, and automated data hygiene capabilities. The platform integrates natively with Salesforce and works well with marketing automation systems including Marketo, HubSpot, and Eloqua.

Key benefits include dramatic operational efficiency gains. Organizations achieve quicker speed to lead, improve lead to pipeline velocity, and overall improve ABM efficiency by engaging the customer buying group holistically.

LeanData is ideal for mid-to-large B2B companies with complex sales processes, multiple lead sources, and Go-to-Market (GTM) teams. Organizations with 250 – 1000+ employees particularly benefit from its scalable automation capabilities, especially those in technology, healthcare, and financial services requiring precise lead management and account-based marketing strategies.

Additional Resources

Our take on LeanData

If you’re on Salesforce, then LeanData should be incorporated into your GTM systems. We’ve seen LeanData transform companies’ revenue and pipeline generation by bridging the gap between Leads and Accounts in Salesforce, giving their GTM teams 360-degree views of accounts. These holistic views, combined with LeanData’s automation capabilities, enable ABM and help companies achieve increases in pipeline velocity and MQL conversion rates within months of implementation.

LeanData FAQs*

How does LeanData’s implementation process work and what support is provided?

LeanData ensures initial setup is done together with dedicated support, making themselves available for anything the client needs throughout implementation. Users emphasize the outstanding support provided by the LeanData team throughout onboarding, with Customer Success Managers receiving particular praise for understanding organizational needs.

What kind of ROI and efficiency gains can companies expect with LeanData?

According to G2 ratings, 39% of LeanData customers achieve ROI within six months or less, while 74% experience positive ROI in under a year. Recent customer success stories show companies achieving 60% pipeline increases and 75% increases in MQL velocity after implementing LeanData.

How does LeanData handle complex lead routing scenarios better than native Salesforce?

Users report it’s “worlds better than trying to deal with complex routing scenarios using Flows, Process Builders, and custom APEX classes,” and LeanData’s visual routing workflow allows business users to construct very sophisticated, yet reliable, routing branches that determine how to handle leads, contacts, accounts, and opportunities based on business rules.”

What are the main challenges or learning curve considerations with LeanData?

The tool should be intuitive for your Marketing Operations team, but there might be a sharp learning curve for non-ops or technical users. Like many products in the Salesforce ecosystem, make sure your routing and business requirements are aligned across the GTM teams to ensure a successful deployment.

Who is the ideal customer for LeanData and what company characteristics benefit most?

LeanData is recommended for companies that have achieved scale and sophistication in their sales and revenue operations. The most common users are from mid-sized companies (250 – 1,000+ employees) although they do have customers that are significantly larger.

Sources include G2 and TrustRadius.

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