LeanData
The intelligent engine for modern revenue orchestration.
Overview
LeanData is a revenue orchestration platform that helps businesses connect data, people, and processes to accelerate revenue. Its core functionalities include advanced lead-to-account matching, intelligent routing for leads, contacts, accounts, and opportunities, and robust marketing attribution models. Being native to Salesforce, it provides a seamless experience for operations teams.
✨ Key Features
- Lead-to-Account Matching
- Drag-and-Drop Routing FlowBuilder
- Round Robin Routing
- Territory Management
- Marketing Attribution
- BookIt for Salesforce (Meeting Scheduling)
🎯 Key Differentiators
- Powerful and flexible visual workflow builder
- Best-in-class lead-to-account matching algorithm
- Native to the Salesforce platform, ensuring reliability and security
Unique Value: Provides the critical plumbing for the go-to-market process, ensuring the right work gets to the right person at the right time, every time.
🎯 Use Cases (4)
✅ Best For
- Improving speed-to-lead times
- Ensuring no leads fall through the cracks
- Providing clear attribution for marketing-sourced pipeline
💡 Check With Vendor
Verify these considerations match your specific requirements:
- Companies not using Salesforce as their CRM
- Businesses with very simple, low-volume lead flow
🏆 Alternatives
While Salesforce offers basic assignment rules, LeanData provides a much more powerful, visual, and flexible engine for handling complex routing scenarios without custom code.
💻 Platforms
🔌 Integrations
🛟 Support Options
- ✓ Email Support
- ✓ Live Chat
- ✓ Phone Support
- ✓ Dedicated Support (Premium tier)
🔒 Compliance & Security
💰 Pricing
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