LeanData

The leader in revenue orchestration.

Visit Website →

Overview

LeanData is a foundational platform for go-to-market operations, with a strong focus on supporting ABM. Its core function is to solve the 'messy data' problem in CRM by automatically matching leads to accounts and routing them to the correct sales representative. This ensures that all interactions with a target account are visible and properly managed. LeanData also provides sophisticated attribution models that help marketers understand how their ABM activities are contributing to pipeline and revenue, making it a critical operational tool for any complex GTM motion.

✨ Key Features

  • Lead-to-Account Matching
  • Advanced Lead & Contact Routing
  • Round Robin Routing
  • Marketing Attribution (Multi-touch)
  • BookIt for automated meeting scheduling
  • Data Enrichment Integration

🎯 Key Differentiators

  • Deep, native integration with Salesforce
  • Powerful and flexible visual routing builder (FlowBuilder)
  • Robust lead-to-account matching algorithm

Unique Value: Automate the complex flow of data between marketing and sales to ensure the right leads get to the right reps at the right time, with full attribution.

🎯 Use Cases (5)

Automating lead management and sales handoffs Ensuring inbound leads from target accounts are routed correctly Measuring the ROI of marketing campaigns Cleaning and organizing CRM data for ABM Implementing rules-based sales territories

✅ Best For

  • Complex lead routing for Salesforce-centric organizations
  • Multi-touch attribution for B2B marketing
  • Operational foundation for an account-based sales and marketing strategy

💡 Check With Vendor

Verify these considerations match your specific requirements:

  • Companies not using Salesforce as their primary CRM
  • Teams looking for a platform to execute advertising or personalize websites

🏆 Alternatives

Chili Piper Openprise Salesforce (native routing)

Offers more powerful and flexible routing and matching capabilities within Salesforce than native tools or other point solutions.

💻 Platforms

Salesforce App

🔌 Integrations

Salesforce (deep native integration) Marketo Salesloft Outreach 6sense Demandbase

🛟 Support Options

  • ✓ Email Support
  • ✓ Live Chat
  • ✓ Phone Support
  • ✓ Dedicated Support (Premier Support available tier)

🔒 Compliance & Security

✓ SOC 2 ✓ GDPR ✓ SSO ✓ SOC 2 Type II

💰 Pricing

Contact for pricing

Free tier: N/A

Visit LeanData Website →