Summary

The LeanData October 2025 Product Release delivers new AI capabilities, advanced orchestration tools, and stronger data foundations to help Ops teams simplify complexity, improve governance, and move faster across every stage of the buyer journey.

What You’ll Learn

• How LeanData’s new AI features make orchestration smarter and easier to manage
  
• How BookIt and Collections simplify day-to-day operations
  
• What LeanData’s AI roadmap means for the future of GTM execution
  
• How these updates help you move faster, with greater precision

Layering Intelligence on Top of Efficiency

Over the last several years, every B2B revenue team has worked hard to become more efficient. The next step is building on that foundation by adding an intelligence layer that connects systems, people, and buyer signals into one coordinated motion.

LeanData’s October 2025 Product Release does exactly that.

It adds practical AI capabilities, deeper data unification, and smarter orchestration tools that make existing processes not only faster, but more adaptive and precise.

This release advances LeanData’s vision for Intelligent GTM Orchestration, where AI, automation, data, and human judgment work together to elevate how revenue teams operate.

#1 Build a Robust Data Foundation

Custom Signals: Capture Every Moment That Matters

Most GTM systems miss crucial buyer intent data because it lives inside disconnected Salesforce objects or third-party tools. Custom Signals fixes that by allowing you to listen to any object in Salesforce, standard or custom, and convert those activities into actionable journey signals.

Now, your team can:

• Capture and visualize intent from tools like 6sense, G2, or Clay
  
• Combine person-level and account-level signals for full buying context
  
• Identify anonymous activity across the entire journey
  
• Feed cleaner, richer data into your orchestration flows
  

The result: a more complete picture of every buying group, giving marketing and sales shared visibility into where accounts truly are in their journey.

#2 Enhance Governance with AI

AI Graph Summary: Understanding Complex Flows in Seconds

RevOps teams spend too much time documenting, explaining, and debugging routing logic. AI Graph Summary changes that.

Within LeanData’s FlowBuilder, admins can now generate a clear, text-based explanation of any routing graph, including its business logic, technical rules, and opportunities for optimization.

What this means for you:

• Onboard new admins faster with instant documentation
  
• Audit and troubleshoot routing logic without manual notes
  
• Improve cross-team alignment on GTM processes
  
• Share AI-generated PDFs for easy review and governance
  

By combining LeanData’s graph metadata with Google Gemini, LeanData translates complex orchestration logic into plain language so your team can work smarter, not slower.

AI Graph Comparison: Transparent Version Control

Changes to routing logic shouldn’t feel risky. With AI Graph Comparison, admins can instantly see what’s changed between the current and previous graph versions, including added, removed, or modified nodes.

The benefits:

• Faster QA and deployment reviews
  
• Fewer configuration errors and rollback surprises
  
• Clear audit history for compliance and internal governance
  

Together, Graph Summary and Comparison form the foundation of LeanData’s Explainable AI for RevOps, helping teams improve accuracy and maintain control as orchestration grows more sophisticated.

#3 Improve Orchestration Sophistication

Collections: Simplify Bulk Updates and Reduce Complexity

Large organizations often need to update hundreds of records at once and that used to mean long chains of nodes in FlowBuilder.

Now, with Collections, you can store up to 1,000 records in a single variable and apply bulk updates or assignments in one action.

Use Cases Include:

• Updating all child account owners when a parent account changes
  
• Aggregating revenue from multiple opportunities to the parent account
  
• Cleaning up data from closed opportunities or churned accounts
  

Collections streamline your routing logic, shorten graphs, and keep operations fast, scalable, and maintainable, even for the most complex GTM workflows.

BookIt Enhancements: Smarter Scheduling, Less Admin Work

Scheduling meetings should be simple, not a source of friction.

The latest BookIt updates give revenue teams more control and automation, including:

• Respect for sales rep pauses, vacations, and holidays
  
• Automatic calibration for new pool members to ensure fair routing
  
• Reduced admin overhead and better meeting distribution
  

These updates help GTM teams eliminate manual scheduling errors and ensure that meetings are booked efficiently and equitably across all reps.

The LeanData AI Roadmap: Practical, Explainable, and Human-Governed

AI is already transforming how GTM teams work, but the winners will be those who combine automation with accountability.

LeanData’s approach to AI is practical, explainable, and governed. The October release introduces the first generation of AI-assisted orchestration features, but the vision extends further.

Future releases will build toward interactive graph administration, where AI can help teams model, test, and improve workflows in real time.

LeanData’s goal is not to replace rules, but to make them adaptive, helping operations leaders maintain control while moving at the speed of the buyer.

From Complexity to Clarity

The October 2025 release reflects a simple idea: modern GTM execution requires both precision and perspective.

By strengthening data foundations, enhancing AI-driven governance, and simplifying orchestration at scale, LeanData continues to deliver what revenue teams and GTM leaders need most: confidence in every process that touches the buyer.

LeanData’s Intelligent GTM Orchestration platform helps teams connect people, processes, and systems around a single source of truth, turning operational complexity into coordinated action.

Learn more at the What’s New with LeanData webinar

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