When I started in Marketing, the RevTech stack was pretty simple. There were a few CRMs, several email database tools, and some data appending programs. 

Now some (cough, cough) years later, we have programs that will auto-book meetings for you, block out your calendar to help you focus, send your customers t-shirts, provide a prospect with content based on their breadcrumbs, and even force unsolicited outreach to donate to a non-profit before you accept their email. 

Things have gotten complicated, and with Gartner expecting that 75% of the highest growth companies in the world will deploy a revenue operations (RevOps) model by 2025, it’s about time you align your processes with your priorities.

Enter Modern Revenue Orchestration: simplifying your stack, optimizing your processes, removing those pesky siloed strategies, and eliminating that brittle, inflexible code that leads to revenue breakdowns. 

Because the larger you get and the more you scale, the worse these problems become. 

Introducing the LeanData Revenue Orchestration Platform

That’s right, there is a solution to those broken processes and fragile connections; a solution that transforms the explosion of buyer signals into buying decisions. 

The LeanData Revenue Orchestration Platform is a flexible, easy, drag-and-drop workflow that brings friction-free processes to the forefront, and allows you to automate the handoffs between people, processes, and tools. 

And it doesn’t matter what tools you use. This Salesforce-native solution gives you the flexibility to integrate with all of your current third-party applications!

Yup – you don’t need to change ANY of your tools to simplify your RevTech stack!

Connecting what matters

Buyer signals are the lifeblood of your company. Without the company triggers, enriched records, and intent data provided by so many of your current tools, you are blind to the actions of your prospects. 

That’s the magic of the LeanData platform — you can take the tools you already use to identify these signals, match them to any object in your Salesforce instance, route them immediately to the right rep, and activate the next step in your automated flow. 

You can quickly, and easily, automate those buyer signals into sales plays. 

Use Clearbit for enrichment and Outreach for engagement? Maybe Usergems for virality tracking and Sendoso for gift sending? Great. You can STILL use these tools to engage your prospects, appreciate your customers, and drive more revenue

Because now, with LeanData at the center, you can more easily align your tools to the process of your dreams. 

Diagram of symbols representing buyer signals flowing through LeanData and exiting as specific Sales & Marketing plays.

Better Together

Remember when that cool guy was walking down the street with his chocolate bar and that hip lady with her tub of peanut butter? They were both just having so much fun walking they weren’t paying attention and bumped into each other.“You got your chocolate in my peanut butter!” 

The peanut butter and the chocolate mixed together made it better, and now we have peanut butter cups (with a name of which we can argue about the pronunciation). 

That’s what our integration partnerships are: they are our peanut butter cups. Our peanut butter and jelly sandwiches. Our s’mores. 

We have partnered with industry leaders in enrichment, contact tracking, direct mail, automated scheduling, and deduplication to build the most robust revenue orchestration platform available. LeanData now sits at the heart of your RevTech stack to surface buyer signals and trigger the right sales plays. Current integrations include

  • 6sense
  • Clearbit
  • Cognism
  • Kronologic
  • MS Teams
  • Outreach
  • Salesforce Sales Engagement
  • Salesloft
  • Sendoso
  • Slack
  • Usergems
  • And more coming soon! 

Simplicity at its finest

It doesn’t matter how many times I’ve read Who Moved My Cheese, but anytime someone says “process change,” it gives me heart palpitations. Changing processes is NOT easy. Changing models is even tougher.

But not with LeanData. 

As a Salesforce-native platform, LeanData can be added to your current processes and easily connect all of your current tools. 

With no-code, drag-and-drop functionality, and done through flow chart visualizations, you have the chance to quickly view how your records will progress through your tools. 

LeanData FlowBuilder graph

Oh, and did I mention that you can also use this visualization as an audit log? Yup – each flow can be audited at any time, and each “node” quickly shows you if there are errors.

You can now easily pull it all together. 

  • Connect your intent and enrichment providers into your LeanData flow
  • Instantly match to accounts, opportunities, and contacts in your system
  • Immediately get to the right rep through any object routing, round robin pools, territory routing, campaign objects, or opportunity matching
  • Run sales plays through your already existing sales engagement platforms or swag tools by simply adding the step into the flow

No duct tape. No chicken wire. No code. 

It’s easy, peasy, lemon squeezy. 

Where to start

You may feel a bit overwhelmed at the idea of “orchestration,” updating your models, or adding new processes, but there really is nothing to fear! It’s so much easier than you might think, and the results speak for themselves. Image looking over the shoulder at a person drawing out a process flow on paper.

So where do you start? Here are a couple of actionable things you can do today to start your modern revenue orchestration journey. 

Step 1: Map out your RevOps process and make note of your tech stack.

  • What tools do you use?
  • How do your leads/contacts move through the funnel? Where are handoffs and are there SLAs?
  • Where are any friction points? What areas are causing revenue breakdowns? Which conversions are not up to snuff. 
  • Are there areas of redundancy, in either processes OR tooling?
  • Where are the brittle connections that are holding things together? Something that would break more than one process if you swapped out tools. Daisy chains strung together. 

Step 2: Reach out to us. Our team is prepped and ready to help. They can take the findings from your map and help you scope out how much revenue is being lost through broken processes. 

The era of modern revenue orchestration is here, and the LeanData Revenue Orchestration Platform is ready to provide you with predictability, resilience, transparency, readiness and the ability to provide exceptional customer experiences. 

Are you ready?

Matt Lyman
Vice President, Demand Generation at LeanData

A passionate fighter for diversity and inclusion, Matt Lyman is the Vice President of Demand Generation at LeanData, where he focuses on building high-performing teams, setting objectives based on organizational goals, identifying leaks in the funnel, testing new messaging and strategies, and working with Sales to ensure they have what they need to accelerate the sales process. Connect with Matt on LinkedIn.