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USE CASE

Orchestrate complex deals with ease

Focus on accelerating enterprise sales cycles from beginning to end

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Enterprise Salesforce Orchestration

It’s time to break up with tech debt

With no-code automation, you can handle B2B selling complexity at scale without depending on brittle code

Reduce IT overhead and change management

Remove friction between IT and business teams, quickly adapting to business changes at will.

  • Eliminate manual processes and custom code
  • Automate with drag-and-drop functionality
  • Match and provision access to records at scale
  • Make territory and assignment changes quickly
Reduce IT overhead and change management

Connect every buyer to the right specialist

Accelerate sales cycles by having the right account team members involved every time.

  • Dynamically route records to corresponding reps
  • Use related records in decisions and updates
  • Rapidly process and approve partner inquiries
  • Alert core team members and overlay specialists to unify every sales motion
  • Streamline handoffs between all stakeholders
Connect every buyer to the right specialist

Deliver tailored engagements with speed and efficiency

Engage each member within a buying group with complete context at every step of the buyer journey.

  • Personalized engagements
  • Contextual notifications 
  • Flexible integrations for every play
  • Automated SLA enforcement
  • Detailed audit logs and reporting
Deliver tailored engagements with speed and efficiency
Automate any revenue process in Salesforce without code

Automate any revenue process in Salesforce without code

Centralize the automation for revenue processes regardless of which objects are triggered, referenced, connected, or updated in a business process.

Reduce IT workloads - Simplify and accelerate transformation

Simplify and accelerate transformation

Reduce the complexity that IT and CRM teams need to manage while improving customer engagements at scale with reliability, transparency, and agility.

Accelerate sales processes

Engage every buyer and stakeholder at the right moment

Enterprise deals demand multiple experts to engage the right buyers, with the right context at different stages. Eliminate delays and disconnects by automatically and immediately notifying all the right team members at each stage.

Engage every important buyer

Improve buyer engagement throughout the entire opportunity

Show each team member who they need to engage and how at every step in the revenue process. Automatically track and monitor SLAs, manage delays, and notify reps or managers of their status. Optimize the process for complex deals with ease.

LeanData products

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Learn how you can modernize your Revenue Orchestration to fuel buyer interactions and growth

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Increase conversion rates with LeanData

Enabling businesses to intelligently deliver leads to the right rep through modern Revenue Orchestration

20% reduce revenue loss due to inaccurate lead routing
70% reduce reps’ time researching and triaging leads and contacts
12% improve conversion rates with faster inbound/outbound lead routing
10% increase win rates with account-centric sales strategies and insights