See why Palo Alto Networks selected LeanData to orchestrate their buying groups motion.

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Curated for Financial Services

Automation that keeps your customer first

Match, Dedupe, and Action from one platform

Connect with the right prospects fast and schedule them instantly into the right next steps. Use LeanData’s industry-leading matching to merge duplicates and route records based on any field on any Salesforce object.

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Trusted by 1,000+ Customers Across All Industries and Sizes

Toast

How Toast’s Revenue Ops Team Supports and Drives Hyper Growth with LeanData

When it comes to lead matching, Toast is thrilled with their ability to effectively match leads to accounts—even with challenging data.

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90% reduction in duplicate records
Flexible to meet the evolving needs of a rapidly growing business
Ross Nibur, Director of Revenue Operations at Toast, featured in a LeanData customer story

Zoom

Zoom Uses LeanData to Manage and Scale Exponential Lead Growth

As Zoom’s business evolved, they recognized a need to have systems in place that could scale with its growth and allow the company to be nimble. This led Zoom to seek out a lead management solution.

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Speed Leads are getting routed to the right reps more quickly than ever before.
Agility Changes that used to take months take one week or less to implement.
Caterina Torres and Michael Fedynyshyn, two employees of Zoom in a LeanData customer story

6sense

6sense Increases Pipeline by 60% Using LeanData

By using LeanData Orchestration with their own platform, 6sense increased pipeline by 60%, enabling them to work more opportunities and increase their odds of winning.

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60% increase in pipeline
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Snowflake

Learn how Snowflake reduced its lost leads, improved response times, and increased booked meeting rates.

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20%+ increase in inbound lead conversion rates
78% reduction in SDR time spent researching leads
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Saviynt

Saviynt Sees 53% Increase in Lead-to-Account Matches, Saving 5 Hours Per Week

Saviynt uses LeanData to automatically and accurately match leads to existing accounts, enables custom routing rules and facilitate speedy delivery of leads to the right reps, increasing efficiencies and response time. 

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53% increase in lead-to-account matches
5 hours per week saved by sales leadership by eliminating manual lead routing
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Achieve Ultimate Productivity

Marketing

Ensure Data Cleanliness

Decrease duplicates by 95%, improve response times by 85%, and increase conversion rates by 30% with industry best matching.

Converting Signals to Revenue

Increase Productivity at Scale

Reduce time spent cleaning your data, researching inbound requests, and responding to demo requests. Automate motions across disparate data points.

Operations

Improve Organization Agility

Simplify your processes and make changes quickly from within your Salesforce instance. Easily adjust territories, routing assignments, and more regardless of the complexity!

Keeping Security Top of Mind

Blog 5 Salesforce Deduping Actions Using LeanData
5 Salesforce Deduping Actions Using LeanData

Dirty data in your CRM isn’t just annoying. It’s impacting your company’s revenue. Learn how to automate deduping actions with LeanData.

Demo LeanData Demo in 100 Seconds
LeanData Demo in 100 Seconds

The LeanData Revenue Orchestration Platform, powered by No-Code Automation, simplifies and accelerates coordination of all the people, processes and plays needed to transform buyer signals…

Video Salesforce + LeanData = Security, Accuracy, Reliability
Salesforce + LeanData = Security, Accuracy, Reliability

LeanData’s tight integration with Salesforce creates better security, greater accuracy, and increased reliability in your CRM.

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