Platform

Platform

Seamless Revenue Orchestration

Capture more demand and improve the entire customer experience. Connect information across your CRM and improve every interaction along the customer journey. LeanData replaces multiple matching, routing, and scheduling tools with one platform that streamlines your processes.

Simplify and accelerate GTM plays

Automate your go-to-market plays and manual processes to remove friction and gaps across Sales, Marketing, and Customer Success. Efficiently capture buying signals, process leads, convert opportunities, and nurture customers with speed and precision.

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Take every change in stride

No matter how simple or complex your needs, easily visualize and activate workflows with no-code, drag-and-drop automation. Save time maintaining and adjusting workflows to absorb strategy shifts, reorgs, and territory changes, and more at scale.

Image of LeanData's routing FlowBuilder, dragging a node into place

Deliver the right buyer interaction every time

Engage customers faster and orchestrate the right move for every customer moment to accelerate buying decisions and reduce churn. Deliver a seamless and compelling experience by coordinating and leveraging data across the customer lifecycle.

Decorative image of a lead being routed in LeanData to either a Sales Engineer, Customer Success rep, or an Account Executive

Erase ambiguity and drive alignment across teams

Coordinate data from across your systems and drive shared awareness and accountability of every signal, play, and process. Avoid revenue loss by automating workflows that ensure data is clean and flowing to the right place, and troubleshoot with ease.

Decorative image of a lead being identified correctly amongst many other leads using LeanData software

Automate Your GTM
Process with LeanData

Together, LeanData Orchestration and BookIt help automate go-to-market processes of any level of complexity – with speed and accuracy. Connect data across the customer journey to inform how every signal and record is handled, and orchestrate the right move for every customer moment.

Orchestration

Capture, cleanse, enrich, connect, and deliver data from multiple sources into Salesforce with flexible matching and routing.

Drive revenue team alignment and coordination to deliver strong customer experiences
Capture buying signals, process leads, convert opportunities, and nurture customers with speed and precision
Improve productivity and data hygiene to accelerate revenue processes

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Scheduling

Facilitate and accelerate customer interactions with friction-free scheduling at every stage of the buyer journey.

Qualify and process inbound leads at speed and increase sales efficiency
Automate workflows that ensure your buyers meet with the right people at the right time
Enhance buyer interactions by connecting data points across your revenue tech stack

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Buying Groups

Drive more revenue, close deals faster and uncover new opportunities by leveraging the power of Buying Groups. Jumpstart deployment and operationalize a Buying Group strategy with LeanData.

Uncover the data that justifies moving to a committee-focused transformation
Target individual members of a Buying Group and identify the role each person plays in every purchasing cycle
Prevent key buyers from being ignored. Easily understand each individual and their interactions to accelerate deals

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Unlock optimal revenue growth

Create the right move for each revenue moment with automation that supports your go-to-market strategies

Intelligent lead delivery

Eliminate manual processes to identify duplicate leads and contacts, match and enrich relevant records, and improve lead assignment accuracy at scale.

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Signals to revenue

Get high-intent accounts to the right revenue team member, automate relevant actions and personalized engagements, and improve assignment matching accuracy.

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Enterprise orchestration

Improve automation and accuracy inside Salesforce to quickly identify relevant buyers for each type of business opportunity.

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Power up your revenue engine with our suite of integrations

Reimagine how teams and tools work together with integrations and workflows that move in one seamless process.

Explore integrations

We have more than10+seamless integrations

Ready to free your revenue tech stack?

Learn why 1,000+ growth leaders trust LeanData for Revenue Orchestration

See it in action

What our clients say

“One of the biggest benefits is being able to use a tool as a business owner to automate business processes that I would normally have to spend months working with IT on, it’s been hugely powerful.”
Gavin Grisham Global Digital Sales Tools

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“For our go-to-market strategy, LeanData has been a core tool for us to centralize all of the data and workflows.”
Molly Young Sales Operations Partner

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“If you don’t have LeanData, you’re limiting your capabilities within Salesforce. It’s not just lead routing. You can automate so many different areas of the sales funnel that can change how your SDRs, ISRs, and AEs work and become more productive. It’s a staple. It’s a must-have.”
Hanne Venables Senior Director of Growth Operations

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Resources for revenue professionals

The LeanData Resource Center connects community with content to help revenue team stars shine

Interactive Tour

Snowflake Scales Account Based Plays with LeanData Revenue Orchestration

Palo Alto Networks Sees Revenue Increases with Buying Groups Strategy

Speak, Nominate, Attend: OpsStars 2025 Starts Now

LeanData Spotlights Buying Group Strategies at Forrester B2B Summit

LeanData Customer Spotlight: Rebuy Engine

Seamless Revenue Orchestration

Simplify and accelerate GTM plays

Take every change in stride

Deliver the right buyer interaction every time

Erase ambiguity and drive alignment across teams