INTELLIGENT GO-TO-MARKET ORCHESTRATION

TRANSFORM BUYER SIGNALS INTO BUYING DECISIONS WITH AI

LeanData integrates seamlessly with Microsoft Dynamics 365 and the rest of your GTM tech stack to align marketing, sales, and customer service execution with the buyer journey – so you can build more pipeline, accelerate deals, and drive customer expansion.

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Automate Your GTM Process in Microsoft Dynamics 365 with LeanData

Transform fragmented buyer data and disconnected processes into coordinated action. Discover LeanData’s Intelligent GTM Orchestration platform for Microsoft Dynamics 365, designed to align your GTM execution with the buyer journey. Connect your people, data, and systems to ensure the right actions happen at every customer moment.

TRUSTED BY 1,000+ WORLD-CLASS CUSTOMERS

SCALE INTELLIGENT GROWTH

SEAMLESSLY CONNECT DATA AND SIGNALS IN MICROSOFT DYNAMICS 365

LeanData serves as the connective tissue between Microsoft Dynamics 365 and other GTM tools, working behind the scenes to ensure data flows seamlessly and triggers the right actions throughout the buyer journey.

Demand Capture and Conversion

Automate your demand engine to swiftly assess inbound signals and assign actions that drive quality conversions. Reveal buyer context to activate personalized campaigns and ensure timely follow-up with SLAs.

Leverage AI to map buying signals to accounts and other data in Microsoft Dynamics 365
Automatically qualify leads using custom logic like scoring or intent
Assign leads to reps based on criteria including round robin or product interest
Send alerts, enforce SLAs, and re-route leads if missed

Woman sitting at a desk working on her laptop to sell to a B2B Account

Pipeline Acceleration

Connect every buying signal to the right sales action, boosting rep productivity and keeping deals on track. Eliminate operational work and maintain pipeline velocity through automated workflows.

Intelligently route leads and contacts with full buyer context to the right rep
Identify real-time buying signals with AI and alert reps at moments of intent
Update records in real time and align GTM teams with accurate CRM data
Quickly surface errors and bottlenecks to accelerate issue resolution

Account-Based Insights

Gain a unified view of every account to accurately identify, target, and engage high-value prospects. Improve segmentation and drive coordinated sales and marketing actions.

Map leads and contacts to target accounts in Microsoft Dynamics 365 with AI for a 360-degree view
Consolidate buying signals across systems to deliver full account context
Route inbound leads from target accounts directly to designated owners
Easily scale ABM plays with personalized outreach

“This has become the gold standard for our organization. It arms the sales team with everything they need to hit the ground running: who to talk to, when to contact them, and what to talk about. It also allows us to automate as much as we need and operate at scale. We have the full support of sales leadership and the revenue operations team. They now see this as a mission critical process.”

Go-To-Market Operations Manager

Mid-Market IT Services Company