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Customer Story Mike Schnell customer story thumbnail

Mike’s Story: Automating Complex Sales Processes

Mike describes how LeanData makes complex sales processes easy to manage in Salesforce. By allowing him to put everything into one platform and manage it all one place, along with Audit Logs to see the details and understand exactly what's happening at any point in the process, it makes his life easier.

Video A LeanData employee and Lattice employee talking to each other on a LeanData webinar

How Lattice Leverages LeanData to Manage Their Buyer Journey From End-To-End

Learn how Lattice not only uses LeanData to manage their buyer journey from end-to-end, but to also create a powerful buyer journey using a single platform.

Video A LeanData employee and Lattice employee talking to each other on a LeanData webinar

How Lattice Instantly Passes Buyers to the Right Rep

Learn how SDRs at Lattice use BookIt Handoff to instantly book next steps meetings with AEs from the Contact page in Salesforce.

Customer Story Hillary Lamb customer story thumbnail

Hillary’s Story: Why LeanData Is a de Facto Standard

Hillary Lamb, Senior Salesforce Business Analyst, has been an avid user for many years, implementing LeanData at 3 different companies. She describes how at each company, regardless of the go-to-market strategy, LeanData has been a de facto standard.

Customer Story Qualified customer story thumbnail

How Qualified’s RevOps Team Saves 150 Hours per Year With LeanData

Learn how Qualified uses LeanData to automate processes around event list loads and lead routing, saving 150 hours per year.

Video A GIF showing geometric shapes in a LeanData Flow Builder graph

Modern Revenue Orchestration with LeanData

In less than 5 minutes, learn how LeanData seamlessly integrates data and context within your tech stack so you never lose track of a lead, opportunity, or account.