LeanData Orchestration is an intelligent revenue orchestration platform that acts as the connective layer within your CRM. It transforms buyer signals into buying decisions by coordinating the plays between people, data, and activities across leads, opportunities, accounts, and renewals. LeanData ensures that data flows seamlessly and accurately from the first signal to closed-won and beyond, enabling revenue teams to operate with precision and scale. The platform is designed to unlock complete context around every buyer signal that enters Salesforce, using AI to match signals to CRM records with 95% accuracy. It eliminates manual processes, custom code, and tech debt through no-code automation, allowing teams to make changes in moments, not months.

Features

• AI-Powered Matching
  • 95% accuracy on every match for any object
  • Match new and updated records with accounts and other CRM data
  • Customize tiebreakers for further accuracy and routing
  • Provide immediate visibility of record matches to reps
• No-Code Automation
  • Eliminate manual developer processes and custom code
  • Make changes quickly with drag-and-drop workflows
  • Reduce tech debt and streamline operations
• Signal-to-Action Coordination
  • Connect buyer signals to relevant data and reps
  • Coordinate go-to-market plays across the sales cycle
  • Infuse intelligence into third-party app sequences
• Data Management & Reporting
  • Reference data on matched records for accurate assignments
  • Enable full visibility into orchestration performance
  • Integrate with Salesforce and other tools for seamless workflows
• Integrations
  • Extend orchestration across your revenue tech stack
  • Trigger actions across systems in one unified process
  • Reimagine how teams and tools work together

Benefits

• Streamlined Operations
  • Automate complex workflows without code
  • Reduce manual effort and increase operational agility
  • Eliminate delays caused by inaccurate or incomplete data
• Faster Time to Revenue
  • Route leads and contacts to the right place faster
  • Reduce wrong lead routing and improve response times
  • Accelerate buyer journeys and conversion rates
• Improved Customer Engagement
  • Deliver the right move for each revenue moment
  • Ensure buyers are connected with the right rep at the right time
  • Enhance personalization and responsiveness
• Scalable Precision
  • Operate with confidence at any scale
  • Maximize CRM value with intelligent data matching
  • Support enterprise-level orchestration needs
• Trusted by Industry Leaders
  • Used by 1,000+ top-ranking companies
  • Backed by 10+ years of innovation and a 5,000+ member community