LeanData - Modern Revenue Orchestration

Demo Summary

In this video, you’ll see Lean Data’s no-code platform working inside Salesforce. It connects leads, accounts, contacts, and deals all on its own. You’ll watch a drag-and-drop builder that cleans, dedupes, enriches, and assigns each record to the right team member. You’ll also see dashboards that track response times and send alerts, plus easy links to other tools. Finally, you’ll meet BookIt, which lets people book meetings in seconds. Lean Data stops manual work, messy data, and slow sales.

AI-Detected Features

Introduction & No-Code OrchestrationLean Data connects your Salesforce ecosystem to your go-to-market strategy, eliminating manual processes and custom code with a native, no-code orchestration platform.

Automated Object MatchingAutomatically match and orchestrate all revenue objects—leads, accounts, opportunities, contacts, and more—to ensure data flows seamlessly through your processes.

Drag-and-Drop Workflow BuilderEasily build, update, and manage comprehensive automations using a simple drag-and-drop interface—no coding required.

Data Quality & Ownership AssignmentLeverage industry-leading fuzzy matching, enrichment, and deduplication to maintain clean data and confidently assign each record to the right owner.

SLAs, Tracking & NotificationsTrack speed-to-lead and enforce SLAs with out-of-the-box dashboards, and keep revenue teams informed with integrated multi-channel notifications.

Integrations & Audit LogsSimplify automation across your revenue tech stack with pre-built integrations, and quickly find and fix issues using detailed audit logs of every record’s journey.

BookIt Scheduling SuiteQualify, match, and schedule meetings with prospects instantly—on your website, via email, or any engagement channel—using our built-in scheduling tools.

Eliminate Sales Friction & Accelerate RevenueLean Data’s Revenue Orchestration platform removes sales friction, delivers world-class customer experiences, and accelerates time to revenue.

LeanData

LeanData is a leading company in modern revenue orchestration, providing a platform powered by no-code automation to streamline and accelerate the coordination of plays, people, and processes, enabling revenue teams to transform buyer signals into decisions, improve lead conversion rates, and enhance operational excellence.Learn more about LeanData

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