“We went from a wild west scenario with people doing their best with the limited resources they had, to the structure we've created now, where instead of trying to fight fires, we're looking at efficiencies."

“Our routing solution lacked a visual component, making it difficult to understand the routing logic and pinpoint issues. Making changes was a constant struggle.”

"Our lead routing is now basically a one-minute process, and that’s it. The lead lifecycle rolls along at a rapid clip so we don’t lose sales momentum; we don’t lose leads, MQLs, and opportunities; and we don’t squander employee resources on manual lead management tasks. That is a great improvement.”

“I knew that we had to get a tool in place in order to go live, If someone needs information out of our system, we have to make sure the right person has visibility and access right away. Knowing the importance of getting it right, there was no option to …

“I'm always looking to maximize the ROI of our marketing stack, and that takes technologies that seamlessly integrate, are data-driven and enable us to scale our operations without losing sight of an individual customer.”

“You just have to have it! It’s truly the backbone of any fully functional CRM.”

“When I joined the company, we had an inbound lead queue full of thousands of leads that had never been touched. These were high-quality, high-intent leads who had engaged on our website, downloaded content, and/or requested a demo."

“I see LeanData as a necessity. The alternative is just such a waste of time. Standard Salesforce lead routing was not an option because it just doesn’t work very well.”

“Be critical in the areas you’re wasting time, move quickly, let automation do the work.”

“We try to be as agile as possible because the business changes every day, and you have to be efficient."

"LeanData provides Holy Grail-like advances in efficiency and time-management for my SDRs. It has given several hours back each day to my SDRs by automating the previously time-consuming manual tasks of lead triage, research and transfer."

“It doesn’t reflect how we deal with customers. We’re selling to a whole company. There’s a lot of complexity there, and Salesforce’s architecture is just not able to replicate what a sales rep’s day-to-day life is actually like. I wanted a way to accurately reflect what a sales rep is …

“LeanData has helped us scale more quickly. We’re closing more and larger deals. When the sales team is notified right away that a lead is hot, it makes a huge difference in conversion rates further down in the funnel.”

“We have a very complex process to manage. But with LeanData, everything just works. It simplifies the process. Time and ease are my two principle winning factors why I like LeanData.”

“LeanData has helped me bridge the gap with some of our automations and workflows that previously may have been okay in HubSpot, but will now be more accurate and more visible to stakeholders because it's 100% Salesforce native."