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LeanData
About Us video
- LeanData's Salesforce native no-code orchestration platform connects Salesforce ecosystems with go-to-market strategies. - The platform automates the matching and orchestration of various objects in the Revenue process, including leads, accounts, opportunities, and contacts. - Comprehensive automation is achieved through a user-friendly drag-and-drop interface, allowing easy creation and updates. - LeanData's fuzzy matching enhances data accuracy, providing a 360° view of your data, while enrichment and deduplication improve data hygiene. - The platform streamlines processes, enables easy tracking of SLAs and speed-to-lead, integrates with multiple channels, and simplifies automation across the revenue technology stack, ultimately eliminating sales friction and enhancing customer experiences.
LeanData
Product Walkthrough
LeanData
Demo video
- **LeanData Overview:** LeanData provides a no-code orchestration solution within the Salesforce ecosystem. - **Routing Functionality:** The platform enables easy routing of standard or custom objects (e.g., leads, accounts, contacts) through drag-and-drop functionality. - **Data Hygiene Management:** Users can manage duplication and enhance data hygiene using a powerful fuzzy matching algorithm based on six different fields. - **Notifications and SLAs:** LeanData offers dynamic notifications via email, Slack, or Teams, and the ability to add Service Level Agreements (SLAs) to track speed to lead with time-to-action dashboards. - **Audit Logs and Error Resolution:** The platform provides extensive Audit Logs for individual records, allowing users to gather information on the lead's journey, path through the graph, outcomes, and drill down into errors for real-time resolution.
