LeanData is a software platform that enables businesses to align their teams with the customer journey by uniting CRM data, buying signals, and sales tools from the first interaction through to post-sale engagement. LeanData provides automation and actionable insights to optimize complex customer lifecycle processes, including routing buying groups, Account-Based Experience (ABX), post-sales workflows, and improving speed-to-lead for revenue operations teams.
LeanData functions as the execution engine behind go-to-market (GTM) strategies, helping organizations increase operational efficiency, capture more revenue, and deliver improved customer experiences by ensuring that sales and marketing teams are always working from accurate and unified data.
What problems does LeanData solve?
LeanData addresses the challenge of fragmented customer data and disconnected sales processes within organizations. By centralizing and automating data flows inside CRM systems, LeanData enables:
- Accurate lead routing and assignment
- Real-time insights into customer activity and buying groups
- Automation of sophisticated post-sales and ABX motions
- Consistent, efficient engagement across the customer lifecycle
This helps businesses maximize revenue opportunities and eliminate bottlenecks that slow down sales cycles.
Who uses LeanData?
LeanData primarily serves enterprise and commercial organizations that rely heavily on CRM-driven sales and marketing operations. Their customers include well-known technology and SaaS companies such as:
- 6sense
- Rocket Software
- Zoom
- Shopify
- Palo Alto Networks
- Toast
- New Relic
- Outreach
- On24
- Datadog
- Snowflake
- Monday.com
- DocuSign
- Hewlett Packard Enterprise
- Okta
- DellTech
- Clari
- Intercom
A more extensive list of their customers can be found on their featured customers page.
How was LeanData started?
LeanData was founded by a team with deep expertise in SaaS, product development, and sales operations. Evan Liang (Co-founder & CEO) and Kelvin Cheung (Co-Founder & CTO) brought experience from prior leadership roles in technology and startup environments. The founding team also includes leaders in product innovation, sales, marketing, and finance, drawing from backgrounds at companies like Caring.com, Wertago, Zynga Poker, Torch Leadership Labs, and CommerceIQ. This expertise has shaped LeanData’s focus on making sales and marketing teams more efficient and data-driven. More details about their founding and leadership team can be found on their About page.
What industry is LeanData in?
LeanData operates in the software development industry, specifically in the area of revenue operations, CRM automation, and go-to-market technology.
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