LeanData
57 Case Studies
A LeanData Case Study
AuditBoard, a cloud-based enterprise software company, was handling hundreds of incoming leads each day with a manual assignment process that slowed follow-up and created a growing backlog. The team needed a way to automatically qualify and route leads to the right reps, so they turned to LeanData and Outreach to improve speed and efficiency.
LeanData implemented automated lead-to-account matching and routing, seamlessly integrated with Outreach to trigger follow-up sequences without manual intervention. As a result, AuditBoard saved 40 hours per week with LeanData, reduced lead follow-up time from 24–48 hours to about 2 hours, and increased new accounts reached per week by 167%; the combined LeanData and Outreach workflow also saved an additional 12 hours per week.
Robert Simmons
Senior Director of Inside Sales