LeanData
120 Case Studies
A LeanData Case Study
Avalara, a provider of automated tax compliance software, faced the challenge of fragmented data across its extensive tech stack, which hindered its go-to-market teams and slowed deal velocity. To address this, they partnered with LeanData to leverage their Intelligent GTM Orchestration framework, aiming to unify data and scale automation for its sales, marketing, and RevOps teams.
The solution implemented by LeanData involved embedding agentic AI across Avalara's operations. This included building custom GPTs like "DiscoGPT" for account research and email drafting, and creating automated n8n workflows such as "Match for Outbound" to deliver daily, prioritized prospect recommendations to reps. As a result, LeanData helped Avalara save tens of thousands of hours in manual work, dramatically improve speed to lead, and successfully build a new outbound sales program that produced real results.