Case Study: edX Enterprise achieves scalable, trustworthy lead management with LeanData

edX Enterprise reduces routing work from weeks to hours with LeanData

edX Enterprise faced significant operational challenges with its lead management system, which relied on complex and fragile Salesforce Flows. These custom-built automations were difficult to maintain, requiring specialized engineering support for every update and offering no visibility into routing logic or duplicate creation. This lack of transparency and agility hindered the revenue team's efficiency and trust in their data.

To solve this, edX Enterprise implemented LeanData's routing, matching, and SLA tracking solutions. The LeanData platform replaced the brittle flows with a visual orchestration layer, providing full visibility through audit logs and enabling self-serve changes that reduced routing work from weeks to hours. The results included improved reporting adoption, better SLA performance with precise tracking, and the ability to build renewal automation in hours instead of months, dramatically increasing operational agility and trust.

edX Enterprise