Case Study: Remote achieves faster, more accurate revenue process automation with LeanData

Global Workforce Management Leader Powers Revenue Process Transformation with LeanData

Remote, the global workforce management platform, was migrating from HubSpot to Salesforce and needed a dependable way to manage increasingly complex lead routing, account matching, alerts, and meeting scheduling. With LeanData, the sales operations team sought to support a contact-only model, improve visibility, and reduce manual work across its go-to-market processes.

LeanData implemented a 100% Salesforce-native solution that centralized workflows, automated lead/contact routing, connected with Outreach and Slack, and used tools like List Analyzer and BookIt to streamline list uploads and meeting scheduling. As a result, Remote replaced manual processes with faster no-code automation, improved speed to lead through automatic Outreach sequencing, and made workflows more accurate, reliable, and easier to share with stakeholders.

Remote

Molly Young

Sales Operations Partner