Case Study: Firstup achieves scalable lead routing and Account-Based Marketing enablement with LeanData

LeanData automation makes lead routing scalable and enables a sophisticated AccountBased Marketing strategy

Dynamic Signal is a mobile‑first employee communications platform used by nearly 20% of the Fortune 100 that connects, informs, and engages employees. As inbound demand surged and the SDR team tripled, Salesforce’s native assignment rules couldn’t keep up: leads were slipping through the cracks, response times lagged, and Dynamic Signal needed a scalable way to manage complex territories and support an account‑based approach.

LeanData provided visual Flow Builder automation for lead‑to‑account matching, intelligent routing (including round‑robins) and one‑by‑one lead conversions to enable ABM. The result: a flexible, easy‑to‑manage routing system that rerouted 50,000 leads during a territory reorganization, eliminated lost leads, improved rep productivity and real‑time account visibility, and scaled to support Dynamic Signal’s continued growth.

Firstup

Albert Alexander

Manager of Sales Development Operations