Case Study: Optimizely achieves faster lead routing and more SDR selling time with LeanData

A LeanData Case Study

Preview of the Optimizely Case Study

Optimizely cuts speed to lead from hours to minutes with LeanData

Optimizely, an AI platform for marketing, faced significant challenges with its legacy lead routing system. The system was fragile, opaque, and difficult to scale, causing slow response times and eroding stakeholder confidence in operations. SDRs wasted hours manually investigating leads, and the platform lacked integrations with the rest of the tech stack. To escape this pain, Optimizely partnered with vendor LeanData to implement its Intelligent GTM Orchestration platform.

By implementing LeanData's solution, Optimizely built a robust, multi-object routing ecosystem integrated with Outreach and Microsoft Teams. This allowed the team to reduce its speed to lead from hours to minutes and reclaim hours of selling time for SDRs every week. The solution proved its scalability by seamlessly supporting a complete organizational overhaul. LeanData's platform was credited with helping drive consistent quarter-over-quarter pipeline growth for Optimizely.


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