Case Study: Rockwell Automation achieves faster lead qualification and real-time reporting with LeanData

Rockwell Automation cuts lead qualification from 7 days to under 5 minutes with LeanData

Rockwell Automation faced challenges with manual lead routing, siloed systems, and inconsistent processes, which slowed response times and limited visibility during a broader CRM migration. To modernize their go-to-market infrastructure, they partnered with LeanData for its lead management and routing solution.

LeanData provided a solution to automate routing and improve reporting, including introducing CRM visibility into distributor-led opportunities. The implementation empowered regional leaders with self-managed routing logic and included a global training program. The measurable results included reducing lead qualification time from 7 days to under 5 minutes, accelerating reporting to real-time, and enabling CRM visibility for distributor opportunities.

Rockwell Automation