LeanData
120 Case Studies
A LeanData Case Study
Traliant, a company focused on compliance training, needed to build complex go-to-market routing infrastructure without relying on developers or taxing their Salesforce admin. To solve this challenge, they turned to LeanData and its visual FlowBuilder product.
LeanData's solution enabled Traliant's Revenue Operations Manager to use a no-code, graph-based interface to build sophisticated cross-object routing logic. This empowered the operations team to move quickly without waiting for technical resources, allowing the Salesforce admin to focus on other high-priority CRM work. The LeanData implementation provided enterprise-level power without the associated complexity.