LeanData
120 Case Studies
A LeanData Case Study
Zoom, the video-first communications company, was growing rapidly and struggling to keep its Salesforce lead matching and routing rules manageable as lead volume and complexity surged. The company needed a more scalable lead management solution to replace time-consuming custom code and help its Sales Operations team keep pace with changing business needs.
LeanData implemented lead matching and routing for Zoom, making assignments faster and more accurate while improving reporting and troubleshooting. With LeanData, Zoom cut process changes from months to a week or less, routed leads to the right reps more quickly, and scaled smoothly through explosive global demand during COVID-19.
Michael Fedynyshyn
Senior Manager, Sales Operations and Strategy