Connect your sellers with the right partners at the right time to facilitate strategic conversations that drive growth.

The LeanData Revenue Orchestration Platform, powered by No-Code Automation, provides flexible, easy, drag-and-drop workflows to automate friction-free processes in Salesforce. Bring in Crossbeam data, and you can orchestrate strategic plays that prioritize sales activities, encourage engagements, and enable co-selling motions with your partners.

  • Visualize and immediately activate your plays
  • Rewire processes at will, absorbing strategy shifts, reorgs and territory changes without breaking a thing
  • Centralize revenue operations to manage processes and handoffs between people and tools, both within Salesforce and across your third-party applications 
  • Leverage any object across Salesforce and along with LeanData integrations including Slack, Salesloft, and Salesforce Sales Engagement to create advanced notifications or automate cadences



Key Benefits

Coming soon

How It Works

Details will be available upon release.


Detailed installation instructions will be available upon release.

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