LeanData

Overview

• Lead Routing
• GTM Orchestration
• Lead-to-Account Matching
• Revenue Operations
• Salesforce-Native
• Lead Management
• Account Assignment
• ABM Reporting

LeanData is an intelligent GTM orchestration platform designed for enterprise B2B revenue operations teams using Salesforce, large organizations with 50+ users managing complex routing, and Salesforce-native companies with sophisticated lead management needs. It provides fuzzy matching algorithm with multi-field matching beyond email domains normalizing company names and recognizing subsidiaries automatically for highest fidelity lead-to-account connections, tiebreaker rules with customizable prioritized logic handling situations where leads have multiple potential account matches selecting the best option systematically, parent account matching routing leads to immediate parent or ultimate parent accounts with maintained subsidiary database preventing sales reps from working leads at existing customer accounts, no-code orchestration automating business processes in Salesforce without engineering support using native AppExchange app keeping data secure, advanced routing rules with round-robin distribution, territory-based assignment, and account-based routing preventing duplicate efforts, and ABM reporting with custom dashboards tracking routing performance and lead conversion metrics (Premium tier). People use LeanData because it's purpose-built for Salesforce with native platform integration (not bolt-on), fuzzy matching provides superior accuracy vs basic email domain matching, and sophisticated routing prevents lead assignment errors across global organizations, though it requires $25K-50K/year enterprise pricing (minimum $25K for up to 100 users, $39-59/user/mo for per-user tiers), only supports Salesforce customers exclusively (no HubSpot or multi-CRM), and demands 6-10 weeks implementation with Salesforce admin and RevOps resources.

LeanData shines in enterprise lead routing for Salesforce customers with complex matching needs, global organizations with subsidiary relationships requiring parent account routing, sophisticated routing rules with tiebreakers preventing duplicate assignments, and Salesforce-native deployments requiring zero-integration complexity with AppExchange installation. Large organizations see value with fuzzy matching reducing routing errors by 40-60%, automated parent account matching saving RevOps 10+ hours weekly, and ABM reporting providing pipeline visibility, though SMBs under 20 users find it prohibitively expensive at $25K minimum with Chili Piper offering instant routing at $150-550/mo. It fits smoothly into Salesforce + Marketo + Outreach tech stacks and enterprise companies with complex RevOps workflows. LeanData is not designed for non-Salesforce customers, SMBs with simple round-robin routing needs, or organizations using HubSpot or multi-CRM but focuses on enterprise Salesforce revenue operations exclusively.

LeanData is built for:

• Salesforce-Native Revenue Operations: Exclusive Salesforce customers requiring GTM orchestration
• Enterprise B2B Companies: 50+ users with $50M+ ARR and complex routing needs
• Global Organizations: Multiple subsidiaries requiring parent account matching
• ABM-Focused Teams: Account-based programs needing custom reporting
• RevOps Leaders: Operations teams managing sophisticated lead lifecycle workflows

Company Size:

• Enterprise only (typically $50M+ ARR, 50+ users, Salesforce required)

For $1-15M ARR teams, LeanData is massive overkill at $25K-50K/year and requires Salesforce. Here's what works better:

Chili Piper ($150-550/mo vs $25K+ LeanData)

• Multi-CRM support with Salesforce, HubSpot, Pipedrive compatibility
• Instant booking with round-robin routing
• 3X faster lead conversion with <60 second booking
• Setup in 1-2 weeks vs 6-10 weeks for LeanData
• Best for: SMB teams 10-50 reps needing instant routing without enterprise complexity

RevenueHero ($20-50/user vs $2,100-5,000/user LeanData annual)

• Affordable inbound routing alternative to Chili Piper
• Multi-CRM support and instant meeting booking
• Round-robin and territory-based routing
• Setup in 1-2 weeks with simple integration
• Best for: Growth-stage companies 20-100 reps wanting routing without $25K minimum

HubSpot Native Routing (FREE vs $25K/year LeanData)

• Free lead routing included in HubSpot CRM
• Workflow automation with native assignment logic
• Round-robin distribution and territory-based routing
• Setup in 1-3 days with no implementation fees
• Best for: HubSpot customers wanting lead routing at no additional cost

Bottom Line: Unless you're Salesforce-exclusive enterprise with $50M+ ARR and 50+ users requiring fuzzy matching and parent account routing at $25K+ annual budget, choose Chili Piper ($150-550/mo) for instant routing with multi-CRM support or HubSpot native routing (FREE) if using HubSpot CRM - you'll get 70-80% of functionality at 1/10th-1/100th the cost without Salesforce lock-in.

• Best-in-class fuzzy matching with multi-field algorithm
• Tiebreaker rules for multiple account match scenarios
• Parent account matching with subsidiary database
• No-code orchestration for Salesforce automation
• Advanced routing rules with territory and ABM logic
• ABM reporting with custom dashboards (Premium tier)

LeanData pricing is custom enterprise exclusively for Salesforce customers with annual contracts required. Pricing starts at $25,000/year for up to 100 users (~$250/user/year), with per-user tiers for larger teams: Standard ($39/user/month, $468/user/year) includes lead-to-account matching, lead routing, and lead-to-contact matching; Advanced ($49/user/month, $588/user/year) adds advanced routing rules, custom object matching, and third-party integrations; Premium ($59/user/month, $708/user/year) includes ABM reporting, custom dashboards, and dedicated customer success manager. Typical total cost for 100-user team ranges $40K-70K/year including base license, implementation services ($10K-20K), and Salesforce admin resources. Custom enterprise pricing available for 500+ users with volume discounts. Demo available through sales team, annual commitment required. Free trial not offered but POC (proof of concept) available for qualified enterprise Salesforce customers.

Starting Price: $25,000/year (up to 100 users) Trial: Demo available, POC for qualified prospects

Base (Up to 100 users)

$25,000 Per Year

It includes:

• Lead-to-account matching
• Fuzzy matching algorithm
• Basic routing rules
• Tiebreaker logic
• Parent account matching
• Salesforce native integration
• Standard support
• Up to 100 users

Standard (Per-User)

$39 Per User, Per Month ($468/year)

It includes:

• Lead-to-account matching
• Lead routing
• Lead-to-contact matching
• Round-robin distribution
• Territory-based routing
• Basic reporting
• Standard support
• For 100+ user orgs

Advanced (Per-User)

$49 Per User, Per Month ($588/year)

It includes:

• All Standard features
• Advanced routing rules
• Custom object matching
• Third-party integrations
• Enhanced tiebreakers
• Field normalization
• Priority support
• For 100+ user orgs

Premium (Per-User)

$59 Per User, Per Month ($708/year)

It includes:

• All Advanced features
• ABM reporting
• Custom dashboards
• Dedicated customer success manager
• Advanced orchestration
• API access
• SLAs
• For 100+ user orgs

Complexity: Advanced

LeanData implementation requires advanced Salesforce admin and RevOps resources with 6-10 weeks minimum for enterprise deployments. Full deployment includes install LeanData app from Salesforce AppExchange and configure permissions (1 week), configure fuzzy matching algorithm with field mappings for account matching (2-3 weeks), build tiebreaker rules for multiple account match scenarios with prioritized logic (1-2 weeks), set up parent account matching with subsidiary database configuration (1-2 weeks), create routing rules with round-robin, territory-based, and account-based assignment logic (2-3 weeks), integrate with marketing automation (Marketo) and sales engagement (Outreach, SalesLoft) for workflow triggers (1 week), configure ABM reporting and custom dashboards (Premium tier, 1 week), and train RevOps and sales teams on routing management and troubleshooting (1-2 weeks). Most organizations engage LeanData professional services and Salesforce consultants for implementation assistance with ongoing admin support for optimization.

• Match leads to accounts with best-in-class fuzzy matching algorithm
• Prevent duplicate routing with tiebreaker rules for multiple matches
• Route subsidiaries to parent accounts with automated recognition
• Automate lead management in Salesforce with no-code orchestration
• Eliminate routing errors with sophisticated assignment logic
• Track pipeline performance with ABM reporting and custom dashboards

Visit Website: https://www.leandata.com

Social:

• LinkedIn: https://www.linkedin.com/company/leandata/
• Twitter: https://twitter.com/leandata

From: $25,000/year (up to 100 users) Trial: Demo available, POC for qualified prospects

• Enterprise (Salesforce-exclusive, $50M+ ARR)

Complexity: Advanced (6-10 weeks implementation with Salesforce admin)

• Chili Piper - Best for multi-CRM ($150-550/mo)
• RevenueHero - Affordable routing ($20-50/user)
• HubSpot - FREE native routing
• Openprise - Data orchestration (enterprise)
• RingLead - Salesforce duplicate management

Sources:

• LeanData Pricing 2025 | G2
• LeanData Pricing, Alternatives | Capterra
• Salesforce Lead-to-Account Matching | LeanData Blog
• Lead-to-Account Match Node Guide | LeanData Help
• LeanData vs Chili Piper | LeanData
• 3 LeanData Alternatives | Chili Piper
• Chili Piper vs LeanData Comparison | G2