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Connect your AI agents to apps and data more securely, give users control over the actions AI agents can perform and the data they can access, and enable human confirmation for critical agent actions.

LeanData is a Demand Management solution that supports all go-to-market strategies such as account-based sales development, geo-based territories, and more. LeanData features a visual, intuitive workflow native to Salesforce that enables users to view their entire lead flow in one interface. LeanData allows users to access the drag-and-drop feature to route their leads. LeanData also features an algorithms match that uses multiple fields in Salesforce.

The software is cloud based and automates complexities around consolidating and reporting for groups with multiple year ends, currencies and ERP systems with a slice and dice approach to reporting. While retaining the structure, control and validation needed in a financial reporting tool, we’ve managed to keep things flexible.