What LeanScale engagements actually produced — 75 customer stories covering the problem, the approach and the outcome.
Years of ad-hoc CRM use had left duplicate records, hundreds of stale lists, mostly-empty custom properties and workflows nobody remembered turning on…
A services business sold into several genuinely different buyer segments with no RevOps owner and no repeatable outbound motion. LeanScale built a con…
An infrastructure company with a product-led signup motion approaching a million contacts wanted AI doing outbound and meeting prep natively inside it…
A software vendor's deals kept stalling at the sales-qualified stage because the buyer's internal champion had nothing credible to send upward. We bui…
A growth-stage AI company wanted its own go-to-market team running on AI rather than manual pipeline updates. LeanScale shipped a set of Claude-based …
A late-stage data and market-intelligence platform ran account-based campaigns whose personalization was generated by an internally built research pro…
A cybersecurity company's marketing-ops team was hand-correcting lead tier and channel values every week to keep dashboards defensible. LeanScale repl…
A software company with a customer base in the thousands wanted to know where expansion revenue actually comes from. Four analysis waves across CRM, p…
A B2B software company sells into a small, finite target list where form fills are far too rare to qualify on. LeanScale built a capped behavioral sco…
A PE-backed technology company ran leadership and board reporting out of spreadsheets and a bolt-on forecasting tool while nobody trusted the underlyi…
A growth-stage cybersecurity vendor had no rigorous way to tell reps which accounts to work. LeanScale built an account priority score, a competitor-d…
A marketing-technology company's Salesforce CPQ process was failing in ways that stopped real deals from moving. LeanScale worked the backlog — a bloc…
A growth-stage software company ran redlining and legal paper in a contract lifecycle system and quoting in a separate CPQ, but the two never fully me…
A B2B software company priced on a mix of fixed and consumption components across multi-year contracts that stepped up and down. The CRM held one ARR …
A governance-software company was running two customer-success platforms: its own, and a second one belonging to a separate business unit. We mapped t…
An industrial technology manufacturer quoted highly configurable products with no compatibility or discount guardrails and no catalog to quote from. L…
A long-lived Salesforce CPQ still worked but had drifted: hundreds of mostly-empty fields, three competing ways to calculate ARR, native amendment swi…
A CRM full of duplicates, orphaned contacts and unvalidated emails was handed back clean and documented at the close of an embedded engagement. LeanSc…
A financial-software company's lean in-house team needed more build-and-maintain capacity than it could carry across a tightly coupled Salesforce, Hub…
A cybersecurity vendor's CRM had accumulated roughly a quarter of a million records with heavy duplication and large firmographic gaps, which made tie…
A growth-stage fintech had grown its CRM to a few hundred thousand records, with duplicates, undocumented workflows and inconsistent deal data sitting…
A financial-services data company's executives had stopped trusting their CRM pipeline. LeanScale re-derived the sales lifecycle from two years of act…
A technology company had run marketing on the same automation platform for years and wanted an AI-capable stack. LeanScale audited every activity, obj…
Every event produced a spreadsheet in a different shape and marketing was hand-researching names to make lists loadable. We built a duplicated-templat…
A B2B software company could not reconcile what its BDR team generated with what its dashboards showed. LeanScale rebuilt inbound and outbound attribu…
A growth-stage workforce-technology company was losing inbound leads and event contacts between MQL and pipeline, with attribution that did not agree …
An AI company scaling its sales org fast had a nearly empty Salesforce: no enrichment, no territory model, no routing, and inbound piling up in a defa…
An early-stage security software company ran its entire go-to-market on a lightweight CRM with improvised stages and no governance. LeanScale defined …
A fast-growing AI company had added a business tier and was fielding large unsolicited inbound with almost no sales infrastructure. LeanScale designed…
A growth-stage AI company had no scored view of its market, so reps picked accounts on instinct. LeanScale built a weighted ICP matrix, the enrichment…
A financial-services technology company had a mature CRM in which the fields that actually predicted deal size were mostly empty, and was pushing into…
A hybrid self-serve and sales-led company had the same customer living in four systems with nothing reliably joining them, so finance, marketing, CS a…
A fast-growing developer-infrastructure company with an explosive self-serve signup engine had a CRM its own team called "inchoate" — no funnel KPIs, …
A marketing-technology company could not stand behind its MQL, lead-source or attribution numbers. LeanScale gave one system clear ownership of the MQ…
A B2B software company was running two Salesforce orgs that had grown up separately. LeanScale merged them into a single instance: field-by-field rati…
A software company was paying for two separate Salesforce orgs and had to be out of one before its contract lapsed. We merged roughly 625,000 records …
A long-established enterprise software company ran conflicting activity data across its CRM and its sales-engagement tool, so reps trusted neither. Le…
A professional-services firm ran outbound inside its CRM's native sequencing tool, with no signal layer and no reliable way to re-engage the people it…
A growth-stage legal-technology company was running its entire customer base out of spreadsheets with no structured renewal motion. LeanScale migrated…
A fintech's inbound routing ran on brittle custom Salesforce flows that threw duplicate and conversion errors and quietly dropped leads. LeanScale reb…
Event lead lists arrived unusable and CRM contacts had quietly gone stale. LeanScale built a reusable Clay table that waterfalls work-email lookups ac…
A PE-backed financial-services platform's marketing team was assembling attribution by hand in spreadsheets and could not fully defend its dashboards.…
An executive sponsor at a financial-services technology company had prototyped AI sales agents with no path to production. In a fixed-term sprint, Lea…
A growth-stage AI company was adding sellers faster than process. LeanScale pushed opportunity-stage and contact-role validation rules into production…
An early-stage AI company with a handful of full-cycle sellers wanted the CRM to update itself after calls. We built an event-driven pipeline that tak…
A developer-infrastructure company had hundreds of thousands of self-serve signups it could not score, route, or even identify — most signed up with p…
A fast-scaling B2B software company selling both self-serve and sales-led into high-volume SMB had no CPQ, no product catalog, and billing split away …
A software company had outgrown a Salesforce CPQ where all discount accountability lived at the quote header, price tiers had multiplied, and system-g…
Marketing could not trust its own attribution: colliding channel values, MQL lifecycle workflows that silently never fired, and event leads stamped to…
A technology company was collapsing an à-la-carte price list into tiered good/better/best packaging across its customer segments. LeanScale rebuilt th…
A business line was reporting monthly recurring revenue out of a personal spreadsheet left behind when the role turned over. LeanScale rebuilt the sub…
Marketing and sales reporting was split across HubSpot and Salesforce with no consistent campaign taxonomy and tens of thousands of duplicate company …
A workforce-technology company's home-grown quoting logic broke on multi-year and ramped contracts. LeanScale rebuilt quoting across five quote types …
A growth-stage legal-technology company outgrew its go-to-market systems as its team and customer base scaled. LeanScale re-architected the HubSpot de…
A growth-stage fintech had no reliable lead lifecycle, no attribution model and manual, error-prone routing. LeanScale rebuilt the lifecycle and scori…
A financial-services software company sells subscriptions through direct, partner-led and channel motions, and years of that complexity had accumulate…
A sales-technology company lost its CPQ during a CRM consolidation and could not send contracts at all. LeanScale built the replacement in DealHub — c…
A growth-stage workforce-technology company ran two regional sales teams on inconsistent processes with no forecasting discipline. LeanScale rebuilt t…
A B2B software company needed off Salesforce CPQ before it retired, with no clean handling for ramped or multi-year deals. LeanScale implemented DealH…
A late-stage software company committed to moving off a legacy marketing automation platform onto a new one. The single most valuable thing we did was…
Forecast hygiene had eroded at a long-established enterprise software company: large deals sat open indefinitely in an omitted category with no activi…
A workforce technology company's CRM had accreted a legacy ERP integration and its middleware layered over thousands of order and quote records, plus …
A software company's marketing ops team had hand-fixed the same four CRM exception reports for years — blank sources, mis-stamped tiers, missing tier …
A PE-backed financial-services platform blamed its lead-scoring model for skewed results. The audit found the cause underneath: tens of thousands of c…
A software vendor's buying signals were unusually public — public listings, procurement records, social posts — and none of it was reaching the SDR te…
A company's sale contained two separate commercial events on one opportunity record type: one closed by the sales team, the second closed months later…
A growth-stage cybersecurity vendor's Salesforce org had accumulated years of layered automation, producing intermittent lead-conversion failures and …
A subscription software platform ran a self-serve trial funnel alongside an enterprise sales motion, with every inbound lead matched, segmented by com…
A late-stage AI company was hiring an enterprise sales organization from close to zero while committing constrained physical capacity to customers it …
A marketing-technology company's demand-generation team inherited a brand-new Clay workspace with no in-house expertise and a finite credit balance. L…
A construction-industry software company running a mixed self-serve and sales-led motion had a funnel where Opportunity counts ran larger than SQL and…
A PE-backed financial-services platform had two lead-scoring models running in parallel, and the fit component was subtracting points from leads that …
A late-stage AI company earned revenue three different ways — subscription, metered consumption, and cloud-marketplace usage — and none of it reconcil…
A financial-technology company lost its third-party lead router when the subscription lapsed, with no documentation of how routing worked. LeanScale r…
A cybersecurity software company needed to prove its inbound leads were actually being worked. LeanScale measured the full lead-to-first-touch chain, …
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