Unlocking Opportunities: LeanData and Equilar Combine Forces to Deliver Real-Time Executive Transition Insights

In a transformative collaboration, LeanData and Equilar have joined forces to present a pioneering solution that delivers real-time executive transition insights. This strategic alliance is poised to reshape how organizations approach executive transitions as key signals for sales teams, while delivering faster organization intelligence and supercharging connections with influential decision makers.

In B2B selling environment, signals indicating key leadership changes at target accounts are critical details for sales and marketing teams. Orchestrating faster scheduling and handoffs, reacting to new needs, and providing immediate prospect value are key parts of the new sales playbook. However, tracking changes consistently and efficiently in a CRM presents an ongoing challenge. Combining Lean Data’s state-of-the-art revenue orchestration with Equilar’s industry-leading executive intelligence, this partnership offers streamlined executive transition tracking to accelerate pipeline generation.

The integration between LeanData’s innovative FlowBuilder and Equilar Contact Tracking creates a seamless pathway to monitor and respond to personnel transitions with unmatched efficiency. By consolidating time-sensitive transition insights within a unified contact record in Salesforce, Equilar Contact Tracking empowers users to make informed decisions and capitalize on emerging opportunities. Users can swiftly notify the right Sales Operations, Sales Managers, and Customer Success teams about recent executive appointments and departures within their target accounts, ensuring teams are equipped with the latest intelligence for effective engagement and positive outcomes.

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“The partnership with LeanData marks a significant step in redefining how businesses leverage timely executive intelligence to drive actionable insights,” said David Chun, CEO and Founder of Equilar. “These signals hold immense value for sales teams, yet often go unnoticed due to data inconsistencies or lack of notification on key decision maker transitions.”

Equilar Contact Tracking integrated into the LeanData Matching & Routing Salesforce app supports:

Strategic Engagement: Ensure CRM data remains current with recent position changes, allowing for the optimal moment for outreach to customers and prospects.

Speed-to-Lead Routing: Confirm transition data gets into the right hands as quickly as possible.

Accelerated Deals: Maintain relationships with contacts who have transitioned to new accounts, accelerating deals in the pipeline through warm introductions.

Enhanced Sales Cycle: Identify new champions within target accounts, shortening the sales cycle.

“We are excited to collaborate with Equilar on a joint solution to revolutionize how sales organizations respond to executive transitions strategically,” said Don Otvos, Vice President of Partnerships at LeanData. “By integrating LeanData’s advanced contact matching and routing capabilities with Equilar‘s executive transition data, we provide our clients with unparalleled executive intelligence. It’s one of many ways LeanData orchestrates person, process, and play you need to close deals faster and drive revenue more efficiently.”

SOURCE: Businesswire