LeanData
2901 Patrick Henry Dr,
Santa Clara, 95054, CA,
United States
Santa Clara, 95054, CA,
United States
1 669-600-5676
Professional Services
LeanData Technographics
LeanData Software Purchases and Digital Transformation Initiatives
Discover the latest software purchases and digital transformation initiatives being undertaken by LeanData and its business and technology executives. Each quarter our research team identifies on-prem and cloud applications that are being used by the 300 LeanData employees from the public (Press Releases, Customer References, Testimonials, Case Studies and Success Stories) and proprietary sources.
During our research, we have identified that LeanData has purchased the following applications: Sage Intacct for ERP Financial in 2024, Drift AI Chatbot for Chatbots and Conversational AI in 2019, Google Workspace (Formerly Google G-Suite) for Collaboration in 2019 and the related IT decision-makers and key stakeholders.
Our database provides customer insight and contextual information on which enterprise applications and software systems LeanData is running and its propensity to invest more and deepen its relationship with Sage , Drift , Google or identify new suppliers as part of their overall Digital and IT transformation projects to stay competitive, fend off threats from disruptive forces, or comply with internal mandates to improve overall enterprise efficiency.
We have been analyzing LeanData revenues, which have grown to $37.0 million in 2024, plus its IT budget and roadmap, cloud software purchases, aggregating massive amounts of data points that form the basis of our forecast assumptions for LeanData intention to invest in emerging technologies such as AI, Machine Learning, IoT, Blockchain, Autonomous Database or in cloud-based ERP, HCM, CRM, EPM, Procurement or Treasury applications.
LeanData Data, Technology Stack, and Enterprise Applications
ERP Financial Management
Vendor |
Previous System |
Application |
Category |
Market |
VAR/SI |
When |
Live |
Insight |
|---|---|---|---|---|---|---|---|---|
| Sage | Legacy | Sage Intacct | ERP Financial | ERP Financial Management | n/a | 2024 | 2024 |
In 2024 LeanData implemented Sage Intacct as its ERP Financial solution for corporate finance and accounting. The deployment establishes Sage Intacct as the companys primary ERP Financial application and the anchor for financial recordkeeping and reporting.
The Sage Intacct deployment focuses on centralizing core financial management, leveraging ERP Financial capabilities such as general ledger, accounts payable, accounts receivable, cash management and financial reporting. Configuration emphasis reflects automated accounting workflows, a structured chart of accounts and transaction level visibility to support month end close and routine financial operations.
Sage Intacct is referenced on LeanDatas corporate website, indicating public attribution or integration with the company web presence. Operational coverage is centered on finance and accounting functions across the organization, aligning with professional services billing and corporate financial operations.
Governance for Sage Intacct centers on role based access controls, approval routing for payable and receivable workflows and standardized close procedures to enforce financial controls. Ongoing administration and process stewardship are positioned within the finance organization to maintain transactional accuracy and auditability.
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AI-Powered Application
Vendor |
Previous System |
Application |
Category |
Market |
VAR/SI |
When |
Live |
Insight |
|---|---|---|---|---|---|---|---|---|
| Drift | Legacy | Drift AI Chatbot | Chatbots and Conversational AI | AI-Powered Application | n/a | 2019 | 2019 |
In 2019, LeanData implemented Drift AI Chatbot on its website. The deployment uses Drift AI Chatbot as a Chatbots and Conversational AI application to manage visitor engagement and initial lead interaction, aligning directly with sales and marketing engagement functions.
Configuration focused on a web-embedded chat widget, conversational workflows for lead qualification, automated routing rules, and scripted playbooks consistent with Chatbots and Conversational AI best practices. Operational scope concentrated on the company website and marketing owned touchpoints, with governance processes for iterative playbook updates, escalation paths to human teams, and centralized conversational records to support downstream sales and marketing follow up.
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Collaboration
Vendor |
Previous System |
Application |
Category |
Market |
VAR/SI |
When |
Live |
Insight |
|---|---|---|---|---|---|---|---|---|
| Legacy | Google Workspace (Formerly Google G-Suite) | Collaboration | Collaboration | n/a | 2019 | 2019 |
In 2019 LeanData implemented Google Workspace (Formerly Google G-Suite) as its primary Collaboration platform. Google Workspace (Formerly Google G-Suite) provides LeanData with cloud-first productivity and communications capabilities supporting the company’s professional services operations.
Deployment at LeanData centers on core Google Workspace services, including Gmail for enterprise email, Google Drive and Shared Drives for file storage, Google Docs, Sheets, and Slides for document collaboration, Google Calendar for scheduling, and Google Meet for virtual meetings. Administrative functions are managed through the Google Workspace Admin console enabling user provisioning, organizational units, group controls, and mobile device management.
The implementation scope covers company-wide usage across sales, marketing, professional services, and corporate operations within the United States, reflecting adoption across collaboration, document management, and calendaring business functions. For a 300-employee professional services firm, the architecture is consistent with a single Google Workspace tenant configured for domain-level identity and access management.
Governance emphasizes administrative controls, organizational unit segmentation, group-based access, and policy controls for account provisioning, data retention, and device management aligned to professional services compliance needs. IT ownership is positioned for user lifecycle management and enforcement of security and access policies within Google Workspace (Formerly Google G-Suite).
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Content Management
Vendor |
Previous System |
Application |
Category |
Market |
VAR/SI |
When |
Live |
Insight |
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Digital Signing | Content Management |
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2023 | 2023 |
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Web Content Management | Content Management |
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2022 | 2022 |
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CRM
Vendor |
Previous System |
Application |
Category |
Market |
VAR/SI |
When |
Live |
Insight |
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Account Based Marketing | CRM |
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2020 | 2020 |
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Account Based Marketing | CRM |
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2018 | 2018 |
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Customer Support | CRM |
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2020 | 2020 |
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Customer Support | CRM |
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2018 | 2018 |
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Digital Advertising Platform | CRM |
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2020 | 2020 |
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Digital Advertising Platform | CRM |
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2020 | 2020 |
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Marketing Analytics | CRM |
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2020 | 2020 |
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Marketing Analytics | CRM |
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2022 | 2022 |
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Marketing Automation | CRM |
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2020 | 2020 |
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Marketing Automation | CRM |
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2022 | 2022 |
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Sales Automation, CRM, Sales Engagement | CRM |
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2018 | 2018 |
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Sales Automation, Sales Engagement | CRM |
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2018 | 2018 |
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Sales Automation, Sales Engagement | CRM |
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2022 | 2022 |
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ITSM
Vendor |
Previous System |
Application |
Category |
Market |
VAR/SI |
When |
Live |
Insight |
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IT Service Management | ITSM |
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2021 | 2021 |
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IaaS
Vendor |
Previous System |
Application |
Category |
Market |
VAR/SI |
When |
Live |
Insight |
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Application Hosting and Computing Services | IaaS |
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2018 | 2018 |
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Application Hosting and Computing Services | IaaS |
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2021 | 2021 |
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Content Delivery Network | IaaS |
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2020 | 2020 |
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IT Decision Makers and Key Stakeholders at LeanData
| First Name | Last Name | Title | Function | Department | Phone | |
|---|---|---|---|---|---|---|
| No data found | ||||||
Apps Being Evaluated by LeanData Executives
APPS RUN THE WORLD tracks software evaluation trends across 2 million companies worldwide, including buyer insights from LeanData IT executives and key decision makers. As part of ARTW Buyer Intent and technographics insights, these findings provide useful visibility into the LeanData digital transformation priorities and AI adoption trends.
| Date | Company | Status | Vendor | Product | Category | Market |
|---|---|---|---|---|---|---|
| No data found | ||||||
FAQ - APPS RUN THE WORLD LeanData Technographics
LeanData is a Professional Services organization based in United States,
with around 300 employees and annual revenues of $37.0 million.
LeanData operates a diverse technology stack with applications such as
Sage Intacct, Drift AI Chatbot and Google Workspace (Formerly Google G-Suite),
covering areas like ERP Financial, Chatbots and Conversational AI and Collaboration.
LeanData has invested in cloud applications and AI-driven platforms to optimize efficiency and growth,
collaborating with vendors such as Sage, Drift and Google.
LeanData recently adopted applications including
Sage Intacct in 2024, DocuSign eSignature in 2023 and HubSpot CMS in 2022,
highlighting its ongoing modernization strategy.
APPS RUN THE WORLD maintains an up-to-date database of LeanData’s key decision makers and IT executives,
available to Premium subscribers.
Our research team continuously updates LeanData’s profile with verified software purchases,
vendor relationships, and digital initiatives identified from public and proprietary sources.
Subscribe to APPS RUN THE WORLD to access the complete LeanData technographics profile,
including detailed breakdowns by category, vendor, and IT decision makers.