Company · GTM Data / Sales Intelligence

ZoomInfo

Go-to-market intelligence and sales-data platform. Tessa Whittaker was VP of Revenue Operations here, running the ops org that drove the company's move up-market.

www.zoominfo.com ↗
Measurement

What we measured

Original research touching ZoomInfo. Each study states its sample and method.

Method

What we recommend

How LeanScale runs delivery where ZoomInfo is involved.

Proof

What it produced

Real engagements involving ZoomInfo.

Proof CRM Architecture & Migration

Stabilizing an overloaded Salesforce org and running a large territory refresh

A growth-stage cybersecurity vendor's Salesforce org had accumulated years of layered automation, producing intermittent lead-conversion failures and …

3 sections · 2 min read
Proof AI & Automation in GTM

Putting AI agents inside the CRM — and fixing the routing data first so they aim at the right people

An infrastructure company with a product-led signup motion approaching a million contacts wanted AI doing outbound and meeting prep natively inside it…

3 sections · 8 min read
Proof Data Quality & Enrichment

A repeatable list-import pipeline: normalize, domain-match, waterfall the email, then hand it over

Every event produced a spreadsheet in a different shape and marketing was hand-researching names to make lists loadable. We built a duplicated-templat…

3 sections · 5 min read
Proof Lead Routing & Speed-to-Lead

From an empty CRM to enrichment, territories and a live lead-routing engine

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…

3 sections · 2 min read
Proof Territory, ICP & Market Modeling

Rebuilding an ICP from closed-won signal analysis, then sourcing look-alikes for a new vertical

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…

3 sections · 5 min read
Proof Attribution & Lead Lifecycle

Deciding which system owns the MQL — and making the number defensible

A marketing-technology company could not stand behind its MQL, lead-source or attribution numbers. LeanScale gave one system clear ownership of the MQ…

3 sections · 2 min read
Proof Outbound & Demand Generation

Moving outbound off a native CRM sequencer and wiring a signal-trigger layer into it

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…

3 sections · 5 min read
Proof Attribution & Lead Lifecycle

Rebuilding lifecycle, scoring, attribution and routing on a live CRM

A growth-stage fintech had no reliable lead lifecycle, no attribution model and manual, error-prone routing. LeanScale rebuilt the lifecycle and scori…

3 sections · 2 min read
Proof Data Quality & Enrichment

Draining a daily data-quality dashboard by fixing what was creating the exceptions

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 …

3 sections · 6 min read
Proof Reporting, Forecasting & Board Metrics

Splitting one opportunity object into two, so a two-stage revenue model could be measured

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…

3 sections · 4 min read
Proof Lead Routing & Speed-to-Lead

Rebuilding inbound lead and account routing in native CRM flows — then migrating it back

A financial-technology company lost its third-party lead router when the subscription lapsed, with no documentation of how routing worked. LeanScale r…

3 sections · 4 min read
Proof Lead Routing & Speed-to-Lead

Splitting systems delay from human delay: a working-hours speed-to-lead SLA

A cybersecurity software company needed to prove its inbound leads were actually being worked. LeanScale measured the full lead-to-first-touch chain, …

3 sections · 5 min read
People

Guests from ZoomInfo

Episodes

Referenced in

Ep. 85

Why AI + GTM Engineers Can't Replace RevOps

Tessa Whittaker on the strategic layer AI can't automate, and leading enterprise AI transformation

June 5, 2026 · 00:41:01 · 38 min read
Ep. 69

Inside the Mind of a Modern CRO

Brett Kelly on the RevOps-to-CRO path, leading 20-year veterans through reinvention, and why AI means producing more — not cutting staff

May 15, 2026 · 00:50:56 · 42 min read
Ep. 47

From Physics to Fixing Sales: How Amplemarket Is Rewriting GTM

Amplemarket founder Micael Oliveira on building a consolidated, AI-plus-human GTM platform — and why signals and timing beat volume

October 29, 2025 · 01:01:11 · 61 min read
Ep. 40

Why Slack Is the Future of B2B Support

Tony Tom on Orca's account-first, AI-powered approach to B2B customer support

October 29, 2025 · 00:34:40 · 28 min read
Ep. 39

How to Scale GTM in the AI Era: Anthony Enrico's Playbook for Modern RevOps

LeanScale co-founder Anthony Enrico on the Traction podcast — the modern, revenue-per-FTE GTM playbook for AI-era startups

October 29, 2025 · 01:05:56 · 56 min read
Ep. 24

AI Is Breaking Sales — Here's How to Fix It

Luella's Mustafa Saeed on AI guardrails, email deliverability, and keeping humans in the loop in GTM

September 18, 2025 · 00:25:07 · 22 min read
Ep. 22

Clari Acquired Groove...Now What?

Bernardo Alves and Cameron Legge join Anthony Enrico to unpack what the Clari–Groove deal means for the sales tech stack and how RevOps should respond

September 5, 2023 · 00:23:15 · 19 min read
Ep. 9

Practical Territory Design

Cameron Legge on designing fair, efficient sales territories for B2B SaaS

May 30, 2023 · 00:15:14 · 13 min read