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All the authoritative go-to-market content you need to maximize the effectiveness and efficiency of your revenue teams

eBook The Ultimate Event Management Playbook
The Ultimate Event Management Playbook

Learn the tips and tricks of event management from experienced marketers, Sales leaders, and RevOps pros.

Video Prioritizing the Reporting Matched Account in Routing
Prioritizing the Reporting Matched Account in Routing

Sometimes when you're using both LeanData Tagging and Routing, you may notice that LeanData routes to a different Account than it is tagged with. Here is a way to prioritize the Account Match stored in the Reporting Matched Account field.

Video Assigning Multiple Owners with a Round Robin
Assigning Multiple Owners with a Round Robin

When using Round Robins, sometimes you actually want to assign two different User fields with the Round Robin. Here is how to do that, whether you want to assign to the same User or to different Users within the same Round Robin Pool.

Webinar New Year, New Processes: Simple Ways to Clean (and Maintain!) Your Data
New Year, New Processes: Simple Ways to Clean (and Maintain!) Your Data

Hear from RevOps experts on data cleansing, updating processes for success, tech stack management, and methods for a sparkling new year.

Customer Story Trent’s Story: Using LeanData to Create Actual Magic in RevOps
Trent’s Story: Using LeanData to Create Actual Magic in RevOps

Trent Allen, a Certified LeanData Expert whose team was honored with an OpsStars Award in 2022, shares how LeanData integrates with other tools in the tech stack, helping to get to ROI more quickly.

Customer Story Rocket Software Increases Marketing Qualified Lead Velocity by 75%
Rocket Software Increases Marketing Qualified Lead Velocity by 75%

Just a little over a year since launching their lead transformation project, LeanData powers everything they do with handoffs between marketing and sales and they've seen a 75% increase in marketing qualified lead (MQL) velocity.

Customer Story Mike’s Story: Automating Complex Sales Processes
Mike’s Story: Automating Complex Sales Processes

Mike describes how LeanData makes complex sales processes easy to manage in Salesforce. By allowing him to put everything into one platform and manage it all one place, along with Audit Logs to see the details and understand exactly what's happening at any point in the process, it makes his life easier.

Sleighing Success: 3 Keys to Renewing Revenue in 2024

Get key insights from Maura Ginty, Fractional CMO at LeanData, and Jake Goldfield, SVP of RevOps at Salesloft for driving...

Customer Story Hillary’s Story: Why LeanData Is a de Facto Standard
Hillary’s Story: Why LeanData Is a de Facto Standard

Hillary Lamb, Senior Salesforce Business Analyst, has been an avid user for many years, implementing LeanData at 3 different companies. She describes how at each company, regardless of the go-to-market strategy, LeanData has been a de facto standard.

Customer Story How Qualified’s RevOps Team Saves 150 Hours per Year With LeanData
How Qualified’s RevOps Team Saves 150 Hours per Year With LeanData

By using LeanData to automate processes around event list loads and lead routing, Kieran Snaith, VP of RevOps, estimates his team saves 5 hours per event. With 30 events over the course of a year, that's 150 hours!

Customer Story Clockwise Supports PLG Motion with LeanData Revenue Orchestration
Clockwise Supports PLG Motion with LeanData Revenue Orchestration

With a modern, PLG approach to systems, processes, and tools, including LeanData, Clockwise is able to drive revenue by focusing on the right customers at the right time.

Modern Revenue Orchestration with LeanData

LeanData’s Salesforce-native platform helps you connect the right data, tools, and people at each step in the buyer journey. In...