Resource Center

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

eBook OpsStars 2024: Award-Winning Ops Stories
OpsStars 2024: Award-Winning Ops Stories

Read the stories showcasing the 2024 OpsStars Award Winners and their innovative approach to Operations.

eBook The Buying Groups Adoption Journey
The Buying Groups Adoption Journey

In this guide, we’ll break down industry best practices and provide you with a roadmap for success.

Video Creating Notification Snippets with Variables
Creating Notification Snippets with Variables

Do you want to re-use the same notification text in multiple action nodes, but don’t want to edit each of them every time the text changes? Here is a way you can use variables to create and manage notification snippets throughout your graph.

Video Reporting on Specific Graph Branches
Reporting on Specific Graph Branches

Have you ever needed to provide reporting on how many records passed through certain points of your Routing Graph? If you need this information in a native Salesforce report, here is how you can set up your LeanData graph to capture that data in an easily reportable way.

Video Manage Volume with Recurring Routing Jobs
Manage Volume with Recurring Routing Jobs

Learn how to prioritize urgent records in your CRM by offloading less time-sensitive records to a recurring routing job. This ensures that urgent records are processed quickly, while less critical records are still assigned.

Webinar REPORT INSIGHTS: Cracking the Code of GTM Efficiency in 2024
REPORT INSIGHTS: Cracking the Code of GTM Efficiency in 2024

Learn how hundreds of B2B go-to-market leaders are shifting to opportunity-based selling, overcoming revenue process breakdowns, and using AI to streamline SDR functions.

Video Get Started Quickly by Using Routing Templates
Get Started Quickly by Using Routing Templates

Getting started with LeanData routing is easy whether you already know what you want or you are looking for some ideas. LeanData’s provided routing templates are a great way to get started quickly.

Video Referencing a Prior Value in Routing
Referencing a Prior Value in Routing

LeanData is great for updating records, but what if you need a way to remember and reference what a value was before LeanData updated it? Here is a way to reference pre-routing values in notifications.

Solution Brief Is Your Organization Ready for a Buying Group Motion?
Is Your Organization Ready for a Buying Group Motion?

Use this checklist to determine if your company is ready for a buying group motion based in Opportunities.

Buying Groups Readiness Assessment

Is your revenue team ready for Opportunity-centric motion based in Buying Groups? Use this assessment to gauge your organization’s readiness and value potential.

Webinar The Business Case for Buying Groups
The Business Case for Buying Groups

Dive into Buying Groups with perspectives and advice from marketing leaders blazing a trail in this powerful go-to-market motion.

eBook LeanData for Events: The Ops Playbook
LeanData for Events: The Ops Playbook

The LeanData for Events Ops Playbook is designed to give you a guide to using LeanData to support events of...