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Discover how Buying Groups Edition gives full visibility into enterprise deals, improves CRM accuracy, and drives multi-threaded pipeline growth.
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In this session, we showed how LeanData Buying Groups Edition tapped into Salesforce to give Sales, Marketing, and RevOps full visibility into the actual people driving enterprise decisions.
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Watch this RevGenius Demo Day session to see how LeanData’s Buying Groups Edition helps revenue teams engage full buying committees and drive more accurate pipeline inside Salesforce. Senior Solutions Consultant Rob Deutsche walks through a 7-step Buying Group Journey to show how top GTM teams turn signals into smarter, faster deal cycles.
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When deals need quick approvals for discounts or quotes, manual processes can create bottlenecks. Using LeanData's Any Object Routing with NotifyPlus Slack Integration, you can automate the routing of quote approvals directly through Slack.
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Here's how to trigger routing when existing related tasks are updated, allowing you to automate cross object assignments and field updates.
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Using LeanData's Hold Until node with working hours, you can automatically hold record assignments until the intended recipient's working hours begin.
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Here is an efficient solution for regularly cleaning up record ownership and ensuring your team focuses only on what will produce the most results.
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Learn how to set up a workflow that allows record owners to review and override automatic merges before they happen.
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2025 GTM strategies - same old playbook? Doubt it. The best are already evolving. AI is no longer just a buzzword, MQLs are fading, and new success metrics are taking over. So, what should you measure? And how do you align your teams for real growth? We’ve got the insights.
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Learn how to simplify the management of long exclusion lists in LeanData by leveraging data table routing functionality.
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Stay ahead in ABM with the 2025 Playbook. Learn 5 practical tactics to personalize outreach, improve lead response times, and drive pipeline growth. Watch the on-demand webinar and make your strategy more effective.
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Learn how to handle special matching scenarios in LeanData by using variables and data tables to force matches to specific subsets of accounts