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Prioritizing the Reporting Matched Account in Routing

Learn how to prioritize the account match stored in the reporting matched account field in LeanData from Head of Training, Kevin Au.
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Assign Multiple Owners with a Round Robin

Learn how to assign multiple owners in a round robin lead distribution pool using LeanData Flow Builder tools and graphs.
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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.
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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.
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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...
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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.