Video
Using 6sense With LeanData
Learn how to combine 6sense intent data with LeanData automation to create processes for assigning and reassigning Accounts.
Customer Story
Saviynt Sees 53% Increase in Lead-to-Account Matches, Saving 5 Hours Per Week with LeanData
Saviynt uses LeanData to automatically and accurately match leads to existing accounts and to enable custom routing rules and facilitate speedy delivery of leads to the right reps at the right time, increasing efficiencies and response time.
Video
Referencing Alternate Working Hours with Queues
Here's how you can use SFDC queues to incorporate alternate working hours into your routing graph.
Video
Preserving Specific Values when Merging
Learn best practices when merging duplicate records in your LeanData FlowBuilder graph from LeanData Head of Training, Kevin Au.
Video
[Workshop] Orchestrating the Right Response at the Right Time
How to drive faster time to close through speed to response optimization.
Video
[Workshop] Customer For Life Orchestration
How to operationalize customer onboarding, protection and growth.