Showing 1-6 out of 163 found articles
Sort by: Newest
Video blue rectangle with image of speakers from Palo Alto Networks

LeanData Customer Spotlight: Palo Alto Networks

Palo Alto Networks shares how they’ve used LeanData to evolve their go-to-market strategy by embracing the Buying Group–centered model.

Video

Transform Your GTM: Orchestrating Revenue with Buying Groups Edition

Discover how Buying Groups Edition gives full visibility into enterprise deals, improves CRM accuracy, and drives multi-threaded pipeline growth.

Video

Marketing Profs Demo Day: Buying groups Edition demo with LeanData

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.

Video

Driving Revenue with Buying Groups: LeanData Demo Day

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.

Video a rectangle with a green lightbulb and a leandata tips and tricks logo

Quote Approvals with Any Object Routing and NotifyPlus

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.

Video a rectangle with a green lightbulb and a leandata tips and tricks logo

Initiate Routing from Related Activity Updates

Here's how to trigger routing when existing related tasks are updated, allowing you to automate cross object assignments and field updates.