5 Reasons Ops Teams Upgrade from Salesforce Flows to LeanData
LEARN MORE
Resource Center
All the authoritative go-to-market content you need to maximize the effectiveness and efficiency of your revenue teams
Salesforce
Video
Bypassing Validation Rules
As a native Salesforce solution, LeanData is subject to any validation or duplicate prevention rules you have in Salesforce. Here is a way that you can exclude specific Users.
Video
Using the Salesloft Node
Some organizations use Salesloft cadences to manage sales engagement. Learn how you can incorporate LeanData's Salesloft Integration to automate follow up based on campaign activity.
Video
Selective Overwriting When Merging
When merging duplicates in LeanData sometimes you only want certain fields overwritten. Here is a way that you can selectively choose which fields you want to be overwritten on a merged record.
Video
Cross Object Operations in Router
When using LeanData Router, you can begin your process on one object, then continue it on a different object. You just need to know how to identify the other object record and properly trigger it for routing purposes.
Video
Update Pools with Conditional Membership
Keeping Round Robin pools up to date with the latest members does not have to rely on someone remembering which Users to add.
Customer Story
How Maxio’s RevOps Team Used LeanData to Stay Nimble As They Merged Two Companies
Maxio builds and automates GTM plays in LeanData that are not only good for the business, but also create the best digital experience for the customer.
Video
Summiting Silicon: Scaling the Peaks with Marketing and Sales Alignment
Marketing is critical in scaling the heights of success. In this session, equip yourself with invaluable insights from our esteemed marketing mountaineers who've successfully conquered these peaks.
Video
Plotting the Course: Navigating Successful Territory Planning In The Rough Terrain of 2023
In this on-demand session, we delve into the world of territory planning, transforming it from a daunting forest into a familiar campsite. You will learn to recognize the natural patterns of account distribution, adapt to shifting market landscapes, and guide your reps in navigating their own territories with confidence.
Video
Referencing Different Matches with Variables
Sometimes you need to use different matches for different purposes. LeanData's Object Variables will allow you to store different matches in different Variables and reference them whenever you need.
Video
Updating Related Records
Do you ever need to update a different record than the one you are routing, such as a Matched Account, or a Related Activity? We walk through how you can do so using LeanData's Update Record Node.
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.
Customer Story
6sense Increases Pipeline by 60% Using LeanData
6sense increased pipeline by 60% by using LeanData Matching and Routing, enabling them to work more opportunities and increase their odds of winning.