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How Brandwatch Doubled Conversion Rates with Intelligent GTM Orchestration

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Video Load Balancing Accounts
Load Balancing Accounts

You want to "top off" your Account managers with fresh Accounts as they finish working their current Accounts, but you don't want any individual Account Owner to have more than a certain threshold.

Video Grouping Related Leads with No Account Match
Grouping Related Leads with No Account Match

Here is a way to aggregate them together so that you can regularly review them to decide whether you would like to create an Account for them.

Video Self-Service Audit Logs
Self-Service Audit Logs

Always answering questions about why records were routed the way they were? Give your Users a direct link to the audit logs to investigate on their own.

Video Continuing Routing After a Merge
Continuing Routing After a Merge

Learn how to initiate routing on merged records to continue routing after a merge from LeanData Head of Training, Kevin Au.

Video Aligning Contacts with Account Owner
Aligning Contacts with Account Owner

As reps come and go and contacts and Accounts get shuffled around, find out how you can create a process for aligning contacts with account owner in Salesforce.

Video Assigning Contact Roles
Assigning Contact Roles

Learn how to associate Contacts to Opportunities in either Contact Router or Opportunity Router.

Video Handling Enrichment
Handling Enrichment

There are many enrichment vendors out there. Learn how you can accommodate any enrichment software that works with Salesforce, even without a direct LeanData integration.

Video Reassigning Inactive-Owned Records
Reassigning Inactive-Owned Records

Learn how to regularly go about reassigning inactive-owned records to active reps, without having to run manual batches.

Video Stamping Duplicate Accounts
Stamping Duplicate Accounts

Have Duplicate Accounts in your system? Learn how to use LeanData Duplicate Account matching to identify and flag duplicates.

Video User-Initiated Routing
User-Initiated Routing

Ever want to give your reps the ability to send a record through a router graph without needing admin privileges? This video will show you how to set up user-initiated routing.