Resource Center

Allowing Manual Overrides Before Merging Duplicates
Learn how to set up a workflow that allows record owners to review and override automatic merges before they happen.
2025 GTM Trends: What the Best-in-Class Are Doing Differently
2025 GTM strategies - same old playbook? Doubt it. The best are already evolving. AI is no longer just a buzzword, MQLs are fading, and new success metrics are taking over. So, what should you measure? And how do you align your teams for real growth? We’ve got the insights.
Managing Long Filter Lists
Learn how to simplify the management of long exclusion lists in LeanData by leveraging data table routing functionality.
2025 ABM Playbook: 5 Tactics to Stay Ahead
Stay ahead in ABM with the 2025 Playbook. Learn 5 practical tactics to personalize outreach, improve lead response times, and drive pipeline growth. Watch the on-demand webinar and make your strategy more effective.
Force Matches to Specific Accounts
Learn how to handle special matching scenarios in LeanData by using variables and data tables to force matches to specific subsets of accounts
Adding Edges for Routing Prioritization
Discover how to prioritize urgent records in LeanData by adjusting entry edges in your routing graph.
Turn Buyer Signals into Buying Decisions
Our Enterprise Customer Success Manager, Christina Bianchi, recently sat down with RevGenius to share how LeanData empowers sales and marketing teams to align seamlessly with their customers' journey.
Selling the Way Business Buys: Introducing Buying Groups
Learn how to increase win rates while decreasing sales velocity with the new B2B marketing model known as a Buying Groups motion.
Automatically Remove Users Who Miss SLAs from Pools
Learn how to automatically add and remove users from round robin pools as well as update user records in LeanData.
Add an Incremental Counter Field to your Records
Learn how to set up a Data Table to increment a counter field every time a record passes through a routing graph.
Buying Groups with Forrester’s Terry Flaherty: From Strategy to Business Case
Discover how to transform your GTM strategy with Buying Groups. Terry Flaherty from Forrester shares how to align your revenue process with the buying process for maximum impact.
Sales AI Deep Dive: The Latest AI Vendors, Capabilities, and Trends Impacting Pipeline Generation
Explore the latest Sales AI tools and trends reshaping pipeline generation with insights from Sapphire Ventures’ Demi Obayomi and LaunchDarkly’s Karan Singh.