How Brandwatch Doubled Conversion Rates with Intelligent GTM Orchestration
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All the authoritative go-to-market content you need to maximize the effectiveness and efficiency of your revenue teams
Customer Story
Video
LeanData Lead-to-Account Matching Video
Learn how LeanData looks beyond just email/domain based matching and analyzes multiple data points to ensure the highest-fidelity account match.
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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.
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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.
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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.
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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.
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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.
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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.
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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.
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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.
Customer Story
Everbridge Enhances Lead Management and Improves Buying Experience
Everbridge was experiencing multiple inefficiencies in their lead management process. They recognized the importance of one platform that could support the company’s complex needs and implemented LeanData.
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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.