Resource Center
Mist Eliminates 200+ Workflow Rules and Increases Time to Action with LeanData
By eliminating manual routing and territory tagging, Mist saves its sales ops team at least four works per week and decreases routing inaccuracy by 25%.
Revenue-Driven Sales Territory Planning & Management
Sales territory planning and sales territory management are foundational pillars of every successful Sales team. Learn the keys to sales territory management to keep your revenue team on track.
LeanData & Cloudingo Integration
Together, LeanData & Cloudingo puts you in control of customer data and how it is actioned across your revenue team, eliminating inaccurate records and duplicate data that prevents scalable growth.
How to Book More Meetings in 2023 with BookIt
Watch our on-demand BookIt customer roundtable with LeanData Senior Product Manager, Vishnu Premsankar, and a panel of BookIt users from Alation and Remote.
Moving from Speed-to-Lead to Speed-to-Context
Discover best practices for lead enrichment, lead-to-account matching, deduplication, routing, and automatic addition to a cadences.
Automated Scheduling Software Buying Guide & Checklist
Automated scheduling software allows individuals and groups of users to determine the best time to schedule a meeting together. Use this buyer's guide to pick the best solution for your needs.
A-B Testing in LeanData
Learn creative ways to test out different processes in your LeanData routing graph from LeanData's Head of Training, Kevin Au.
Using 6sense With LeanData
Learn how to combine 6sense intent data with LeanData automation to create processes for assigning and reassigning Accounts.
Referencing Alternate Working Hours with Queues
Here's how you can use SFDC queues to incorporate alternate working hours into your routing graph.
Preserving Specific Values when Merging
Learn best practices when merging duplicate records in your LeanData FlowBuilder graph from LeanData Head of Training, Kevin Au.
[Workshop] Orchestrating the Right Response at the Right Time
How to drive faster time to close through speed to response optimization.
[Workshop] Customer For Life Orchestration
How to operationalize customer onboarding, protection and growth.



