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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
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.
Infographic
How Ops View the State of Lead Management 2022
Is your Ops team aligned with other functions on your revenue team? Use this infographic to facilitate conversation among your teams.
Solution Brief
BookIt — Automated Scheduling by LeanData
Use BookIt, LeanData's automated scheduling software, to empower your prospects to immediately book meetings with the best reps for their needs, all on their own terms.
Video
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
Learn how to associate Contacts to Opportunities in either Contact Router or Opportunity Router.
Video
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
Learn how to regularly go about reassigning inactive-owned records to active reps, without having to run manual batches.
Video
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
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.
Solution Brief
LeanData & Salesforce Sales Engagement Integration
LeanData Routing’s seamless integration with Salesforce Sales Engagement empowers the automated distribution of leads and contacts to sales cadences for the most relevant outreach.
Webinar
Turning Buyer Signals into Buying Decisions
B2B selling looks nothing like the past. The rise of digital, the explosion of buyer signals and the shift to buyer-directed sales have forged a new set of B2B selling truths. Learn how B2B growth win
Infographic
4Ps of Revenue Protection Infographic
When economic conditions take a downward trend, RevOps must invest in a revenue protection strategy. Master the 4Ps of revenue protection.