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All the authoritative go-to-market content you need to maximize the effectiveness and efficiency of your revenue teams
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Solution Brief
LeanData for Financial Services: Unlock Exceptional Customer Experiences
Find out how LeanData helps financial services centralize data, automate compliance, streamline operations, and boost customer loyalty.
eBook
The Ultimate Guide to LeanData
Unlock LeanData’s full potential including advanced routing, data hygiene, Buying Groups, and more to drive efficiency, accelerate revenue, and elevate your GTM strategy.
eBook
From DIY to Purpose-Built: Choosing the Right GTM Execution Solution
Struggling with DIY lead management in Salesforce? Discover the pros, cons, and smarter path to a scalable GTM execution solution in this essential guide for growth-minded teams.
Video
Initiate Routing from Related Activity Updates
Here's how to trigger routing when existing related tasks are updated, allowing you to automate cross object assignments and field updates.
Video
Hold Until Working Hours
Using LeanData's Hold Until node with working hours, you can automatically hold record assignments until the intended recipient's working hours begin.
Webinar
Best Practices for Scale and Efficiency in RevOps
Is your revenue team struggling with lead routing inefficiencies, data fragmentation, or slow response times? This webinar features three RevOps executives who shared proven strategies to overcome these challenges and build more predictable revenue streams.
Infographic
4 Ways Revenue Teams WIN with LeanData
Learn how actual revenue teams use LeanData to streamline operations, improve lead response time, and drive pipeline growth.
Webinar
LeanData Customer Spotlight: Rebuy Engine
Watch this on-demand webinar to learn how Rebuy is using LeanData to power seamless onboarding, customer success management, and expansion opportunities—ensuring no customer slips through the cracks.
Video
Automatically Reassigning Old or Expired Records
Here is an efficient solution for regularly cleaning up record ownership and ensuring your team focuses only on what will produce the most results.
Video
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.
Video
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.
Video
Managing Long Filter Lists
Learn how to simplify the management of long exclusion lists in LeanData by leveraging data table routing functionality.