The Authoritative Guide to Buying Groups
LEARN MORE
Resource Center
All the authoritative go-to-market content you need to maximize the effectiveness and efficiency of your revenue teams
eBook
Webinar
WINNING BIG IN 2023: Consolidate Your Tech Stack – or Fail
In this webinar, Molly Young at Remote and Vishnu Premsankar at LeanData will walk through steps to simplify revenue processes and bring multiple tools under one roof
eBook
Getting Started With LeanData: An Implementation Guide
In deploying LeanData's industry-leading solutions, there are a variety of ways of getting started, each with the LeanData "white glove" treatment. Learn more about your deployment options.
Customer Story
UserGems Implements LeanData and Integrations to Drive ABX Strategy
UserGems saves 10 to 20 hours a week that was formerly spent troubleshooting routing issues, writing custom Apex code or creating their own solution with standard Salesforce functionality.
Video
Introducing LeanData BookIt
Please allow us to introduce you to the disruptor in the automated business meeting scheduling category, LeanData BookIt. Unlike old-school...
Customer Story
F5 Improves Customer Experience and Speed to Lead with LeanData Automation
With LeanData, speed to lead and accountability are now built into the lead management process for F5 allowing them to improve the customer experience.
eBook
The State of B2B Lead Management 2022 ebook
Find out what we learned from 1,700+ B2B Sales, Marketing & Operations professionals on how they're managing their leads for success...and their greatest challenges.
Video
Skip LeanData Routing on Bulk Uploads
When uploading a list, you may want to skip LeanData routing. Here is a way to exclude records from routing without affecting other records.
Video
Looking for a Value in a Multi-Select Picklist
Here are two ways you can set up your nodes to look for a one out of several options in a multi-select picklist.
Video
Triggering Routing on Directional Changes
Explore a way you can compare a field's new value with its prior value in determining when to trigger routing.
Video
Continuing Routing after Conversion
Learn how to continue routing after Lead Router converts a Lead into a Contact in this Tips & Tricks video from LeanData.
Video
Track Fields with Routing Metrics Mapping
Tracking the history of certain fields is incredibly useful for troubleshooting, but there are limits to how many fields you can track in Salesforce. Here is how to set up Routing Metrics Mapping to track fields in your LeanData Logs.