The Authoritative Guide to Buying Groups
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Resource Center
All the authoritative go-to-market content you need to maximize the effectiveness and efficiency of your revenue teams
eBook
Webinar
Converting Buyer Signals into Revenue
In this roundtable-style webinar, we bring together members of 6sense, LeanData, and Outreach to discuss how to uplevel your account-based motions.
eBook
Build vs. Buy for Lead Management: What’s Best for Your Tech Stack?
Build versus buy is a dilemma for revenue teams and IT as they build a tech stack to empower their GTM motions. Discover the key decision points to evaluate to make the best tech stack decisions.
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.
Video
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.
Video
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.
Video
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.
Video
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.
Video
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.
Customer Story
Global Workforce Management Leader Powers Revenue Process Transformation with LeanData
As Remote migrated from Hubspot to Salesforce, Molly Young knew that LeanData would be critical to execute their evolving go-to-market strategies.
Video
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
Expedient Decreases Inbound Response Time From Days to Less Than 24 Hours
Expedient not only needed a more efficient system to handle buyer signals and incoming leads but also a solution that would integrate platforms within their tech stack. LeanData now serves as the quarterback to the whole process.