5 Reasons Ops Teams Upgrade from Salesforce Flows to LeanData
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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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eBook
The Ultimate BookIt Deep Dive
Hear directly from LeanData customers using BookIt, LeanData's automated scheduling solution.
eBook
Delivering Exceptional Customer Experiences with LeanData
Understand how LeanData helps businesses streamline operations, automate processes, and respond faster, creating loyal customers who spend more.
Interactive Tour
BookIt Suite: Interactive Tour
Scheduling meetings with buyers doesn’t have to be a hassle. Automate the process from start to finish: instantly qualify and book meetings through webforms or chatbots, ensure smooth handoffs between team members, and set up custom scheduling rules—no coding needed
Video
Turn Buyer Signals into Buying Decisions
Our Enterprise Customer Success Manager, Christina Bianchi, recently sat down with RevGenius to share how LeanData empowers sales and marketing teams to align seamlessly with their customers' journey.
Interactive Tour
Improve Post Sale Experiences: Interactive Tour
Streamline customer onboarding, support, and renewal workflows to increase customer satisfaction, revenue attainment, and growth.
Solution Brief
LeanData for Post Sales Use Cases
Learn how to streamline customer events like onboarding, help tickets, and renewals with LeanData.
Video
Selling the Way Business Buys: Introducing Buying Groups
Learn how to increase win rates while decreasing sales velocity with the new B2B marketing model known as a Buying Groups motion.
Video
Automatically Remove Users Who Miss SLAs from Pools
Learn how to automatically add and remove users from round robin pools as well as update user records in LeanData.
Video
Add an Incremental Counter Field to your Records
Learn how to set up a Data Table to increment a counter field every time a record passes through a routing graph.
Interactive Tour
Account-Based Strategies: Interactive Tour
Make the most out of your 6sense intent data by automating your account-based motions from intent to action with LeanData.
Interactive Tour
Speed to Lead: Interactive Tour
Understand how to drive speed to lead by instantly connecting interested buyers with the right representative based on your unique business logic.
eBook
CMO’s Guide to Pipeline Ownership
Learn how CMOs can fix misaligned marketing and sales processes to boost pipeline quality, increase revenue, and foster better collaboration.