Q&A with Amar Doshi: LeanData’s New Chief Product Officer
LEARN MORE
Resource Center
All the authoritative go-to-market content you need to maximize the effectiveness and efficiency of your revenue teams
AI
Video
Leverage Your Brand with BookIt’s Customizable Applications
BookIt, LeanData’s business scheduling software solution, is completely customizable to suit the needs of your brand while impacting your customers’...
eBook
Lead Management — A Definitive Guide to Extracting Value From Every Lead
Customers have adopted digital-first buying journeys, and companies need to re-examine and evolve their go-to-market strategies and processes to keep pace with ever-changing customer needs.
Video
What is OpsStars?
What is OpsStars? OpsStars includes, of course, the annual OpsStars Conference & Awards, of which the seventh annual conference will...
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.