The Authoritative Guide to Buying Groups
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All the authoritative go-to-market content you need to maximize the effectiveness and efficiency of your revenue teams
eBook
Video
Grouping Related Leads with No Account Match
Here is a way to aggregate them together so that you can regularly review them to decide whether you would like to create an Account for them.
Solution Brief
LeanData & Microsoft Teams Integration
Learn how LeanData’s seamless integration with Microsoft Teams provides the ability to automate instant notifications that rapidly alert revenue team members any time a record is assigned to them.
Solution Brief
LeanData & 6sense Integration
LeanData's integration of 6sense allows revenue teams to eliminate guesswork and expertly target, engage and convert high-value buyers from targeted accounts at the optimal time for the prospect.
Infographic
8 Steps to Create & Execute a Winning Sales Territory Plan
Successful sales territory management begins with effective sales territory planning. Use this easy-to-follow infographic from LeanData to create & execute upon your own winning sales territory plan.
Video
Self-Service Audit Logs
Always answering questions about why records were routed the way they were? Give your Users a direct link to the audit logs to investigate on their own.
Video
Continuing Routing After a Merge
Learn how to initiate routing on merged records to continue routing after a merge from LeanData Head of Training, Kevin Au.
Infographic
How Ops View the State of Lead Management 2022
Is your Ops team aligned with other functions on your revenue team? Use this infographic to facilitate conversation among your teams.
Video
Aligning Contacts with Account Owner
As reps come and go and contacts and Accounts get shuffled around, find out how you can create a process for aligning contacts with account owner in Salesforce.
Video
Assigning Contact Roles
Learn how to associate Contacts to Opportunities in either Contact Router or Opportunity Router.
Video
Handling Enrichment
There are many enrichment vendors out there. Learn how you can accommodate any enrichment software that works with Salesforce, even without a direct LeanData integration.
Video
Reassigning Inactive-Owned Records
Learn how to regularly go about reassigning inactive-owned records to active reps, without having to run manual batches.
Video
Stamping Duplicate Accounts
Have Duplicate Accounts in your system? Learn how to use LeanData Duplicate Account matching to identify and flag duplicates.