LeanData’s integration with Salesloft allows a user to route prospects to the right reps.
Slack has transformed business communication– it’s the platform where work can happen.
Expertly target and engage high-value accounts when they’re ready to buy.
LeanData’s integration with Outreach allows a user to route prospects to the right reps.
All the authoritative go-to-market content you need to maximize the effectiveness and efficiency of your revenue teams
Struggling with DIY lead management in Salesforce? Discover the pros, cons, and smarter path to a scalable GTM execution solution in this essential guide for growth-minded teams.
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When deals need quick approvals for discounts or quotes, manual processes can create bottlenecks. Using LeanData's Any Object Routing with NotifyPlus Slack Integration, you can automate the routing of quote approvals directly through Slack.
Unlock LeanData’s full potential including advanced routing, data hygiene, Buying Groups, and more to drive efficiency, accelerate revenue, and elevate your GTM strategy.
Here's how to trigger routing when existing related tasks are updated, allowing you to automate cross object assignments and field updates.
Using LeanData's Hold Until node with working hours, you can automatically hold record assignments until the intended recipient's working hours begin.
Here is an efficient solution for regularly cleaning up record ownership and ensuring your team focuses only on what will produce the most results.
Learn how to set up a workflow that allows record owners to review and override automatic merges before they happen.
Learn how to simplify the management of long exclusion lists in LeanData by leveraging data table routing functionality.
Learn how to handle special matching scenarios in LeanData by using variables and data tables to force matches to specific subsets of accounts
Discover how to prioritize urgent records in LeanData by adjusting entry edges in your routing graph.
Learn how to automatically add and remove users from round robin pools as well as update user records in LeanData.
Learn how to set up a Data Table to increment a counter field every time a record passes through a routing graph.
Learn how to prevent unnecessary notifications when there are no net ownership changes during record assignment.
