Resource Center

All the authoritative go-to-market content you need to maximize the effectiveness and efficiency of your revenue teams

Webinar REPORT INSIGHTS: Cracking the Code of GTM Efficiency in 2024
REPORT INSIGHTS: Cracking the Code of GTM Efficiency in 2024

Learn how hundreds of B2B go-to-market leaders are shifting to opportunity-based selling, overcoming revenue process breakdowns, and using AI to streamline SDR functions.

Video Get Started Quickly by Using Routing Templates
Get Started Quickly by Using Routing Templates

Getting started with LeanData routing is easy whether you already know what you want or you are looking for some ideas. LeanData’s provided routing templates are a great way to get started quickly.

Video Referencing a Prior Value in Routing
Referencing a Prior Value in Routing

LeanData is great for updating records, but what if you need a way to remember and reference what a value was before LeanData updated it? Here is a way to reference pre-routing values in notifications.

Solution Brief Is Your Organization Ready for a Buying Group Motion?
Is Your Organization Ready for a Buying Group Motion?

Use this checklist to determine if your company is ready for a buying group motion based in Opportunities.

Buying Groups Readiness Assessment

Is your revenue team ready for Opportunity-centric motion based in Buying Groups? Use this assessment to gauge your organization’s readiness and value potential.

Webinar The Business Case for Buying Groups
The Business Case for Buying Groups

Dive into Buying Groups with perspectives and advice from marketing leaders blazing a trail in this powerful go-to-market motion.

eBook LeanData for Events: The Ops Playbook
LeanData for Events: The Ops Playbook

The LeanData for Events Ops Playbook is designed to give you a guide to using LeanData to support events of...

Video Setting Up a Data Table for Routing
Setting Up a Data Table for Routing

If your organization uses many complex criteria for routing, you may end up with a visually cluttered graph. Here’s how to set up a Data Table in LeanData to consolidate many different decisions and actions into a single node.

Video Referencing Entry Edges for Routing
Referencing Entry Edges for Routing

At some point in your routing graphs, you may need to reference the specific entry edge through which a record entered the graph. Here is one way that you can store the entry edge of a record so that you can use it in a later routing decision.

eBook Graph Optimization Toolkit
Graph Optimization Toolkit

LeanData's Graph Optimization toolkit lays out practical recommendations for building, maintaining, and collaborating on a best-in-class graph.

Customer Story Bitrise Revs Up Lead Routing and Meeting Scheduling with LeanData
Bitrise Revs Up Lead Routing and Meeting Scheduling with LeanData

A geographically dispersed operations team at Bitrise struggled to manage lead routing and scheduling in two different platforms. LeanData's user-friendly interface and centralized platform offered a clear solution.

Customer Story Rebuy Scales Revenue Operations with the LeanData Platform
Rebuy Scales Revenue Operations with the LeanData Platform

With LeanData, Rebuy has transformed cumbersome manual processes into streamlined efficiencies. With the adoption of LeanData, Rebuy is not merely growing, it's making operational efficiency a catalyst for its success.