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
Ready to ditch the Lead-object and run a Contact-Only model? Learn how it's done with LeanData.
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Learn how to prioritize urgent records in your CRM by offloading less time-sensitive records to a recurring routing job. This ensures that urgent records are processed quickly, while less critical records are still assigned.
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.
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.
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.
Use this checklist to determine if your company is ready for a buying group motion based in Opportunities.
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.
Dive into Buying Groups with perspectives and advice from marketing leaders blazing a trail in this powerful go-to-market motion.
The LeanData for Events Ops Playbook is designed to give you a guide to using LeanData to support events of...
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.
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.
LeanData's Graph Optimization toolkit lays out practical recommendations for building, maintaining, and collaborating on a best-in-class graph.
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.
