Customer Story

BrightTALK Rapidly Responds to Leads and Measures Success with LeanData

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BrightTALK, a content and demand platform, manages leads and contacts across a global organization, helping marketers use webinars and videos to reach a B2B audience. Aligning their sales and marketing data and immediately notifying the sales team about their new leads and contacts is vital to their team.

BrightTALK uses LeanData to automate the process of getting the right leads, to the right reps, at the right time using lead-to-account matching, and then routing various objects such as leads, contacts, and accounts to SDRs and AEs. Alerts are sent via email and Slack to ensure the team follows up and time-based nodes help to enforce SLAs.

Tags
  • Customer Story
  • Lead Management
  • Lead Routing
  • Lead-to-Account Matching
  • Marketing
  • Operations
  • Revenue Orchestration
  • Sales

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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.

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  • Automate the end-to-end revenue process
  • Facilitate and accelerate your company's growth
  • Gain better visibility and control over your process
  • Gain better visibility and control over your process