Summary
Events introduce a host of operational complexities. Between shipping swag,
loading lists, and managing form submissions, RevOps professionals are at the
center, ensuring GTM teams have what they need for a successful event.
LeanData provides the tools to manage these complexities with greater efficiency.
Not every event variable can be controlled, but you can at least ensure your RevOps
team is running like a well-oiled machine. By combining LeanData’s Orchestration
and BookIt products, you can design and execute repeatable, revenue-driving
processes to support any event.
What You’ll Learn
- How to analyze event lists against existing CRM records to prevent duplicates
- Methods for scheduling high value meetings before and during live events
- Strategies for automating lead assignment and follow up alerts for reps
- Techniques to simplify complex routing logic using scalable data tables
- Ways to balance automated sequences with personalized human touchpoints
Want more? Check out of Graph Optimization Toolkit, or browse the Resource Center for more guides like this LeanData Events Playbook.
You can also check out our Help Center to get all your questions answered or receive technical support.
