Video
In this on-demand session, we delve into the world of territory planning, transforming it from a daunting forest into a familiar campsite. You will learn to recognize the natural patterns of account distribution, adapt to shifting market landscapes, and guide your reps in navigating their own territories with confidence.
Video
Sometimes you need to use different matches for different purposes. LeanData's Object Variables will allow you to store different matches in different Variables and reference them whenever you need.
Customer Story
Everbridge was experiencing multiple inefficiencies in their lead management process. They recognized the importance of one platform that could support the company’s complex needs and implemented LeanData.
Video
Do you ever need to update a different record than the one you are routing, such as a Matched Account, or a Related Activity? We walk through how you can do so using LeanData's Update Record Node.
Customer Story
Saviynt uses LeanData to automatically and accurately match leads to existing accounts and to enable custom routing rules and facilitate speedy delivery of leads to the right reps at the right time, increasing efficiencies and response time.
Customer Story
6sense increased pipeline by 60% by using LeanData Matching and Routing, enabling them to work more opportunities and increase their odds of winning.
Customer Story
NextRoll routes thousands of leads per month with a great amount of flexibility, enabling them to be adaptive, quickly adjusting and executing their go-to-market strategies.
Customer Story
Learn how Trifacta improved lead response time and increased opportunity creation using LeanData.
Customer Story
BrightTALK uses LeanData to align their data, rapidly respond to leads, and easily share their data across a global organization. See why they say the benefits are endless.
Customer Story
Hear how Xactly accelerates Sales follow-ups by using LeanData, improving the efficiency of their Sales teams and starting each day off right with Matching and Lead Routing.
Video
Learn creative ways to test out different processes in your LeanData routing graph from LeanData's Head of Training, Kevin Au.
Video
Learn how to combine 6sense intent data with LeanData automation to create processes for assigning and reassigning Accounts.