Resource Center

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

Video Aligning Contacts with Account Owner
Aligning Contacts with Account Owner

As reps come and go and contacts and Accounts get shuffled around, find out how you can keep your Contact Owners aligned with the Account Owner.

Video Assigning Contact Roles
Assigning Contact Roles

Learn how to associate Contacts to Opportunities in either Contact Router or Opportunity Router.

Video Handling Enrichment
Handling Enrichment

There are many enrichment vendors out there. Learn how you can accommodate any enrichment software that works with Salesforce, even without a direct LeanData integration.

Video Reassigning Inactive-Owned Records
Reassigning Inactive-Owned Records

As you deactivate Users in Salesforce, you will start to have records owned by these Inactive Users. Learn how to regularly re-assign records to active reps, without having to run manual batches.

Video Stamping Duplicate Accounts
Stamping Duplicate Accounts

Have Duplicate Accounts in your system? Learn how to use LeanData Duplicate Account matching to identify and flag duplicates.

Video User-Initiated Routing
User-Initiated Routing

Ever want to give your reps the ability to send a record through a router graph without needing admin privileges? This video will show you how.

Video Going Digital: A Digitization of GTM models in a New, Virtual Age
Going Digital: A Digitization of GTM models in a New, Virtual Age

How to marry experience, data, and technology to meet the needs of “the new digital customer."

Video Is Your Marketing Ops Org Ready for What’s Next?
Is Your Marketing Ops Org Ready for What’s Next?

Join Kimberly Galitz, 2020 OpsStar of the Year and 2x Marketo Champion as she shares her foundational approach to setting Marketing Operations up for success.

Video How to Build a World-Class RevOps Team
How to Build a World-Class RevOps Team

Join in to hear insights on how to grow and scale teams, motivate and inspire people, and what lies ahead.

Video State of the Sales Tech Stack
State of the Sales Tech Stack

Join LeanData's Don Otvos and Matt Bertuzzi deep-dive into The Bridge Group's SDR & AE research with a focus on the technology adoption lifecycle for revenge generating teams.

Video CLOSING SESSION – Defining the Modern Revenue Engine: How to Build a Better B2B Buying Experience
CLOSING SESSION – Defining the Modern Revenue Engine: How to Build a Better B2B Buying Experience

Despite massive investment in sales and marketing technology, the current B2B buying experience is still disjointed, inefficient, and painful. Is there a better way to leverage the modern revenue engi

Video 2021 OPENING KEYNOTE – Electricity and Flow: The Future of Customer Experience
2021 OPENING KEYNOTE – Electricity and Flow: The Future of Customer Experience

In his opening keynote at OpsStars 2021, Afshar describes the importance of AI – business electricity for the new normal – and how it can be leveraged to deliver a better stakeholder experience using the modern principles of flow design.