Resource Center

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

Solution Brief LeanData & Outreach Integration
LeanData & Outreach Integration

Increase speed to lead by automatically engaging your prospects with LeanData's integration with Outreach. Download the data sheet to find out more now!

Video Load Balancing Accounts
Load Balancing Accounts

You want to "top off" your Account managers with fresh Accounts as they finish working their current Accounts, but you don't want any individual Account Owner to have more than a certain threshold.

Video Grouping Related Leads with No Account Match
Grouping Related Leads with No Account Match

Here is a way to aggregate them together so that you can regularly review them to decide whether you would like to create an Account for them.

Solution Brief LeanData & Microsoft Teams Integration
LeanData & Microsoft Teams Integration

Learn how LeanData’s seamless integration with Microsoft Teams provides the ability to automate instant notifications that rapidly alert revenue team members any time a record is assigned to them.

Solution Brief LeanData & 6sense Integration
LeanData & 6sense Integration

LeanData's integration of 6sense allows revenue teams to eliminate guesswork and expertly target, engage and convert high-value buyers from targeted accounts at the optimal time for the prospect.

Infographic 8 Steps to Create & Execute a Winning Sales Territory Plan
8 Steps to Create & Execute a Winning Sales Territory Plan

Successful sales territory management begins with effective sales territory planning. Use this easy-to-follow infographic from LeanData to create & execute upon your own winning sales territory plan.

Video Self-Service Audit Logs
Self-Service Audit Logs

Always answering questions about why records were routed the way they were? Give your Users a direct link to the audit logs to investigate on their own.

Video Continuing Routing After a Merge
Continuing Routing After a Merge

Learn how to initiate routing on merged records to continue routing after a merge from LeanData Head of Training, Kevin Au.

Infographic How Ops View the State of Lead Management 2022
How Ops View the State of Lead Management 2022

Is your Ops team aligned with other functions on your revenue team? Use this infographic to facilitate conversation among your 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 create a process for aligning contacts with account owner in Salesforce.

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.