5 Reasons Ops Teams Upgrade from Salesforce Flows to LeanData
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Resource Center
All the authoritative go-to-market content you need to maximize the effectiveness and efficiency of your revenue teams
Salesforce
Video
Reporting on Specific Graph Branches
Here is a way to report on specific graph branches, such as determining how many records passed through a certain point.
Video
Manage Volume with Recurring Routing Jobs
When you manage volume with recurring routing jobs in LeanData, you leave room to prioritize more time-sensitive routing first
Webinar
REPORT INSIGHTS: Cracking the Code of GTM Efficiency in 2024
Learn how hundreds of B2B go-to-market leaders are shifting to opportunity-based selling, overcoming revenue process breakdowns, and using AI to streamline SDR functions.
Video
Get Started Quickly by Using Routing Templates
Setting up your graph? Get started quickly by using Routing Templates in LeanData to solve for some common routing use cases.
Video
Referencing a Prior Value in Routing
Need a way to remember and reference what a value was before LeanData updated it? Learn how to reference pre-routing values in notifications.
Webinar
What’s New With LeanData: Product Edition | May 2024
Watch as the LeanData Product team walks through the latest updates to the Revenue Orchestration Platform and BookIt in What's New With LeanData: Product Edition
Solution Brief
Is Your Organization Ready for a Buying Group Motion?
Use this checklist to determine if your company is ready for a buying group motion based in Opportunities.
Buying Groups Readiness Assessment
Is your revenue team ready for Opportunity-centric motion based in Buying Groups? Use this assessment to gauge your organization’s readiness and value potential.
Webinar
The Business Case for Buying Groups
Dive into Buying Groups with perspectives and advice from marketing leaders blazing a trail in this powerful go-to-market motion.
eBook
LeanData for Events: The Ops Playbook
Using LeanData to create repeatable, revenue-driving ops processes to support events of every kind.
Video
Setting Up a Data Table for Routing
Do you have a visually cluttered graph? Learn how to set up a Data Table in LeanData to consolidate decisions and actions into a single node.
Video
Referencing Entry Edges for Routing
LeanData Head of Training Kevin Au teaches you how to store the entry edge of a record so that you can use it in a later routing decision.