Resource Center
Plotting the Course: Navigating Successful Territory Planning In The Rough Terrain of 2023
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.
Referencing Different Matches with Variables
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.
Updating Related Records
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.
Saviynt Sees 53% Increase in Lead-to-Account Matches, Saving 5 Hours Per Week with LeanData
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.
6sense Increases Pipeline by 60% Using LeanData
6sense increased pipeline by 60% by using LeanData Matching and Routing, enabling them to work more opportunities and increase their odds of winning.
NextRoll Scales and Adapts Their Global GTM Strategy Using LeanData
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.
A-B Testing in LeanData
Learn creative ways to test out different processes in your LeanData routing graph from LeanData's Head of Training, Kevin Au.
Using 6sense With LeanData
Learn how to combine 6sense intent data with LeanData automation to create processes for assigning and reassigning Accounts.
Referencing Alternate Working Hours with Queues
Here's how you can use SFDC queues to incorporate alternate working hours into your routing graph.
Preserving Specific Values when Merging
Learn best practices when merging duplicate records in your LeanData FlowBuilder graph from LeanData Head of Training, Kevin Au.
[Workshop] Orchestrating the Right Response at the Right Time
How to drive faster time to close through speed to response optimization.
[Workshop] Customer For Life Orchestration
How to operationalize customer onboarding, protection and growth.



