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Five Reasons Ops Teams Upgrade from Salesforce Flows to LeanData
Salesforce

5 Reasons Ops Teams Upgrade from Salesforce Flows to LeanData

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Customer Story NextRoll Scales and Adapts Their Global GTM Strategy Using LeanData
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.

Video A-B Testing in LeanData
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.

Video Using 6sense With LeanData
Using 6sense With LeanData

Learn how to combine 6sense intent data with LeanData automation to create processes for assigning and reassigning Accounts.

Video Referencing Alternate Working Hours with Queues
Referencing Alternate Working Hours with Queues

Here's how you can use SFDC queues to incorporate alternate working hours into your routing graph.

Video Preserving Specific Values when Merging
Preserving Specific Values when Merging

Learn best practices when merging duplicate records in your LeanData FlowBuilder graph from LeanData Head of Training, Kevin Au.

Video [Workshop] Orchestrating the Right Response at the Right Time
[Workshop] Orchestrating the Right Response at the Right Time

How to drive faster time to close through speed to response optimization.

Video [Workshop] Customer For Life Orchestration
[Workshop] Customer For Life Orchestration

How to operationalize customer onboarding, protection and growth.

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.

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.

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.