LeanData’s integration with Salesloft allows a user to route prospects to the right reps.
Slack has transformed business communication– it’s the platform where work can happen.
Expertly target and engage high-value accounts when they’re ready to buy.
LeanData’s integration with Outreach allows a user to route prospects to the right reps.
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Understand how LeanData helps businesses streamline operations, automate processes, and respond faster, creating loyal customers who spend more.
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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.
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.
Learn how to initiate routing on merged records to continue routing after a merge from LeanData Head of Training, Kevin Au.
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.
Learn how to associate Contacts to Opportunities in either Contact Router or Opportunity Router.
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.
Learn how to regularly go about reassigning inactive-owned records to active reps, without having to run manual batches.
Have Duplicate Accounts in your system? Learn how to use LeanData Duplicate Account matching to identify and flag duplicates.
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 to set up user-initiated routing.
How to marry experience, data, and technology to meet the needs of “the new digital customer."
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.
Join in to hear insights on how to grow and scale teams, motivate and inspire people, and what lies ahead.
