Resource Center
How Lattice Instantly Passes Buyers to the Right Rep
Learn how SDRs at Lattice use BookIt Handoff to instantly book next steps meetings with AEs from the Contact page in Salesforce.
Hillary’s Story: Why LeanData Is a de Facto Standard
Hillary Lamb, Senior Salesforce Business Analyst, has been an avid user for many years, implementing LeanData at 3 different companies. She describes how at each company, regardless of the go-to-market strategy, LeanData has been a de facto standard.
How Qualified’s RevOps Team Saves 150 Hours per Year With LeanData
Learn how Qualified uses LeanData to automate processes around event list loads and lead routing, saving 150 hours per year.
Modern Revenue Orchestration with LeanData
In less than 5 minutes, learn how LeanData seamlessly integrates data and context within your tech stack so you never lose track of a lead, opportunity, or account.
Why Lattice Switched from Chili Piper to BookIt
Learn how Lattice not only uses LeanData to manage their buyer journey from end-to-end, but to also create a powerful buyer journey using a single platform.
How LeanData Acts as the Foundation of Spekit’s Integrated Tech Stack
Laura Wheeler, VP of RevOps and Enablement at Spekit uses LeanData to ensure that leads being routed to the sales team are equitable and creating equal opportunities across the team.
How Channel99 Made LeanData the Backbone of Their CRM
Nani, a three-time customer of LeanData and current CMO at Channel99, calls LeanData a foundational element in any marketing or sales tech stack.
Snowflake Scales Account Based Plays with LeanData Revenue Orchestration
Snowflake leverages LeanData Revenue Orchestration to optimize account-based plays, streamline lead routing, and automation.
DocuSign Keeps Vital Businesses Moving Forward with High-Velocity Lead Response Strategy
Learn how DocuSign built a scalable, flexible, and high-velocity lead response engine with LeanData to power rapid incoming requests.
BookIt Links Solution Brief
Streamline scheduling across the buyer journey. BookIt Links enables you to streamline the scheduling and booking process by swiftly booking meetings with customized scheduling links.
The Four Ps of Revenue Protection: A Revenue Playbook for Ops Pros
Learn four revenue protection strategies from the RevOps experts at LeanData.
Getting Started With BookIt: An Implementation Guide
This short guide will walk you through the steps to get you up and running with LeanData BookIt suite of automated scheduling tools.



