Resource Center

Selective Overwriting When Merging
When merging duplicates in LeanData sometimes you only want certain fields overwritten. Here is a way that you can selectively choose which fields you want to be overwritten on a merged record.
Cross Object Operations in Router
When using LeanData Router, you can begin your process on one object, then continue it on a different object. You just need to know how to identify the other object record and properly trigger it for routing purposes.
Update Pools with Conditional Membership
Keeping Round Robin pools up to date with the latest members does not have to rely on someone remembering which Users to add.
How Maxio’s RevOps Team Used LeanData to Stay Nimble As They Merged Two Companies
Maxio builds and automates GTM plays in LeanData that are not only good for the business, but also create the best digital experience for the customer.
Summiting Silicon: Scaling the Peaks with Marketing and Sales Alignment
Marketing is critical in scaling the heights of success. In this session, equip yourself with invaluable insights from our esteemed marketing mountaineers who've successfully conquered these peaks.
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.
Sales Development Excellence: From Rookies to Champs
Learn strategies for coaching and leading best-in-class Sales Development teams. Create sales development excellence at your company.
Realigning Sales & Marketing to Succeed in Today’s New B2B Marketplace
Changing B2B buyers and their new buying journeys are making post go-to-market models obsolete, requiring Sales and Marketing functions to realign to succeed in the new era.
Global Workforce Management Leader Powers Revenue Process Transformation with LeanData
As Remote migrated from Hubspot to Salesforce, Molly Young knew that LeanData would be critical to execute their evolving go-to-market strategies.
What’s New with LeanData: Product Edition | November 2023
Watch as the LeanData Product team walks through the latest updates to the Revenue Orchestration Platform and BookIt to set you up for success this year!
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.
Everbridge Enhances Lead Management and Improves Buying Experience
Everbridge was experiencing multiple inefficiencies in their lead management process. They recognized the importance of one platform that could support the company’s complex needs and implemented LeanData.