Webinar
Learn from an Operations Superstar how LeanData's very own operations experts use LeanData to stay on top of their data and processes.
Video
As a native Salesforce solution, LeanData is subject to any validation or duplicate prevention rules you have in Salesforce. Here is a way that you can exclude specific Users.
Video
Some organizations use Salesloft cadences to manage sales engagement. Learn how you can incorporate LeanData's Salesloft Integration to automate follow up based on campaign activity.
Video
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.
Video
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.
Video
Keeping Round Robin pools up to date with the latest members does not have to rely on someone remembering which Users to add.
Customer Story
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.
Video
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.
Video
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.
Webinar
Learn strategies for coaching and leading best-in-class Sales Development teams. Create sales development excellence at your company.
eBook
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.
Customer Story
As Remote migrated from Hubspot to Salesforce, Molly Young knew that LeanData would be critical to execute their evolving go-to-market strategies.