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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.
All the authoritative go-to-market content you need to maximize the effectiveness and efficiency of your revenue teams
LeanData lead routing can be as simple or complex as you need it to be. Elevate your lead routing game with these 10 plays.
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Do you ever need to update a different record than the one you are routing, such as a Matched Account, or a Related Activity? We walk through how you can do so using LeanData's Update Record Node.
If you would like to test out different processes and measure the effectiveness of each, here is a creative way you can use Round Robins to distribute records down different paths.
For those who use both 6sense and LeanData, combining the intent data you get from 6sense with the automation you can configure with LeanData will allow you to create processes.
Here's how you can use SFDC queues to incorporate alternate working hours into your routing graph.
When merging duplicate records, you might typically prefer values from the newer record. Here is one way you can ensure those values are preserved on the master record.
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.
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.
Sometimes you want to merge records, and also continue with more routing decisions and action on the merged record. Use this tip to initiate routing on merged records to continue your routing.
As reps come and go and contacts and Accounts get shuffled around, find out how you can keep your Contact Owners aligned with the Account Owner.
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.
