Resource Center

All the authoritative go-to-market content you need to maximize the effectiveness and efficiency of your revenue teams

Video Field-Specific Merging Preferences with Cloudingo
Field-Specific Merging Preferences with Cloudingo

Combine LeanData's matching capabilities and FlowBuilder interface with the fine-grained merging capabilities of Cloudingo using the Cloudingo Merge Lead Integration Node in FlowBuilder. Here’s one example of merging two leads with different preferences for different fields.

Video Salesforce + LeanData = Security, Accuracy, Reliability
Salesforce + LeanData = Security, Accuracy, Reliability

LeanData's tight integration with Salesforce creates better security, greater accuracy, and increased reliability in your CRM.

eBook LeanData on LeanData ebook
LeanData on LeanData ebook

Yes! We use our own technology to orchestrate GTM plays. Learn five of the most successful plays from the LeanData RevOps team playbook.

eBook The Authoritative Guide to Buying Groups
The Authoritative Guide to Buying Groups

This comprehensive guide to buying groups contains everything you need to know about this revolutionary B2B Opportunity-focused motion.

Lattice Increases Speed to Lead by 50% by Leveraging the Full LeanData Platform

Hear Zachary Dammann, Sr. Revenue Operations Analyst at Lattice walk through Lattice’s journey with LeanData, and how integrating BookIt into their tech stack extends the value of LeanData’s capabilities to manage all steps in their buyer journey.

Webinar How to Book More Qualified Sales Meetings in 2024
How to Book More Qualified Sales Meetings in 2024

Hear Zachary Dammann, Sr. Revenue Operations Analyst at Lattice walk through Lattice’s journey with LeanData, and how integrating BookIt into their tech stack extends the value of LeanData’s capabilities to manage all steps in their buyer journey.

Webinar 3 Ways to Maximize Returns for Your Next Event
3 Ways to Maximize Returns for Your Next Event

Hear from Marketing Event experts at LeanData, CaptivateIQ, and Qualified on optimizing strategies that deliver the most event ROI.

eBook The 2024 State of Go-to-Market Efficiency Report
The 2024 State of Go-to-Market Efficiency Report

Did you know 87% of B2B companies struggle to create qualified opportunities? Learn how hundreds of companies are tackling their go-to-market challenges in today's complex and competitive market.

eBook The Ultimate Event Management Playbook
The Ultimate Event Management Playbook

Learn the tips and tricks of event management from experienced marketers, Sales leaders, and RevOps pros.

Video Prioritizing the Reporting Matched Account in Routing
Prioritizing the Reporting Matched Account in Routing

Sometimes when you're using both LeanData Tagging and Routing, you may notice that LeanData routes to a different Account than it is tagged with. Here is a way to prioritize the Account Match stored in the Reporting Matched Account field.

Video Assigning Multiple Owners with a Round Robin
Assigning Multiple Owners with a Round Robin

When using Round Robins, sometimes you actually want to assign two different User fields with the Round Robin. Here is how to do that, whether you want to assign to the same User or to different Users within the same Round Robin Pool.

Webinar New Year, New Processes: Simple Ways to Clean (and Maintain!) Your Data
New Year, New Processes: Simple Ways to Clean (and Maintain!) Your Data

Hear from RevOps experts on data cleansing, updating processes for success, tech stack management, and methods for a sparkling new year.