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Resource Center

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

eBook Delivering World-Class Buying Experiences with LeanData’s BookIt Scheduling Software
Delivering World-Class Buying Experiences with LeanData’s BookIt Scheduling Software

Automated scheduling software enhances buyers' customer experience, empowering them to immediately select a meeting time and facilitate their buying journey on their own terms.

eBook 7 Steps to Building a Winning Account-Based Marketing Strategy
7 Steps to Building a Winning Account-Based Marketing Strategy

Learn the 7 key steps to take to build a winning ABM strategy, a multi-functional growth initiative where customer accounts are engaged as a market of one.

eBook The State of B2B Lead Management 2022
The State of B2B Lead Management 2022

Find out what we learnt from 1,700+ B2B Sales, Marketing & Operations professionals on how they're managing their leads for success...and their greatest challenges.

Webinar STEAL THAT PLAYBOOK: Ideas to Make Your Buyers Champions for Life
STEAL THAT PLAYBOOK: Ideas to Make Your Buyers Champions for Life

Join a panel of revenue experts from LeanData, UserGems and Sendoso, as they discuss tried-and-tested playbooks for activating your best champions to close more deals, drive ROI, and build lifelong loyalty.

Video Track Fields with Routing Metrics Mapping
Track Fields with Routing Metrics Mapping

Tracking the history of certain fields is incredibly useful for troubleshooting, but there are limits to how many fields you can track in Salesforce. Here is how to set up Routing Metrics Mapping to track fields in your LeanData Logs.

Video Appending Text to a Field
Appending Text to a Field

You may know that LeanData can update fields, but sometimes you may need to append additional text to a field instead of replacing it entirely. Here is how to do that in LeanData Router.

Video Preventing Double Routing
Preventing Double Routing

Here is one way to prevent double routing.

Video Account-Based Lead Routing With LeanData
Account-Based Lead Routing With LeanData

Account-based marketing and selling strategies are all about the account. Learn how LeanData’s best-in-class fuzzy matching algorithm matches leads to...

Video Desired Attributes When Hiring SDRs – Scaling Sales Development with Rob Simmons
Desired Attributes When Hiring SDRs – Scaling Sales Development with Rob Simmons

In this episode of Scaling Sales Development, Rob Simmons, Vice President of Sales at LeanData, shares the four individual characteristics...

Video LeanData Account-Based Routing
LeanData Account-Based Routing

See how you can implement your account-based strategies with LeanData in this short video.

Video Inbound Lead Routing With LeanData
Inbound Lead Routing With LeanData

Speed to lead, your lead response time, is critical in winning your Inbound customers. There are no consolation prizes for...

Video LeanData Routing
LeanData Routing

LeanData Routing helps sales, marketing and operations teams collaborate and easily build complex lead, contacts, and account distribution flows with...