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All the authoritative go-to-market content you need to maximize the effectiveness and efficiency of your revenue teams
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Solution Brief
LeanData & Automatic Notification Integrations
Improve speed to lead with LeanData's key integrations with instant notification solutions like Slack and Microsoft Teams to immediately alert revenue team members when records are assigned.
Solution Brief
LeanData & Outreach Integration
Increase speed to lead by automatically engaging your prospects with LeanData's integration with Outreach. Download the data sheet to find out more now!
Video
Load Balancing Accounts
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.
Video
Grouping Related Leads with No Account Match
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.
Solution Brief
LeanData & Microsoft Teams Integration
Learn how LeanData’s seamless integration with Microsoft Teams provides the ability to automate instant notifications that rapidly alert revenue team members any time a record is assigned to them.
Solution Brief
LeanData & 6sense Integration
LeanData's integration of 6sense allows revenue teams to eliminate guesswork and expertly target, engage and convert high-value buyers from targeted accounts at the optimal time for the prospect.
Infographic
8 Steps to Create & Execute a Winning Sales Territory Plan
Successful sales territory management begins with effective sales territory planning. Use this easy-to-follow infographic from LeanData to create & execute upon your own winning sales territory plan.
Video
Self-Service Audit Logs
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.
Video
Continuing Routing After a Merge
Learn how to initiate routing on merged records to continue routing after a merge from LeanData Head of Training, Kevin Au.
Infographic
How Ops View the State of Lead Management 2022
Is your Ops team aligned with other functions on your revenue team? Use this infographic to facilitate conversation among your teams.
Solution Brief
BookIt — Automated Scheduling by LeanData
Use BookIt, LeanData's automated scheduling software, to empower your prospects to immediately book meetings with the best reps for their needs, all on their own terms.
Video
Aligning Contacts with Account Owner
As reps come and go and contacts and Accounts get shuffled around, find out how you can create a process for aligning contacts with account owner in Salesforce.