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

Solution Brief LeanData & Outreach Integration
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!

Webinar What’s New with LeanData Product Webinar – April 2022
What’s New with LeanData Product Webinar – April 2022

Join members of our Product Management Team as they give a look at the best features from our recent releases as well as share some exciting new features in development!

Webinar What’s New with LeanData Product Webinar – August 2022
What’s New with LeanData Product Webinar – August 2022

August 4, 2022 In this webinar, the LeanData Product Management Team reviewed the latest product updates, including:

Video Load Balancing Accounts
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
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
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 & 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
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
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
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
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
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.