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

Customer Story Alation Experiences 88% Improvement in Lead Response Time with LeanData
Alation Experiences 88% Improvement in Lead Response Time with LeanData

Hear how Alation uses LeanData Orchestration and Scheduling to scale complex GTM motions while responding to leads faster.

Video Introduction to Modern Revenue Orchestration
Introduction to Modern Revenue Orchestration

Today’s buying journey is decidedly digital-first. The result is an explosion of buyer signals — website visits, blog post reads, eBook downloads, trade show booth visits and MUCH MORE.

Customer Story UserGems Implements LeanData and Integrations to Drive ABX Strategy
UserGems Implements LeanData and Integrations to Drive ABX Strategy

UserGems saves 10 to 20 hours a week that was formerly spent troubleshooting routing issues, writing custom Apex code or creating their own solution with standard Salesforce functionality. 

Video Introducing LeanData BookIt
Introducing LeanData BookIt

Please allow us to introduce you to the disruptor in the automated business meeting scheduling category, LeanData BookIt. Unlike old-school...

Customer Story F5 Improves Customer Experience and Speed to Lead with LeanData Automation
F5 Improves Customer Experience and Speed to Lead with LeanData Automation

With LeanData, speed to lead and accountability are now built into the lead management process for F5 allowing them to improve the customer experience.

Video Skip LeanData Routing on Bulk Uploads
Skip LeanData Routing on Bulk Uploads

Sometimes you are uploading a large list or making some bulk changes to records, and you want to skip or bypass LeanData routing for these records. Here is a way to exclude these records from LeanData Routing without affecting routing for other records.

Video Looking for a Value in a Multi-Select Picklist
Looking for a Value in a Multi-Select Picklist

If you use multi-select picklists, you might want to use something like the “contains” operator to look for one of several different values in a field. Even though there isn’t a contains operator , here are two ways you can set up your nodes to look for a one out of several options in a multi-select picklist.

Video Triggering Routing on Directional Changes
Triggering Routing on Directional Changes

Sometimes you want to trigger a record to route depending on the prior value on a field, such as triggering on an increase in Lead score, but not a decrease. This will explore a way you can compare a field's new value with its prior value in determining when to trigger routing.

Video Nested Round Robin Pools
Nested Round Robin Pools

If you ever wanted to add a Round Robin Pool within a Round Robin Pool, here is one way you can approximate that in LeanData.

Video Continuing Routing after Conversion
Continuing Routing after Conversion

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 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.