Resource Center
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.
Trent’s Story: Using LeanData to Create Actual Magic in RevOps
Trent Allen, a Certified LeanData Expert whose team was honored with an OpsStars Award in 2022, shares how LeanData integrates with other tools in the tech stack, helping to get to ROI more quickly.
Rocket Software Increases Marketing Qualified Lead Velocity by 75%
Just a little over a year since launching their lead transformation project, LeanData powers everything they do with handoffs between marketing and sales and they've seen a 75% increase in marketing qualified lead (MQL) velocity.
Mike’s Story: Automating Complex Sales Processes
Mike describes how LeanData makes complex sales processes easy to manage in Salesforce. By allowing him to put everything into one platform and manage it all one place, along with Audit Logs to see the details and understand exactly what's happening at any point in the process, it makes his life easier.
How Lattice Leverages LeanData to Manage Their Buyer Journey From End-To-End
Learn how Lattice not only uses LeanData to manage their buyer journey from end-to-end, but to also create a powerful buyer journey using a single platform.
How Lattice Instantly Passes Buyers to the Right Rep
Learn how SDRs at Lattice use BookIt Handoff to instantly book next steps meetings with AEs from the Contact page in Salesforce.
Hillary’s Story: Why LeanData Is a de Facto Standard
Hillary Lamb, Senior Salesforce Business Analyst, has been an avid user for many years, implementing LeanData at 3 different companies. She describes how at each company, regardless of the go-to-market strategy, LeanData has been a de facto standard.
How Qualified’s RevOps Team Saves 150 Hours per Year With LeanData
Learn how Qualified uses LeanData to automate processes around event list loads and lead routing, saving 150 hours per year.
Clockwise Supports PLG Motion with LeanData Revenue Orchestration
With a modern, PLG approach to systems, processes, and tools, including LeanData, Clockwise is able to drive revenue by focusing on the right customers at the right time.
Why Lattice Switched from Chili Piper to BookIt
Learn how Lattice not only uses LeanData to manage their buyer journey from end-to-end, but to also create a powerful buyer journey using a single platform.
How LeanData Acts as the Foundation of Spekit’s Integrated Tech Stack
Laura Wheeler, VP of RevOps and Enablement at Spekit uses LeanData to ensure that leads being routed to the sales team are equitable and creating equal opportunities across the team.
How Channel99 Made LeanData the Backbone of Their CRM
Nani, a three-time customer of LeanData and current CMO at Channel99, calls LeanData a foundational element in any marketing or sales tech stack.



