LeanData’s integration with Salesloft allows a user to route prospects to the right reps.
Slack has transformed business communication– it’s the platform where work can happen.
Expertly target and engage high-value accounts when they’re ready to buy.
LeanData’s integration with Outreach allows a user to route prospects to the right reps.
All the authoritative go-to-market content you need to maximize the effectiveness and efficiency of your revenue teams
Struggling with DIY lead management in Salesforce? Discover the pros, cons, and smarter path to a scalable GTM execution solution in this essential guide for growth-minded teams.
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Do you ever need to update a different record than the one you are routing, such as a Matched Account, or a Related Activity? We walk through how you can do so using LeanData's Update Record Node.
Learn creative ways to test out different processes in your LeanData routing graph from LeanData's Head of Training, Kevin Au.
Learn how to combine 6sense intent data with LeanData automation to create processes for assigning and reassigning Accounts.
Here's how you can use SFDC queues to incorporate alternate working hours into your routing graph.
Learn best practices when merging duplicate records in your LeanData FlowBuilder graph from LeanData Head of Training, Kevin Au.
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.
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.
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.
Learn how to initiate routing on merged records to continue routing after a merge from LeanData Head of Training, Kevin Au.
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.
Learn how to associate Contacts to Opportunities in either Contact Router or Opportunity Router.
There are many enrichment vendors out there. Learn how you can accommodate any enrichment software that works with Salesforce, even without a direct LeanData integration.
