Video
Learn how to prioritize the account match stored in the reporting matched account field in LeanData from Head of Training, Kevin Au.
Video
Learn how to assign multiple owners in a round robin lead distribution pool using LeanData Flow Builder tools and graphs.
Customer Story
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.
Customer Story
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.
Customer Story
How did Lattice reduce their lead response time to 10 minutes or less? Learn how LeanData automation significantly reduced speed to lead.
Customer Story
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.
Video
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.
Video
Learn how SDRs at Lattice use BookIt Handoff to instantly book next steps meetings with AEs from the Contact page in Salesforce.
Customer Story
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.
Customer Story
Learn how Qualified uses LeanData to automate processes around event list loads and lead routing, saving 150 hours per year.
Video
In less than 5 minutes, learn how LeanData seamlessly integrates data and context within your tech stack so you never lose track of a lead, opportunity, or account.
Video
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.