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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 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.

eBook 5 Powerful Use Cases for Scheduling Software
5 Powerful Use Cases for Scheduling Software

Automated scheduling software enhances buyers' customer experience, empowering them to immediately select a meeting time and facilitate their buying journey on their own terms.

eBook 7 Steps to a Winning Account-Based Marketing Strategy
7 Steps to a Winning Account-Based Marketing Strategy

Learn the 7 key steps you should take to build a winning ABM strategy. Get the right message to the right buyer at the right time.

eBook The State of B2B Lead Management 2022 ebook
The State of B2B Lead Management 2022 ebook

Find out what we learned from 1,700+ B2B Sales, Marketing & Operations professionals on how they're managing their leads for success...and their greatest challenges.

Webinar STEAL THAT PLAYBOOK: Ideas to Make Your Buyers Champions for Life
STEAL THAT PLAYBOOK: Ideas to Make Your Buyers Champions for Life

Join a panel of revenue experts from LeanData, UserGems and Sendoso, as they discuss tried-and-tested playbooks for activating your best champions to close more deals, drive ROI, and build lifelong loyalty.

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

When uploading a list, you may want to skip LeanData routing. Here is a way to exclude records from routing without affecting other records.

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

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

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

Here is one way to create a nested round robin pool in LeanData.

Video Continuing Routing after Conversion
Continuing Routing after Conversion

Learn how to continue routing after Lead Router converts a Lead into a Contact in this Tips & Tricks video from LeanData.

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.