Solution Brief
LeanData & Microsoft Teams Integration
Learn how LeanData’s seamless integration with Microsoft Teams provides the ability to automate instant notifications that rapidly alert revenue team members any time a record is assigned to them.
Solution Brief
LeanData & 6sense Integration
LeanData's integration of 6sense allows revenue teams to eliminate guesswork and expertly target, engage and convert high-value buyers from targeted accounts at the optimal time for the prospect.
Video
Self-Service Audit Logs
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.
Video
Continuing Routing After a Merge
Learn how to initiate routing on merged records to continue routing after a merge from LeanData Head of Training, Kevin Au.
Solution Brief
BookIt — Automated Scheduling by LeanData
Use BookIt, LeanData's automated scheduling software, to empower your prospects to immediately book meetings with the best reps for their needs, all on their own terms.
Video
Aligning Contacts with Account Owner
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.