Modernizing Your GTM Stack for the AI-Driven Buyer Journey
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All the authoritative go-to-market content you need to maximize the effectiveness and efficiency of your revenue teams
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eBook
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
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
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
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
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
Explore a way you can compare a field's new value with its prior value in determining when to trigger routing.
Video
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
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
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.
Video
Preventing Double Routing
As a new lead continues to interact with assets on your website, it may get updated multiple times shortly after it is created, leading to routing the record twice. Here is one way to go about preventing double routing.
Video
Account-Based Lead Routing With LeanData
Account-based marketing and selling strategies are all about the account. Learn how LeanData’s best-in-class fuzzy matching algorithm matches leads to...