Resource Center

All the authoritative go-to-market content you need to maximize the effectiveness and efficiency of your revenue teams

Video Cross Object Operations in Router
Cross Object Operations in Router

When using LeanData Router, you can begin your process on one object, then continue it on a different object. You just need to know how to identify the other object record and properly trigger it for routing purposes.

Video Update Pools with Conditional Membership
Update Pools with Conditional Membership

Keeping Round Robin pools up to date with the latest members does not have to rely on someone remembering which Users to add.

Customer Story How Maxio’s RevOps Team Used LeanData to Stay Nimble As They Merged Two Companies
How Maxio’s RevOps Team Used LeanData to Stay Nimble As They Merged Two Companies

Maxio builds and automates GTM plays in LeanData that are not only good for the business, but also create the best digital experience for the customer.

Customer Story Global Workforce Management Leader Powers Revenue Process Transformation with LeanData
Global Workforce Management Leader Powers Revenue Process Transformation with LeanData

As Remote migrated from Hubspot to Salesforce, Molly Young knew that LeanData would be critical to execute their evolving go-to-market strategies.

Video Referencing Different Matches with Variables
Referencing Different Matches with Variables

Sometimes you need to use different matches for different purposes. LeanData's Object Variables will allow you to store different matches in different Variables and reference them whenever you need.

Customer Story Everbridge Enhances Lead Management and Improves Buying Experience
Everbridge Enhances Lead Management and Improves Buying Experience

Everbridge was experiencing multiple inefficiencies in their lead management process. They recognized the importance of one platform that could support the company’s complex needs and implemented LeanData.

Customer Story Expedient Decreases Inbound Response Time From Days to Less Than 24 Hours
Expedient Decreases Inbound Response Time From Days to Less Than 24 Hours

Expedient not only needed a more efficient system to handle buyer signals and incoming leads but also a solution that would integrate platforms within their tech stack. LeanData now serves as the quarterback to the whole process.

Video Updating Related Records
Updating Related Records

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.

Solution Brief LeanData Integrations
LeanData Integrations

Help your business build a single and connected Revenue Operations ecosystem with LeanData.

Customer Story Snowflake Reduces Lost Leads, Improves Response Times and Increases Booked Meeting Rates with LeanData
Snowflake Reduces Lost Leads, Improves Response Times and Increases Booked Meeting Rates with LeanData

Snowflake needed a solution that would provide more account data to reduce its lost leads, improve response times, and increase booked meeting rates.

Customer Story Zendesk Reduces Lead Response Time by 82% with LeanData
Zendesk Reduces Lead Response Time by 82% with LeanData

Zendesk decreased manual lead assignment by 45% and saved approximately 55 hours of work per week by using LeanData to route 4,100 leads weekly.

Customer Story How Toast’s Revenue Ops Team Supports and Drives Hyper Growth with LeanData
How Toast’s Revenue Ops Team Supports and Drives Hyper Growth with LeanData

When it comes to lead matching, Toast is thrilled with their ability to effectively match leads to accounts—even with challenging data.