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Video
Buying Groups Demo Video
Enterprise buying decisions have always been a team effort, but the old ways of marketing—targeting individuals or entire accounts—just aren’t working anymore. LeanData makes it easy for Marketing and Sales teams to identify and engage the right people in Buying Groups.
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Route Your Way to More Website Pipeline
Learn how you can use a routing platform, with a pipeline generation platform to fix your “leaky” lead and pipeline bucket.
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Introduction to Modern Revenue Orchestration
Today’s buying journey is decidedly digital-first. The result is an explosion of buyer signals — website visits, blog post reads, eBook downloads, trade show booth visits and MUCH MORE.
Customer Story
UserGems Implements LeanData and Integrations to Drive ABX Strategy
UserGems saves 10 to 20 hours a week that was formerly spent troubleshooting routing issues, writing custom Apex code or creating their own solution with standard Salesforce functionality.
Video
Introducing LeanData BookIt
Please allow us to introduce you to the disruptor in the automated business meeting scheduling category, LeanData BookIt. Unlike old-school...
Customer Story
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.
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.
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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.
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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.
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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.
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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.