Assigning Contact Roles

For those who use both 6sense and LeanData, combining the intent data you get from 6sense with the automation you can configure with LeanData will allow you to create processes.

If you would like to test out different processes and measure the effectiveness of each, here is a creative way you can use Round Robins to distribute records down different paths.

Some organizations use Salesloft cadences to manage sales engagement. Learn how you can incorporate LeanData's Salesloft Integration to automate follow up based on campaign activity.

Here is one way to prevent double routing.

You want to "top off" your Account managers with fresh Accounts as they finish working their current Accounts, but you don't want any individual Account Owner to have more than a certain threshold.

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.

Ever want to give your reps the ability to send a record through a router graph without needing admin privileges? This video will show you how.

Have Duplicate Accounts in your system? Learn how to use LeanData Duplicate Account matching to identify and flag duplicates.

There are many enrichment vendors out there. Learn how you can accommodate any enrichment software that works with Salesforce, even without a direct LeanData integration.