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

Video Prioritizing the Reporting Matched Account in Routing
Prioritizing the Reporting Matched Account in Routing

Sometimes when you're using both LeanData Tagging and Routing, you may notice that LeanData routes to a different Account than it is tagged with. Here is a way to prioritize the Account Match stored in the Reporting Matched Account field.

Video Assigning Multiple Owners with a Round Robin
Assigning Multiple Owners with a Round Robin

When using Round Robins, sometimes you actually want to assign two different User fields with the Round Robin. Here is how to do that, whether you want to assign to the same User or to different Users within the same Round Robin Pool.

Customer Story Trent’s Story: Using LeanData to Create Actual Magic in RevOps
Trent’s Story: Using LeanData to Create Actual Magic in RevOps

Trent Allen, a Certified LeanData Expert whose team was honored with an OpsStars Award in 2022, shares how LeanData integrates with other tools in the tech stack, helping to get to ROI more quickly.

Customer Story Rocket Software Increases Marketing Qualified Lead Velocity by 75%
Rocket Software Increases Marketing Qualified Lead Velocity by 75%

Just a little over a year since launching their lead transformation project, LeanData powers everything they do with handoffs between marketing and sales and they've seen a 75% increase in marketing qualified lead (MQL) velocity.

Customer Story Mike’s Story: Automating Complex Sales Processes
Mike’s Story: Automating Complex Sales Processes

Mike describes how LeanData makes complex sales processes easy to manage in Salesforce. By allowing him to put everything into one platform and manage it all one place, along with Audit Logs to see the details and understand exactly what's happening at any point in the process, it makes his life easier.

Customer Story Hillary’s Story: Why LeanData Is a de Facto Standard
Hillary’s Story: Why LeanData Is a de Facto Standard

Hillary Lamb, Senior Salesforce Business Analyst, has been an avid user for many years, implementing LeanData at 3 different companies. She describes how at each company, regardless of the go-to-market strategy, LeanData has been a de facto standard.

Customer Story How Qualified’s RevOps Team Saves 150 Hours per Year With LeanData
How Qualified’s RevOps Team Saves 150 Hours per Year With LeanData

By using LeanData to automate processes around event list loads and lead routing, Kieran Snaith, VP of RevOps, estimates his team saves 5 hours per event. With 30 events over the course of a year, that's 150 hours!

Customer Story How LeanData Acts as the Foundation of Spekit’s Integrated Tech Stack
How LeanData Acts as the Foundation of Spekit’s Integrated Tech Stack

Laura Wheeler, VP of RevOps and Enablement at Spekit uses LeanData to ensure that leads being routed to the sales team are equitable and creating equal opportunities across the team.

Customer Story How Channel99 Made LeanData the Backbone of Their CRM
How Channel99 Made LeanData the Backbone of Their CRM

Nani, a three-time customer of LeanData and current CMO at Channel99, calls LeanData a foundational element in any marketing or sales tech stack.

Customer Story Snowflake Scales Account Based Plays with LeanData Revenue Orchestration
Snowflake Scales Account Based Plays with LeanData Revenue Orchestration

Snowflake leverages LeanData Revenue Orchestration to optimize account-based plays, streamline lead routing, and automation.

Demo LeanData Demo in 100 Seconds
LeanData Demo in 100 Seconds

The LeanData Revenue Orchestration Platform, powered by No-Code Automation, simplifies and accelerates coordination of all the people, processes and plays needed to transform buyer signals into buying decisions.

Demo See BookIt Handoff in 45 Seconds
See BookIt Handoff in 45 Seconds

Demo BookIt Handoff in 45 seconds? Challenge accepted. Watch now to see scheduling magic happen and find out how BookIt...