Vidyard - All Players

Continuing Routing After a Merge

Sometimes you want to merge records, and also continue with more routing decisions and action on the merged record. Use this tip to initiate routing on merged records to continue your routing.

Self-Serve Audit Logs

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.

User-Initiated Routing

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.

Stamping Duplicate Accounts

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

Reassigning Inactive-Owned Records

As you deactivate Users in Salesforce, you will start to have records owned by these Inactive Users. Learn how to regularly re-assign records to active reps, without having to run manual batches.

Handling Enrichment

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.

Assigning Contact Roles

Learn how to associate Contacts to Opportunities in either Contact Router or Opportunity Router.

Aligning Contacts with Account Owner

As reps come and go and contacts and Accounts get shuffled around, find out how you can keep your Contact Owners aligned with the Account Owner.

Turning Buyer Signals into Buying Decisions

B2B selling looks nothing like the past. The rise of digital, the explosion of buyer signals and the shift to buyer-directed sales have forged a new set of B2B selling truths. Learn how B2B growth win

What's New with LeanData: Product Edition

Join members of our Product Management Team as they give a look at the best features from our recent releases as well as share some exciting new features in development!

RESEARCH REVEAL: Top Mistakes Causing Revenue Teams To Waste Valuable Leads in 2022

Find out what 1,700+ Sales, Marketing and Ops professionals said on the state of their lead management in this on-demand session now.

3 Data Productivity Strategies to Improve Sales Efficiency and Speed-to-Lead

Hear from Don Otvos, VP of Revenue Operations at LeanData, and Chris Cole, Senior Sales Director at Validity as they share 3 “Data Productivity” strategies to remove friction in today’s highly technic

The New Rules of Lead Prioritization

The ROI of Lead Routing for High-Growth Enterprises

Drive revenue faster by eliminating inefficiencies, delays and inaccuracies with lead automation in this on-demand webinar.

Going Digital: A Digitization of GTM models in a New, Virtual Age

How to marry experience, data, and technology to meet the needs of “the new digital customer."

State of the Sales Tech Stack

Join LeanData's Don Otvos and Matt Bertuzzi deep-dive into The Bridge Group's SDR & AE research with a focus on the technology adoption lifecycle for revenge generating teams.

How to Build a World-Class RevOps Team

Join in to hear insights on how to grow and scale teams, motivate and inspire people, and what lies ahead.

Is Your Marketing Ops Org Ready for What’s Next?

Join Kimberly Galitz, 2020 OpsStar of the Year and 2x Marketo Champion as she shares her foundational approach to setting Marketing Operations up for success.

Accelerate response time to inbound leads with LeanData