Customer Story

NextRoll Scales and Adapts Their Global GTM Strategy Using LeanData

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NextRoll Group, parent company of AdRoll and RollWorks, needed a solution for managing thousands of signs-ups per month, across a global team, when traditional Salesforce routing wasn’t feasible. With LeanData, their Marketing Operations team had a way to deliver all of their new sign-ups and easily adapt, quickly executing against adjustments to their go-to-marketing strategy.

LeanData enabled NextRoll Group to automatically assign thousands of leads, accounts and contacts to the right sales rep within 15 minutes, with a great amount of flexibility for every scenario. The team was able to avoid excessive development time, avoid friction between Sales and Marketing, and gained the ability to scale their go-to-market strategy without working 24 hours a day!

Tags
  • Customer Story
  • Lead Management
  • Lead Routing
  • Marketing
  • Operations
  • Revenue Orchestration

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Setting Up a Data Table for Routing

If your organization uses many complex criteria for routing, you may end up with a visually cluttered graph. Here’s how to set up a Data Table in LeanData to consolidate many different decisions and actions into a single node.

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  • Gain better visibility and control over your process