LeanData helps a small marketing team at 15Five efficiently manage a high volume of inbound leads by automating processes to route leads to the right reps as fast as possible.
With LeanData’s industry leading matching algorithm, Applause was able to automatically match and assign in...
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Here is a way to aggregate them together so that you can regularly review them to decide whether you would like to create an Account for them.
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.
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.
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.
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.
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.
Learn how to associate Contacts to Opportunities in either Contact Router or Opportunity Router.
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.
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
Find out what 1,700+ Sales, Marketing and Ops professionals said on the state of their lead management in this on-demand session now.
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
Drive revenue faster by eliminating inefficiencies, delays and inaccuracies with lead automation in this on-demand webinar.
How to marry experience, data, and technology to meet the needs of “the new digital customer."