Most Recent Videos
Using the Salesloft Node
Preventing Double Routing
What's New with LeanData: Product Edition
Intro to Modern Revenue Orchestration
Grouping Related Leads with No Account Match
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.
Load Balancing Accounts
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.
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.
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.
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
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."