When merging duplicate records, you might typically prefer values from the newer record. But sometimes there are specific fields and values you prefer from the older record. Here is one way you can ensure those values are preserved on the master record.
1:02:37Learn to improve process flexibility, accuracy and speed to lead for your organization with RevOps experts from LeanData, Crossbeam and Cloudingo.
5:59Sometimes you need to use different matches for different purposes. LeanData's Object Variables will allow you to store different matches in different Variables and reference them whenever you need.
4:27Do you ever need to update a different record than the one you are routing, such as a Matched Account, or a Related Activity? We walk through how you can do so using LeanData's Update Record Node.
1:05:02In this webinar, Molly Young at Remote and Vishnu Premsankar at LeanData will walk through steps to simplify revenue processes and bring multiple tools under one roof
3:06"As a result of implementing LeanData, our speed to lead went from 1-2 days down to less than a minute. And that is the reason I keep bringing LeanData as part of my primary stack" - Elicia Chen
0:30From AMAZING customer support to providing everything you need in one platform...find out why LeanData is the #1 undisputed leader in Lead to Account Matching & Routing solutions!
1:39"If you don't have LeanData, you're limiting your capabilities within Salesforce...It's a staple. It's a must-have.” - Hanné Venables, Senior Director of Growth Operations
3:47Routing is nothing without the speed, right? The faster we can route to the right person, the faster the right person can respond. That's what makes the difference and drives that revenue. -Yana Clark
3:09With LeanData, speed to lead and accountability are now built into the lead management process for F5 allowing them to improve the customer experience.
4:08“Using LeanData, I don't have to be constantly paranoid that the most critical handoff in our business between marketing and sales could break down at any point.” Joss Poulton, VP of Operations
3:57“I truly believe that LeanData gives us a competitive advantage. We touch so many different teams in it. We also support a lot of teams by doing really creative things with LeanData.” - Trent Allen
3:39"That Matching piece is big for us. With LeanData, it's just like night and day compared to what we were able to accomplish before." - Anthony Valles, Director, Marketing Operations
3:48"LeanData definitely made my life much easier, and the process much simpler for everyone in our marketing operation organization." - Hang Nguyen, Sr. Marketing Operations Specialist
3:21“For our go-to-market strategy, LeanData has been a core tool for us to centralize all of the data and workflows.” - Molly Young, Sales Operations Partner
57:42In this roundtable-style webinar, we bring together members of 6sense, LeanData, and Outreach to discuss how to uplevel your account-based motions.
1:01:18Join LeanData, Clearbit and Salesloft to find out how you can maximize your existing tech stack, get better data, stronger interactions, and cleaner integrations
5:11For those who use both 6sense and LeanData, combining the intent data you get from 6sense with the automation you can configure with LeanData will allow you to create processes.
