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.
Most Recent Videos
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.
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
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!
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."
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.
Join in to hear insights on how to grow and scale teams, motivate and inspire people, and what lies ahead.
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.
Despite massive investment in sales and marketing technology, the current B2B buying experience is still disjointed, inefficient, and painful. Is there a better way to leverage the modern revenue engi