Resource Center

All the authoritative go-to-market content you need to maximize the effectiveness and efficiency of your revenue teams

Video Automatically Reassigning Old or Expired Records
Automatically Reassigning Old or Expired Records

Over time reps will end up owning old records that may not be the best use of their time. Here is an efficient solution for regularly cleaning up record ownership and ensuring your team focuses only on what will produce the most results.

Video Allowing Manual Overrides Before Merging Duplicates
Allowing Manual Overrides Before Merging Duplicates

Learn how to introduce manual intervention in LeanData’s duplicate matching and merging process. This video walks you through setting up a workflow that allows record owners to review and override automatic merges before they happen.

Video 2025 GTM Trends: What the Best-in-Class Are Doing Differently
2025 GTM Trends: What the Best-in-Class Are Doing Differently

2025 GTM strategies - same old playbook? Doubt it. The best are already evolving. AI is no longer just a buzzword, MQLs are fading, and new success metrics are taking over. So, what should you measure? And how do you align your teams for real growth? We’ve got the insights.

Video Managing Long Filter Lists
Managing Long Filter Lists

Learn how to simplify the management of long exclusion lists in LeanData by leveraging data table routing functionality. This tutorial...

Webinar What’s New With LeanData: Product Edition | January 2025
What’s New With LeanData: Product Edition | January 2025

Watch as the LeanData Product team walks through the latest updates to the Revenue Orchestration Platform and BookIt in What's New With LeanData: Product Edition

eBook Mastering B2B Buying Groups with LeanData
Mastering B2B Buying Groups with LeanData

Discover how LeanData's Buying Groups Blueprint and Orchestrator transform your CRM into a powerhouse for smarter, scalable growth.

Infographic B2B Buying Groups Motion Tech Stack Map
B2B Buying Groups Motion Tech Stack Map

Get a clear guide to the core technologies our customers rely on to successfully execute a B2B Buying Groups go-to-market motion.

Video 2025 ABM Playbook: 5 Tactics to Stay Ahead
2025 ABM Playbook: 5 Tactics to Stay Ahead

Stay ahead in ABM with the 2025 Playbook. Learn 5 practical tactics to personalize outreach, improve lead response times, and drive pipeline growth. Watch the on-demand webinar and make your strategy more effective.

Video Force Matches to Specific Accounts
Force Matches to Specific Accounts

Learn how to handle special matching scenarios in LeanData by using variables and data tables to force matches to specific subsets of accounts

Video Adding Edges for Routing Prioritization
Adding Edges for Routing Prioritization

Discover how to prioritize urgent records in LeanData by adjusting entry edges in your routing graph.

eBook The Ultimate BookIt Deep Dive
The Ultimate BookIt Deep Dive

Hear directly from LeanData customers using BookIt, LeanData's automated scheduling solution.

eBook Delivering Exceptional Customer Experiences with LeanData
Delivering Exceptional Customer Experiences with LeanData

Understand how LeanData helps businesses streamline operations, automate processes, and respond faster, creating loyal customers who spend more.