Resource Center

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

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.

Interactive Tour BookIt Suite: Interactive Tour
BookIt Suite: Interactive Tour

Scheduling meetings with buyers doesn’t have to be a hassle. Automate the process from start to finish: instantly qualify and book meetings through webforms or chatbots, ensure smooth handoffs between team members, and set up custom scheduling rules—no coding needed

Video Turn Buyer Signals into Buying Decisions
Turn Buyer Signals into Buying Decisions

Our Enterprise Customer Success Manager, Christina Bianchi, recently sat down with RevGenius to share how LeanData empowers sales and marketing teams to align seamlessly with their customers' journey.

Interactive Tour Improve Post Sale Experiences: Interactive Tour
Improve Post Sale Experiences: Interactive Tour

Streamline customer onboarding, support, and renewal workflows to increase customer satisfaction, revenue attainment, and growth.

Solution Brief LeanData for Post Sales Use Cases
LeanData for Post Sales Use Cases

Learn how to streamline customer events like onboarding, help tickets, and renewals with LeanData.

Video Selling the Way Business Buys: Introducing Buying Groups
Selling the Way Business Buys: Introducing Buying Groups

Learn how to increase win rates while decreasing sales velocity with the new B2B marketing model known as a Buying Groups motion.

Video Automatically Remove Users Who Miss SLAs from Pools
Automatically Remove Users Who Miss SLAs from Pools

Learn how to automatically add and remove users from round robin pools as well as update user records in LeanData.

Video Add an Incremental Counter Field to your Records
Add an Incremental Counter Field to your Records

Learn how to set up a Data Table to increment a counter field every time a record passes through a routing graph.