Resource Center

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

eBook The Ultimate Guide to LeanData
The Ultimate Guide to LeanData

Unlock LeanData’s full potential including advanced routing, data hygiene, Buying Groups, and more to drive efficiency, accelerate revenue, and elevate your GTM strategy.

eBook From DIY to Purpose-Built: Choosing the Right GTM Execution Solution
From DIY to Purpose-Built: Choosing the Right GTM Execution Solution

Struggling with DIY lead management in Salesforce? Discover the pros, cons, and smarter path to a scalable GTM execution solution in this essential guide for growth-minded teams.

Video Initiate Routing from Related Activity Updates
Initiate Routing from Related Activity Updates

Here's how to trigger routing when existing related tasks are updated, allowing you to automate cross object assignments and field updates.

Video Hold Until Working Hours
Hold Until Working Hours

Using LeanData's Hold Until node with working hours, you can automatically hold record assignments until the intended recipient's working hours begin.

Video Best Practices for Scale and Efficiency in RevOps
Best Practices for Scale and Efficiency in RevOps

Is your revenue team struggling with lead routing inefficiencies, data fragmentation, or slow response times? This webinar features three RevOps executives who shared proven strategies to overcome these challenges and build more predictable revenue streams.

Infographic 4 Ways Revenue Teams WIN with LeanData
4 Ways Revenue Teams WIN with LeanData

Learn how actual revenue teams use LeanData to streamline operations, improve lead response time, and drive pipeline growth.

Webinar LeanData Customer Spotlight: Rebuy Engine
LeanData Customer Spotlight: Rebuy Engine

Watch this on-demand webinar to learn how Rebuy is using LeanData to power seamless onboarding, customer success management, and expansion opportunities—ensuring no customer slips through the cracks.

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

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 set 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.

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