The Myth vs. Reality of LeanData Implementation
One common claim from competitors is that LeanData takes a long time to implement.
The truth?
It’s not complicated — especially if you take advantage of in-platform features designed to get you up and running quickly.
What our competitors miss is that LeanData is built for speed and efficiency.
With tools like routing templates, routing snippets, and routing previews, you can set up your routing logic, test your process, and launch with confidence, without wasting time.
Our goal is simple:
- Reduce the time you spend creating graphs
- See immediate impact
- Empower you to experiment and optimize
So here’s how you can fast-track your LeanData implementation.
#1 Use Routing Templates to Build Faster
To start with, creating a lead routing process from scratch can be time-consuming. That’s why we offer pre-built routing templates in our FlowBuilder to help you get started quickly.
These templates represent common go-to-market motions and can be easily customized to match your business needs.
Example:
Need to set up a basic round-robin lead assignment? Grab the template and customize it with a few tweaks. No need to reinvent the wheel—just adjust the nodes to fit your sales team structure, and you’re ready to go.
Routing Graph Template Library
The LeanData Routing Templates Library includes 18 downloadable templates available for leads, contacts, accounts, and cases. Many of the templates include a step-by-step Tourial for common scenarios like deduping, merging, account matching and round robin distribution.
Reduce Time Spent Creating Graphs: Save time and minimize mistakes when building new graphs in FlowBuilder. Easily clone and customize to meet the demands of your organization.
Shorten Time-to-Value: See immediate value and impact while onboarding with LeanData, leveraging custom templates to get a running start optimizing your revenue orchestration.
Experiment With Routing Functionalities: Try out LeanData’s routing capabilities for other objects, and get ideas for what you might be able to do in your organization. Use relevant parts of the templates to expand your routing capabilities.
#2 Save Time with Routing Snippets
Routing snippets are reusable pieces of logic you can copy and paste into different parts of your routing graph. Think of them as building blocks you can use again and again.
If you’ve created a complex routing process that works well, there’s no need to rebuild it from scratch for every graph. Just save it as a snippet and drop it in when needed.
You can access LeanData’s library of routing snippets in two places:
- On the FlowBuilder Tile Page
- From within an individual graph.
These snippets cover all kinds of use cases, including:
- Integrations – Seamlessly connect with other tools
- Cross-Object Orchestration – Coordinate multiple objects in Salesforce
- SLA Enforcement – Ensure timely follow-ups and response tracking
- Record Qualification and Conversion – Automate lead and opportunity management
- Data Hygiene – Keep your records clean and up to date
- BookIt – Simplify meeting scheduling flows
LeanData power users swear by routing snippets because they eliminate repetitive work, ensure consistency across graphs, and make future builds a whole lot faster.
#3 Test Before You Deploy with Routing Previews
Ever worry about launching a new routing graph and discovering it doesn’t work as expected? Routing previews eliminate that guesswork. This feature lets you test your graph in a safe environment before it goes live.
You’ll see exactly how leads will be routed in real-time, helping you catch and fix mistakes early.
The result? Smoother deployments and fewer headaches.
Routing Preview FAQs
If I want to test notifications, will notifications be sent when using Routing Preview?
- Any LeanData notifications will be sent to the User who is running Routing Preview, not to the notification recipients specified in the graph.
Will Integrations Nodes work in Routing Preview?
- No callouts will be made to any integrations. Integration nodes are not currently supported in Routing Preview.
Will Hold Until Nodes work in Routing Preview?
- Routing Preview can only test and preview outcomes up to the point of a hold until node. Routing Preview cannot continue past a Hold Until Node.
Choose the Right Implementation Path
LeanData offers flexible implementation options to fit your needs. You can take the self-implementation route if your setup is straightforward, or work with our Professional Services team if you want more guidance. Either way, we provide the resources to make your implementation successful.
Self-Implementation Tips:
Self-implementation is feasible for smaller teams with straightforward requirements. LeanData would simply partner with you for provisioning.
- Use our extensive training materials in the LeanData Learning Center and LeanData Help Center.
- Attend monthly live webinars for hands-on guidance.
Guided Implementation:
- Work with a dedicated LeanData Professional Services consultant to design, test, and deploy your setup.
- Get ongoing support during and after implementation.
Check out our implementation guide here: Getting Started with LeanData.
Real Customer Wins with Quick Setup
When Snowflake launched an SDR team in Korea, that particular team needed to know essential information about their territories and accounts. However, Snowflake SalesOps also wanted to feed the SDRs relevant buyer signals at the right time — signals which formerly had been sent to a different team, a continent away in Singapore.
Using LeanData routing, Snowflake SalesOps was able to set up an entirely new GTM motion and launch, from a demand generation perspective, in a new country in just a few clicks.
Travis Henry, Sr. Director Marketing and SDR Operations, said, “Without LeanData, it would have been a bottleneck to launch that market and that team.”
Maximize Your LeanData Setup
Once you’ve got your initial setup running, keep building on your success with these additional resources:
- Monthly Training Webinars and Expert Hours: Learn how to maintain and optimize your routing graphs.
- LeanData Certification: Become a certified expert and level up your skills.
- OpsStars Community: Connect with other operations pros to share tips and best practices.
Start Fast, Succeed Faster
LeanData is trusted by thousands of companies to streamline lead routing, improve data quality, and accelerate time-to-value. Our customers consistently report increased efficiency, faster response times, and smoother operations after implementing LeanData.
Simply put, LeanData helps revenue teams do more with less.
Further, with features like routing templates, snippets, and previews, the platform makes setup quick and straightforward.
LeanData isn’t just a tool. It’s a proven solution that helps businesses achieve their goals faster.
Kim Peterson
Kim Peterson is the Manager of Content Strategy at LeanData where she digs deep into all aspects of the revenue process and shares her findings across multiple content channels. Kim's writing experiences span tech companies, stunt blogging, education, and the real estate industry. Connect with Kim on LinkedIn.
