Resource Center

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

Customer Story Bitrise Revs Up Lead Routing and Meeting Scheduling with LeanData
Bitrise Revs Up Lead Routing and Meeting Scheduling with LeanData

A geographically dispersed operations team at Bitrise struggled to manage lead routing and scheduling in two different platforms. LeanData's user-friendly interface and centralized platform offered a clear solution.

Customer Story Rebuy Scales Revenue Operations with the LeanData Platform
Rebuy Scales Revenue Operations with the LeanData Platform

With LeanData, Rebuy has transformed cumbersome manual processes into streamlined efficiencies. With the adoption of LeanData, Rebuy is not merely growing, it's making operational efficiency a catalyst for its success.

Video Salesforce + LeanData = Security, Accuracy, Reliability
Salesforce + LeanData = Security, Accuracy, Reliability

LeanData's tight integration with Salesforce creates better security, greater accuracy, and increased reliability in your CRM.

eBook LeanData on LeanData ebook
LeanData on LeanData ebook

Yes! We use our own technology to orchestrate GTM plays. Learn five of the most successful plays from the LeanData RevOps team playbook.

eBook The Authoritative Guide to Buying Groups
The Authoritative Guide to Buying Groups

This comprehensive guide to buying groups contains everything you need to know about this revolutionary B2B Opportunity-focused motion.

eBook The Ultimate Event Management Playbook
The Ultimate Event Management Playbook

Learn the tips and tricks of event management from experienced marketers, Sales leaders, and RevOps pros.

Webinar New Year, New Processes: Simple Ways to Clean (and Maintain!) Your Data
New Year, New Processes: Simple Ways to Clean (and Maintain!) Your Data

Hear from RevOps experts on data cleansing, updating processes for success, tech stack management, and methods for a sparkling new year.

Customer Story Trent’s Story: Using LeanData to Create Actual Magic in RevOps
Trent’s Story: Using LeanData to Create Actual Magic in RevOps

Trent Allen, a Certified LeanData Expert whose team was honored with an OpsStars Award in 2022, shares how LeanData integrates with other tools in the tech stack, helping to get to ROI more quickly.

Customer Story Rocket Software Increases Marketing Qualified Lead Velocity by 75%
Rocket Software Increases Marketing Qualified Lead Velocity by 75%

Just a little over a year since launching their lead transformation project, LeanData powers everything they do with handoffs between marketing and sales and they've seen a 75% increase in marketing qualified lead (MQL) velocity.

Customer Story Mike’s Story: Automating Complex Sales Processes
Mike’s Story: Automating Complex Sales Processes

Mike describes how LeanData makes complex sales processes easy to manage in Salesforce. By allowing him to put everything into one platform and manage it all one place, along with Audit Logs to see the details and understand exactly what's happening at any point in the process, it makes his life easier.

Video How Lattice Leverages LeanData to Manage Their Buyer Journey From End-To-End
How Lattice Leverages LeanData to Manage Their Buyer Journey From End-To-End

Learn how Lattice not only uses LeanData to manage their buyer journey from end-to-end, but to also create a powerful buyer journey using a single platform.

Video How Lattice Instantly Passes Buyers to the Right Rep
How Lattice Instantly Passes Buyers to the Right Rep

Learn how SDRs at Lattice use BookIt Handoff to instantly book next steps meetings with AEs from the Contact page in Salesforce.