LeanData’s integration with Salesloft allows a user to route prospects to the right reps.
Slack has transformed business communication– it’s the platform where work can happen.
Expertly target and engage high-value accounts when they’re ready to buy.
LeanData’s integration with Outreach allows a user to route prospects to the right reps.
All the authoritative go-to-market content you need to maximize the effectiveness and efficiency of your revenue teams
Enterprise buying decisions have always been a team effort, but the old ways of marketing—targeting individuals or entire accounts—just aren’t working anymore. LeanData makes it easy for Marketing and Sales teams to identify and engage the right people in Buying Groups.
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When routing existing records through a LeanData, you may end up assigning a record to the User who already owns it. You may want to prevent unnecessary notifications when there are no net ownership changes.
When a Round Robin Pool member is unavailable, the other members of the Pool will typically be the backup. But if you want a different User — such as the intended recipient’s manager — to be the backup instead, here is a way to set up your graph to make that assignment.
Update notifications with ease by using variables to create and manage notification snippets throughout your graph.
Have you ever needed to provide reporting on specific graph branches to determine how many records passed through certain points of your Routing Graph? Here is how you can set up your LeanData graph to capture that data in an easily reportable way.
When you manage volume with recurring routing jobs in LeanData, you leave room to prioritize more time-sensitive routing first
Setting up your graph? Get started quickly by using Routing Templates in LeanData to solve for some common routing use cases.
LeanData is great for updating records, but what if you need a way to remember and reference what a value was before LeanData updated it? Here is a way to reference pre-routing values in notifications.
If your organization uses many complex criteria for routing, you may end up with a visually cluttered graph. Here’s how to set up a Data Table in LeanData to consolidate many different decisions and actions into a single node.
At some point in your routing graphs, you may need to reference the specific entry edge through which a record entered the graph. Here is one way that you can store the entry edge of a record so that you can use it in a later routing decision.
Combine LeanData's matching capabilities and FlowBuilder interface with the fine-grained merging capabilities of Cloudingo using the Cloudingo Merge Lead Integration Node in FlowBuilder. Here’s one example of merging two leads with different preferences for different fields.
Sometimes when you're using both LeanData Tagging and Routing, you may notice that LeanData routes to a different Account than it is tagged with. Here is a way to prioritize the Account Match stored in the Reporting Matched Account field.
Learn how to assign multiple owners in a round robin lead distribution pool using LeanData Flow Builder tools and graphs.
