Resource Center

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

Video Update Pools with Conditional Membership
Update Pools with Conditional Membership

Keeping Round Robin pools up to date with the latest members does not have to rely on someone remembering which Users to add.

Customer Story How Maxio’s RevOps Team Used LeanData to Stay Nimble As They Merged Two Companies
How Maxio’s RevOps Team Used LeanData to Stay Nimble As They Merged Two Companies

Maxio builds and automates GTM plays in LeanData that are not only good for the business, but also create the best digital experience for the customer.

Video Summiting Silicon: Scaling the Peaks with Marketing and Sales Alignment 
Summiting Silicon: Scaling the Peaks with Marketing and Sales Alignment 

Marketing is critical in scaling the heights of success. In this session, equip yourself with invaluable insights from our esteemed marketing mountaineers who've successfully conquered these peaks.

Video Plotting the Course: Navigating Successful Territory Planning In The Rough Terrain of 2023
Plotting the Course: Navigating Successful Territory Planning In The Rough Terrain of 2023

In this on-demand session, we delve into the world of territory planning, transforming it from a daunting forest into a familiar campsite. You will learn to recognize the natural patterns of account distribution, adapt to shifting market landscapes, and guide your reps in navigating their own territories with confidence.

Video Referencing Different Matches with Variables
Referencing Different Matches with Variables

Sometimes you need to use different matches for different purposes. LeanData's Object Variables will allow you to store different matches in different Variables and reference them whenever you need.

Customer Story Everbridge Enhances Lead Management and Improves Buying Experience
Everbridge Enhances Lead Management and Improves Buying Experience

Everbridge was experiencing multiple inefficiencies in their lead management process. They recognized the importance of one platform that could support the company’s complex needs and implemented LeanData.

Video Updating Related Records
Updating Related Records

Do you ever need to update a different record than the one you are routing, such as a Matched Account, or a Related Activity? We walk through how you can do so using LeanData's Update Record Node.

Customer Story Saviynt Sees 53% Increase in Lead-to-Account Matches, Saving 5 Hours Per Week with LeanData
Saviynt Sees 53% Increase in Lead-to-Account Matches, Saving 5 Hours Per Week with LeanData

Saviynt uses LeanData to automatically and accurately match leads to existing accounts and to enable custom routing rules and facilitate speedy delivery of leads to the right reps at the right time, increasing efficiencies and response time. 

Customer Story 6sense Increases Pipeline by 60% Using LeanData
6sense Increases Pipeline by 60% Using LeanData

6sense increased pipeline by 60% by using LeanData Matching and Routing, enabling them to work more opportunities and increase their odds of winning.

Customer Story NextRoll Scales and Adapts Their Global GTM Strategy Using LeanData
NextRoll Scales and Adapts Their Global GTM Strategy Using LeanData

NextRoll routes thousands of leads per month with a great amount of flexibility, enabling them to be adaptive, quickly adjusting and executing their go-to-market strategies.

Customer Story Trifacta Reduces Lead Response Time from Days to Hours with LeanData
Trifacta Reduces Lead Response Time from Days to Hours with LeanData

Learn how Trifacta improved lead response time and increased opportunity creation using LeanData.

Customer Story BrightTALK Rapidly Responds to Leads and Measures Success with LeanData
BrightTALK Rapidly Responds to Leads and Measures Success with LeanData

BrightTALK uses LeanData to align their data, rapidly respond to leads, and easily share their data across a global organization. See why they say the benefits are endless.