Resource Center

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

Keynote: The #1 Secret to RevOps’ Success: Transforming the Buyer and Seller Journey

Learn to understand the strategic role RevOps plays, offer great experiences to your customers, and get the visibility and common data set you need to make a positive impact on your business.

eBook 2022 OpsStars Awards: A Compilation of Award-Winning Ops Stories
2022 OpsStars Awards: A Compilation of Award-Winning Ops Stories

The OpsStars Awards recognize ops professionals for the innovative projects and programs that help their companies grow. This year’s winners exemplify the OpsStars 2022 theme — Dawn of the Revenue Gen

eBook 2022 Inbound & Outbound Sales Pipeline Performance Benchmarking Report
2022 Inbound & Outbound Sales Pipeline Performance Benchmarking Report

LeanData, in collaboration with Atrium, Clearbit, Modern Sales Pros and RevOps Squared, conducted research throughout July and August, 2022 to benchmark inbound & outbound pipeline performance.

Customer Story F5 Improves Customer Experience and Speed to Lead with LeanData Automation
F5 Improves Customer Experience and Speed to Lead with LeanData Automation

With LeanData, speed to lead and accountability are now built into the lead management process for F5 allowing them to improve the customer experience.

eBook 5 Powerful Use Cases for Scheduling Software
5 Powerful Use Cases for Scheduling Software

Automated scheduling software enhances buyers' customer experience, empowering them to immediately select a meeting time and facilitate their buying journey on their own terms.

eBook 7 Steps to a Winning Account-Based Marketing Strategy
7 Steps to a Winning Account-Based Marketing Strategy

Learn the 7 key steps you should take to build a winning ABM strategy. Get the right message to the right buyer at the right time.

eBook The State of B2B Lead Management 2022 ebook
The State of B2B Lead Management 2022 ebook

Find out what we learned from 1,700+ B2B Sales, Marketing & Operations professionals on how they're managing their leads for success...and their greatest challenges.

Webinar STEAL THAT PLAYBOOK: Ideas to Make Your Buyers Champions for Life
STEAL THAT PLAYBOOK: Ideas to Make Your Buyers Champions for Life

Join a panel of revenue experts from LeanData, UserGems and Sendoso, as they discuss tried-and-tested playbooks for activating your best champions to close more deals, drive ROI, and build lifelong loyalty.

Video Skip LeanData Routing on Bulk Uploads
Skip LeanData Routing on Bulk Uploads

When uploading a list, you may want to skip LeanData routing. Here is a way to exclude records from routing without affecting other records.

Video Looking for a Value in a Multi-Select Picklist
Looking for a Value in a Multi-Select Picklist

If you use multi-select picklists, you might want to use something like the “contains” operator to look for one of several different values in a field. Even though there isn’t a contains operator , here are two ways you can set up your nodes to look for a one out of several options in a multi-select picklist.

Video Triggering Routing on Directional Changes
Triggering Routing on Directional Changes

Sometimes you want to trigger a record to route depending on the prior value on a field, such as triggering on an increase in Lead score, but not a decrease. This will explore a way you can compare a field's new value with its prior value in determining when to trigger routing.

Video Nested Round Robin Pools
Nested Round Robin Pools

Here is one way to create a nested round robin pool in LeanData.