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.
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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.
When uploading a list, you may want to skip LeanData routing. Here is a way to exclude records from routing without affecting other records.
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.
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.
Learn how to continue routing after Lead Router converts a Lead into a Contact in this Tips & Tricks video from LeanData.
Tracking the history of certain fields is incredibly useful for troubleshooting, but there are limits to how many fields you can track in Salesforce. Here is how to set up Routing Metrics Mapping to track fields in your LeanData Logs.
You may know that LeanData can update fields, but sometimes you may need to append additional text to a field instead of replacing it entirely. Here is how to do that in LeanData Router.
As a new lead continues to interact with assets on your website, it may get updated multiple times shortly after it is created, leading to routing the record twice. Here is one way to go about preventing double routing.
Account-based marketing and selling strategies are all about the account. Learn how LeanData’s best-in-class fuzzy matching algorithm matches leads to...
In this episode of Scaling Sales Development, Rob Simmons, Vice President of Sales at LeanData, shares the four individual characteristics...
See how you can implement your account-based strategies with LeanData in this short video.
