Resource Center

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

Infographic How Ops View the State of Lead Management 2022
How Ops View the State of Lead Management 2022

Is your Ops team aligned with other functions on your revenue team? Use this infographic to facilitate conversation among your teams.

Solution Brief BookIt — Automated Scheduling by LeanData
BookIt — Automated Scheduling by LeanData

Use BookIt, LeanData's automated scheduling software, to empower your prospects to immediately book meetings with the best reps for their needs, all on their own terms.

Video Aligning Contacts with Account Owner
Aligning Contacts with Account Owner

As reps come and go and contacts and Accounts get shuffled around, find out how you can create a process for aligning contacts with account owner in Salesforce.

Video Assigning Contact Roles
Assigning Contact Roles

Learn how to associate Contacts to Opportunities in either Contact Router or Opportunity Router.

Video Handling Enrichment
Handling Enrichment

There are many enrichment vendors out there. Learn how you can accommodate any enrichment software that works with Salesforce, even without a direct LeanData integration.

Video Reassigning Inactive-Owned Records
Reassigning Inactive-Owned Records

Learn how to regularly go about reassigning inactive-owned records to active reps, without having to run manual batches.

Video Stamping Duplicate Accounts
Stamping Duplicate Accounts

Have Duplicate Accounts in your system? Learn how to use LeanData Duplicate Account matching to identify and flag duplicates.

Video User-Initiated Routing
User-Initiated Routing

Ever want to give your reps the ability to send a record through a router graph without needing admin privileges? This video will show you how to set up user-initiated routing.

Solution Brief LeanData & Salesforce Sales Engagement Integration
LeanData & Salesforce Sales Engagement Integration

LeanData Routing’s seamless integration with Salesforce Sales Engagement empowers the automated distribution of leads and contacts to sales cadences for the most relevant outreach.

Webinar Turning Buyer Signals into Buying Decisions
Turning Buyer Signals into Buying Decisions

B2B selling looks nothing like the past. The rise of digital, the explosion of buyer signals and the shift to buyer-directed sales have forged a new set of B2B selling truths. Learn how B2B growth win

Infographic 4Ps of Revenue Protection Infographic
4Ps of Revenue Protection Infographic

When economic conditions take a downward trend, RevOps must invest in a revenue protection strategy. Master the 4Ps of revenue protection.

Infographic 12 Automated Alerts You Can Do in LeanData Infographic
12 Automated Alerts You Can Do in LeanData Infographic

Learn how to enhance your operations processes with automated alerts from LeanData. Discover 12 use cases for alerts, from Opportunity creation to deal stages, partner overlaps, PLG trial periods, and more.