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
Hidden stakeholders like Finance, IT, and Legal could be quietly stalling your deals. Learn how to find and win them over before it’s too late.
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Successful sales territory management begins with effective sales territory planning. Use this easy-to-follow infographic from LeanData to create & execute upon your own winning sales territory plan.
Always answering questions about why records were routed the way they were? Give your Users a direct link to the audit logs to investigate on their own.
Learn how to initiate routing on merged records to continue routing after a merge from LeanData Head of Training, Kevin Au.
Is your Ops team aligned with other functions on your revenue team? Use this infographic to facilitate conversation among your teams.
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.
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.
Learn how to associate Contacts to Opportunities in either Contact Router or Opportunity Router.
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.
Learn how to regularly go about reassigning inactive-owned records to active reps, without having to run manual batches.
Have Duplicate Accounts in your system? Learn how to use LeanData Duplicate Account matching to identify and flag duplicates.
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.
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.
