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
Enterprise buying decisions have always been a team effort, but the old ways of marketing—targeting individuals or entire accounts—just aren’t working anymore. LeanData makes it easy for Marketing and Sales teams to identify and engage the right people in Buying Groups.
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Keeping Round Robin pools up to date with the latest members does not have to rely on someone remembering which Users to add.
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.
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.
If you would like to test out different processes in your routing graph, here is a creative way you can distribute records down different paths in an unbiased manner and track the effectiveness of each path separately.
For those who use both 6sense and LeanData, combining the intent data you get from 6sense with the automation you can configure with LeanData will allow you to create processes.
Here's how you can use SFDC queues to incorporate alternate working hours into your routing graph.
When merging duplicate records, you might typically prefer values from the newer record. Here is one way you can ensure those values are preserved on the master record.
You want to "top off" your Account managers with fresh Accounts as they finish working their current Accounts, but you don't want any individual Account Owner to have more than a certain threshold.
Here is a way to aggregate them together so that you can regularly review them to decide whether you would like to create an Account for them.
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.
Sometimes you want to merge records, and also continue with more routing decisions and action on the merged record. Use this tip to initiate routing on merged records to continue routing after a merge.
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.
