Resource Center

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

Video Field-Specific Merging Preferences with Cloudingo
Field-Specific Merging Preferences with Cloudingo

Combine LeanData's matching capabilities and FlowBuilder interface with the fine-grained merging capabilities of Cloudingo using the Cloudingo Merge Lead Integration Node in FlowBuilder.

Video Salesforce + LeanData = Security, Accuracy, Reliability
Salesforce + LeanData = Security, Accuracy, Reliability

LeanData's tight integration with Salesforce creates better security, greater accuracy, and increased reliability in your CRM.

Video Prioritizing the Reporting Matched Account in Routing
Prioritizing the Reporting Matched Account in Routing

Learn how to prioritize the account match stored in the reporting matched account field in LeanData from Head of Training, Kevin Au.

Video Assign Multiple Owners with a Round Robin
Assign Multiple Owners with a Round Robin

Learn how to assign multiple owners in a round robin lead distribution pool using LeanData Flow Builder tools and graphs.

Customer Story Trent’s Story: Using LeanData to Create Actual Magic in RevOps
Trent’s Story: Using LeanData to Create Actual Magic in RevOps

Trent Allen, a Certified LeanData Expert whose team was honored with an OpsStars Award in 2022, shares how LeanData integrates with other tools in the tech stack, helping to get to ROI more quickly.

Customer Story Rocket Software Increases Marketing Qualified Lead Velocity by 75%
Rocket Software Increases Marketing Qualified Lead Velocity by 75%

Just a little over a year since launching their lead transformation project, LeanData powers everything they do with handoffs between marketing and sales and they've seen a 75% increase in marketing qualified lead (MQL) velocity.

Customer Story How Lattice Significantly Reduces Lead Response Time
How Lattice Significantly Reduces Lead Response Time

How did Lattice reduce their lead response time to 10 minutes or less? Learn how LeanData automation significantly reduced speed to lead.

Customer Story Mike’s Story: Automating Complex Sales Processes
Mike’s Story: Automating Complex Sales Processes

Mike describes how LeanData makes complex sales processes easy to manage in Salesforce. By allowing him to put everything into one platform and manage it all one place, along with Audit Logs to see the details and understand exactly what's happening at any point in the process, it makes his life easier.

Video How Lattice Leverages LeanData to Manage Their Buyer Journey From End-To-End
How Lattice Leverages LeanData to Manage Their Buyer Journey From End-To-End

Learn how Lattice not only uses LeanData to manage their buyer journey from end-to-end, but to also create a powerful buyer journey using a single platform.

Video How Lattice Instantly Passes Buyers to the Right Rep
How Lattice Instantly Passes Buyers to the Right Rep

Learn how SDRs at Lattice use BookIt Handoff to instantly book next steps meetings with AEs from the Contact page in Salesforce.

Customer Story Hillary’s Story: Why LeanData Is a de Facto Standard
Hillary’s Story: Why LeanData Is a de Facto Standard

Hillary Lamb, Senior Salesforce Business Analyst, has been an avid user for many years, implementing LeanData at 3 different companies. She describes how at each company, regardless of the go-to-market strategy, LeanData has been a de facto standard.

Customer Story How Qualified’s RevOps Team Saves 150 Hours per Year With LeanData
How Qualified’s RevOps Team Saves 150 Hours per Year With LeanData

Learn how Qualified uses LeanData to automate processes around event list loads and lead routing, saving 150 hours per year.