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

Video Nested Round Robin Pools
Nested Round Robin Pools

Here is one way to create a nested round robin pool in LeanData.

Video Continuing Routing after Conversion
Continuing Routing after Conversion

Learn how to continue routing after Lead Router converts a Lead into a Contact in this Tips & Tricks video from LeanData.

Video Track Fields with Routing Metrics Mapping
Track Fields with Routing Metrics Mapping

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.

Video Appending Text to a Field
Appending Text to a Field

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.

Video Preventing Double Routing
Preventing Double Routing

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.

Video Account-Based Lead Routing With LeanData
Account-Based Lead Routing With LeanData

Account-based marketing and selling strategies are all about the account. Learn how LeanData’s best-in-class fuzzy matching algorithm matches leads to...

Video Inbound Lead Routing With LeanData
Inbound Lead Routing With LeanData

Speed to lead, your lead response time, is critical in winning your Inbound customers. There are no consolation prizes for...

Video LeanData Routing Explainer Video
LeanData Routing Explainer Video

LeanData Routing helps sales, marketing and operations teams collaborate and easily build complex lead, contacts, and account distribution flows with...

Demo LeanData AppExchange Demo Video
LeanData AppExchange Demo Video

Check out LeanData and its 5-star rating on AppExchange: https://appexchange.salesforce.com/ap…

Webinar LeanData Getting Started Webinar
LeanData Getting Started Webinar

In the LeanData Getting Started Webinar, you'll get up to speed on how to maintain your LeanData configuration in your Salesforce instance.

Customer Story Zuora Increases Pipeline with Revenue Orchestration Platform LeanData
Zuora Increases Pipeline with Revenue Orchestration Platform LeanData

Speed to lead was a key indicator of conversion rates and as a result of implementing LeanData, Zuora’s speed to lead went from 1-2 days down to less than a minute.

Demo An Overview Demo of the LeanData Revenue Orchestration Platform
An Overview Demo of the LeanData Revenue Orchestration Platform

This video provides a quick overview of LeanData’s Revenue Orchestration platform, an essential element in today’s modern, more efficient, revenue...