Resource Center

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

Video Reporting on Specific Graph Branches
Reporting on Specific Graph Branches

Have you ever needed to provide reporting on specific graph branches to determine how many records passed through certain points of your Routing Graph? Here is how you can set up your LeanData graph to capture that data in an easily reportable way.

Video Manage Volume with Recurring Routing Jobs
Manage Volume with Recurring Routing Jobs

When you manage volume with recurring routing jobs in LeanData, you leave room to prioritize more time-sensitive routing first

Webinar REPORT INSIGHTS: Cracking the Code of GTM Efficiency in 2024
REPORT INSIGHTS: Cracking the Code of GTM Efficiency in 2024

Learn how hundreds of B2B go-to-market leaders are shifting to opportunity-based selling, overcoming revenue process breakdowns, and using AI to streamline SDR functions.

Video Get Started Quickly by Using Routing Templates
Get Started Quickly by Using Routing Templates

Setting up your graph? Get started quickly by using Routing Templates in LeanData to solve for some common routing use cases.

Video Referencing a Prior Value in Routing
Referencing a Prior Value in Routing

Need a way to remember and reference what a value was before LeanData updated it? Learn how to reference pre-routing values in notifications.

Solution Brief Is Your Organization Ready for a Buying Group Motion?
Is Your Organization Ready for a Buying Group Motion?

Use this checklist to determine if your company is ready for a buying group motion based in Opportunities.

Buying Groups Readiness Assessment

Is your revenue team ready for Opportunity-centric motion based in Buying Groups? Use this assessment to gauge your organization’s readiness and value potential.

Webinar The Business Case for Buying Groups
The Business Case for Buying Groups

Dive into Buying Groups with perspectives and advice from marketing leaders blazing a trail in this powerful go-to-market motion.

eBook LeanData for Events: The Ops Playbook
LeanData for Events: The Ops Playbook

Using LeanData to create repeatable, revenue-driving ops processes to support events of every kind.

Video Setting Up a Data Table for Routing
Setting Up a Data Table for Routing

Do you have a visually cluttered graph? Learn how to set up a Data Table in LeanData to consolidate decisions and actions into a single node.

Video Referencing Entry Edges for Routing
Referencing Entry Edges for Routing

LeanData Head of Training Kevin Au teaches you how to store the entry edge of a record so that you can use it in a later routing decision.

eBook Graph Optimization Toolkit
Graph Optimization Toolkit

LeanData's Graph Optimization toolkit lays out practical recommendations for building, maintaining, and collaborating on a best-in-class graph.