If you had the option to consolidate 9 SaaS tools in your tech stack into one platform, would you do it? Learn the 9 SaaS tools available within the LeanData platform.
LeanData x Cognism = Better Together. Learn how: We improved our Meeting Attendance rate from 35% to 75%. LeanData ensures a < 10min response time on all inbound leads. Both were achieved by making simple tweaks and optimizes in lead management processes and this session will show you how you can do it too.
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. Here’s one example of merging two leads with different preferences for different fields.
Hear Zachary Dammann, Sr. Revenue Operations Analyst at Lattice walk through Lattice’s journey with LeanData, and how integrating BookIt into their tech stack extends the value of LeanData’s capabilities to manage all steps in their buyer journey.
Sometimes when you're using both LeanData Tagging and Routing, you may notice that LeanData routes to a different Account than it is tagged with. Here is a way to prioritize the Account Match stored in the Reporting Matched Account field.
When using Round Robins, sometimes you actually want to assign two different User fields with the Round Robin. Here is how to do that, whether you want to assign to the same User or to different Users within the same Round Robin Pool.
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.