Resource Center

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

eBook Build vs. Buy for Lead Management: What’s Best for Your Tech Stack?
Build vs. Buy for Lead Management: What’s Best for Your Tech Stack?

Build versus buy is a dilemma for revenue teams and IT as they build a tech stack to empower their GTM motions. Discover the key decision points to evaluate to make the best tech stack decisions.

How to Fix 5 Common Breakdowns in Account-Based Motions

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Sales Playbooks 101: Foundations of Building an Efficient Sales Pipeline

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Video LeanData Lead-to-Account Matching
LeanData Lead-to-Account Matching

LeanData Lead-to-Account Matching gives your sales and marketing teams a holistic account view and arms them with the context needed...

Webinar A Day in the Life of an Operations Superstar
A Day in the Life of an Operations Superstar

Watch this webinar to find out how LeanData's Operations experts use LeanData to stay on top of their data and processes! This is session two of a three-part tactical webinar series, A Day in the Life of a Revenue Team, discussing ways to improve efficiency and quality of work with LeanData. In this session we will share how we: Automate data across the revenue engine with LeanData's best-in-class matching Utilize real-time engagement data tracking Take advantage of attribution best practices Use our favorite tools for helping us do our jobs

Video Bypassing Validation Rules
Bypassing Validation Rules

As a native Salesforce solution, LeanData is subject to any validation or duplicate prevention rules you have in Salesforce. Here is a way that you can exclude specific Users.

Video Using the Salesloft Node
Using the Salesloft Node

Some organizations use Salesloft cadences to manage sales engagement. Learn how you can incorporate LeanData's Salesloft Integration to automate follow up based on campaign activity.

Video Selective Overwriting When Merging
Selective Overwriting When Merging

When merging duplicates in LeanData sometimes you only want certain fields overwritten. Here is a way that you can selectively choose which fields you want to be overwritten on a merged record.

Video Cross Object Operations in Router
Cross Object Operations in Router

When using LeanData Router, you can begin your process on one object, then continue it on a different object. You just need to know how to identify the other object record and properly trigger it for routing purposes.

Video Update Pools with Conditional Membership
Update Pools with Conditional Membership

Keeping Round Robin pools up to date with the latest members does not have to rely on someone remembering which Users to add.

Customer Story How Maxio’s RevOps Team Used LeanData to Stay Nimble As They Merged Two Companies
How Maxio’s RevOps Team Used LeanData to Stay Nimble As They Merged Two Companies

Maxio builds and automates GTM plays in LeanData that are not only good for the business, but also create the best digital experience for the customer.

Video Summiting Silicon: Scaling the Peaks with Marketing and Sales Alignment 
Summiting Silicon: Scaling the Peaks with Marketing and Sales Alignment 

Marketing is critical in scaling the heights of success. In this session, equip yourself with invaluable insights from our esteemed marketing mountaineers who've successfully conquered these peaks.