Resource Center

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

Video BookIt — Goodbye Leaky Pipeline, Hello Speed to Lead
BookIt — Goodbye Leaky Pipeline, Hello Speed to Lead

BookIt is LeanData’s automated meeting scheduling solution that eliminates the painful back-and-forth of emails and voicemails when it comes to...

Video LeanData Modern Revenue Orchestration – Dreamforce 2022
LeanData Modern Revenue Orchestration – Dreamforce 2022

Modern Revenue Orchestration is the purposeful coordination of the people processes and plays needed to transform buyer signals into buying...

Video What is OpsStars?
What is OpsStars?

What is OpsStars? OpsStars includes, of course, the annual OpsStars Conference & Awards, of which the seventh annual conference will...

Video The Annual OpsStars Conference & Awards
The Annual OpsStars Conference & Awards

The OpsStars Annual Conference is the annual event for operations professionals to interact and engage with each other. OpsStars serves...

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...

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.