Getting Started with LeanData

Welcome! If you are on this page it probably means you are new to LeanData. This page is a curated collection of guides to help you get started.

If you are just starting your journey with LeanData, please check out this learning path we created for new users.

If you are new to LeanData and have decided to implement on your own, we’ve created a Self-Implementation Guide to walk you through step-by-step.

Once you’ve implemented LeanData, here are some recommended resources to continue learning how to make the most of it.  

 

Matching: View and Tagging

• Video: The LeanData Matching Algorithm. A 10 minute overview on how the algorithm works.

• Matching and Tagging Overview - Learn how to set up additional Tagging Fields, utilize Tiebreakers, manage settings for Domain Matching, along with how to run a One-Time Tagging job.

Routing

• Lead Routing Overview - Get an overview of working with LeanData Routing and how you can automate your Lead distribution.
  
  
• Lead Routing Templates - Learn by example. Our Lead Routing Templates can help you get started using some basic Routing configurations.
  
  
• Round Robin Overview - Ready to use Round Robins to distribute your Leads among your reps? Round Robins can help with evenly distributing Leads to all members of the Team.
  
  
• Territory Overview - Do you Route by territories? Our Territory node can manage your Territories and make routing to Territories easy to manage.
  
  
• Time-Based Routing - With LeanData's Time-based Routing, you can add a time component to your routing decisions. This allows you to hold your sales team accountable towards acting in a time-bound manner, thus ensuring that customers receive prompt responses from your business.
  

Insights and Reporting

• Routing Deployment and Insights - Need to find out how your Leads are routing? Check out LeanData’s tools for troubleshooting your Lead distribution.
  
  
• Audit Logs Guide - Additional tool for troubleshooting individual records. Audit Logs give you the complete path a Lead took during routing.

Integrations

• Slack FlowBuilder Integration -  Accelerate speed to Lead, respond, and engage by sending Slack messages to reps directly from LeanData FlowBuilder. Utilize the power of matching and routing to send the right messages to the right reps at the right time.
• Learn how to speed up your sales process by automatically adding People to Salesloft Cadences or Outreach Sequences directly from LeanData FlowBuilder.

Routing Certification

If you have all this down and want to take your skills to the next level, get LeanData Routing Certified! Join our team as they lead a day-long training course followed by a Certification Exam. Learn more here.