Care to share your Routing (FlowBuilder) Maps?
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Hi Everyone,
I just wanted to start by saying how much I love the fact that LeanData is allowing us (the users) to carve out a community that we can can create value from!
So, as a former employee of LeanData (1 and a 1/2 year veteran), I am now in the unique position of knowing what I know about LeanData and reverse engineering things when it comes to applying that knowledge when it comes to my BDR/ Inside Sales Team needs.
What I would absolutely love, should any of you be open to sharing your labors of love, is to get a screenshot or anything equivalent regarding what your routing map in FlowBuilder looks like.
I have an idea of what we want to do as a start-up with a scaling org, but I know that there are much smarter people out in the world that are FlowBuilder Experts and have thought of scenarios that I haven't even dreamed of yet.
Any help in setting my LD roots in place would be appreciated. And it might even be worth a lunch if you are located in the San Francisco Bay Area (I'm a sales guy at heart - bribery is my first tool of choice).
Sincerely,
Andrew Beltran
Director of Inside Sales
Ordr, Inc.
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Andrew - I'm a Salesforce Owner for a SaaS outfit in SoCal. I'd be happy to connect on Zoom to talk shop re New Lead and ReMQL routing events - it's a mix of LeanData, Pardot, and Salesforce automations [especially the ReMQL events]. The routing graph doesn't tell the whole story.
Rich Talmo
Restaurant365
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Hi Andrew,
I'd be happy to Zoom and show you our lead and contact routing/assignment FlowBuilders and SFDC lead assignment rules.
We're using LeanData to assign leads and deal registrations (our rules are very complex), to merge duplicate lead records, and auto-convert leads to contacts for partner accounts (to keep the prospect and customer leads cleaner).
We're also using LeanData Attribution.
Looking forward to meeting you!
Danita Fleck
Senior Manager Marketing Operations
(408) 348-8446
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