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Tips and Tricks: On-Boarding and Optimizing LeanData

Use LeanData for an Optimized Routing and Matching Strategy

Lead matching and routing rules can quickly become complex and unruly. LeanData–a native Salesforce application with a visual routing interface allows you to adapt as your revenue operations continue to grow, resulting in a more accurate match rate. But where do you begin?

Join Christine Selvaggio, Etumos LeanData expert and Reena Patel from LearnUpon as they discuss their journey with LeanData. How Reena and her team advocated (and won) for LeanData, what mistakes and successes to draw from and what results they have seen since implementation.

Walk away from this webinar with the confidence and skills to start conversations with your leadership around purchasing and on-boarding LeanData. And get the insider track on tips and tricks to use when working through implementation so you can maximize your investment.

Walk away from this webinar knowing:

  • How to sell LeanData internally
  • Key implementation steps
  • How to maximize your investment and scale for the future

Meet the Speakers

Christine Selvaggio

Christine Selvaggio

Marketing Ops Consulting Services Manager at Etumos

Reena Patel

Digital Demand Marketing Manager at LearnUpon

 

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