Get an interactive tour of BookIt for Forms — no demo needed!

See BookIt for Forms

Resource Center

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

eBook LeanData on LeanData ebook
LeanData on LeanData ebook

Yes! We use our own technology to orchestrate GTM plays. Learn five of the most successful plays from the LeanData RevOps team playbook.

eBook The Authoritative Guide to Buying Groups
The Authoritative Guide to Buying Groups

This comprehensive guide to buying groups contains everything you need to know about this revolutionary B2B Opportunity-focused motion.

Webinar How to Book More Qualified Sales Meetings in 2024
How to Book More Qualified Sales Meetings in 2024

Hear Zachary Dammann, Sr. Revenue Operations Analyst at Lattice walk through Lattice’s journey with LeanData, and how integrating BookIt into their tech stack extends the value of LeanData’s capabilities to manage all steps in their buyer journey.

Webinar 3 Ways to Maximize Returns for Your Next Event
3 Ways to Maximize Returns for Your Next Event

Hear from Marketing Event experts at LeanData, CaptivateIQ, and Qualified on optimizing strategies that deliver the most event ROI.

eBook The Ultimate Event Management Playbook
The Ultimate Event Management Playbook

Learn the tips and tricks of event management from experienced marketers, Sales leaders, and RevOps pros.

Video Prioritizing the Reporting Matched Account in Routing
Prioritizing the Reporting Matched Account in Routing

Sometimes when you're using both LeanData Tagging and Routing, you may notice that LeanData routes to a different Account than it is tagged with. Here is a way to prioritize the Account Match stored in the Reporting Matched Account field.

Video Assigning Multiple Owners with a Round Robin
Assigning Multiple Owners with a Round Robin

When using Round Robins, sometimes you actually want to assign two different User fields with the Round Robin. Here is how to do that, whether you want to assign to the same User or to different Users within the same Round Robin Pool.

Webinar New Year, New Processes: Simple Ways to Clean (and Maintain!) Your Data
New Year, New Processes: Simple Ways to Clean (and Maintain!) Your Data

Hear from RevOps experts on data cleansing, updating processes for success, tech stack management, and methods for a sparkling new year.

Customer Story Trent’s Story: Using LeanData to Create Actual Magic in RevOps
Trent’s Story: Using LeanData to Create Actual Magic in RevOps

Trent Allen, a Certified LeanData Expert whose team was honored with an OpsStars Award in 2022, shares how LeanData integrates with other tools in the tech stack, helping to get to ROI more quickly.

Customer Story Rocket Software Increases Marketing Qualified Lead Velocity by 75%
Rocket Software Increases Marketing Qualified Lead Velocity by 75%

Just a little over a year since launching their lead transformation project, LeanData powers everything they do with handoffs between marketing and sales and they've seen a 75% increase in marketing qualified lead (MQL) velocity.

Customer Story Mike’s Story: Automating Complex Sales Processes
Mike’s Story: Automating Complex Sales Processes

Mike describes how LeanData makes complex sales processes easy to manage in Salesforce. By allowing him to put everything into one platform and manage it all one place, along with Audit Logs to see the details and understand exactly what's happening at any point in the process, it makes his life easier.

Sleighing Success: 3 Keys to Renewing Revenue in 2024

Get key insights from Maura Ginty, Fractional CMO at LeanData, and Jake Goldfield, SVP of RevOps at Salesloft for driving...