Datasheets

Contact Management Datasheet

Datasheets that provide the latest information for understanding how LeanData is helping businesses master their complicated lead-flow process.

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Maximizing The Impact of Your Contacts Leads are only one portion of your Demand Generation funnel. But most organizations under- utilize another important component: Contacts. If you think about your key target accounts, buying signals from these accounts are a combination of qualified leads as well as contacts. PRODUCT SHEET | CONTACT MANAGEMENT Contact Management Helps In Many Ways • Lost Opportunity Re-engagement: Route contacts to the Opportunity Owner when a previously lost opportunity re- engages • Contact Reactivation: Nurture contacts that go cold and route them to correct owners upon reactivation • Upsell Management: Route new contacts from existing active accounts to the Account Team to initiate an upsell conversation Safe & secure in Salesforce • Native within Salesforce environment • Your data is never exported • LeanData maintains history of your previous routing rules ®

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