Content
9 modules
Instructor
Kevin Au
Description
LeanData Matching is the core of LeanData products. Understanding how LeanData Matching works will give you the foundation to learn LeanData's entire product suite.
Objectives
Course Objectives
- Learn why matching in your CRM is critical for success in B2B Revenue Operations
- Understand how the LeanData Matching Algorithm works
- Learn how you can use LeanData Tagging to level up your Salesforce Reporting and Marketing Automation
- Learn how to set up Tiebreakers & Filters
- Learn how to set up custom Field Mappings between Leads and their matched Accounts
- Learn how to adjust your LeanData Tagging settings to optimize for your organization
1.
LeanData & Salesforce
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2.
The LeanData Matching Algorithm
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3.
What Is LeanData Tagging?
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4.
See it in Action - LeanData Tagging
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5.
Set it Up - Mapped Account Fields
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6.
Set it Up - Tagging Tiebreakers & Filters
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7.
Additional Tagging Features
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8.
List Analyzer
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9.
Matching and Tagging Knowledge Check
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