Lead-to-Account Matching: The Essential B2B Foundation


Technical Workshop: LeanData Matching and Routing for ABM Success

Wednesday, September 23 from 10am-12pm PT / 1-3pm ET

This event has ended. Head to our Resources Center for more on operationalizing your ABM strategy.

Struggling to operationalize your ABM strategy?

If so, join us for a virtual, technical workshop on Wednesday, September 23 to learn how LeanData’s best-in-class products can help you easily implement a scalable account-based motion.

During this technical workshop, we’ll explore common operational challenges with ABM and how to overcome them, including best practices for unifying your data with LeanData’s Lead-to-Account Matching and setting up an effective routing flow with LeanData Routing. You’ll walk away with the tools to build a successful account-based strategy across your organization and drive greater revenue team alignment.

Along with this deep-dive, there will be time for attendees to network and discuss their current challenges with peers. See below for the full agenda.

Due to the interactive nature of this event, spots are limited. Save yours today to join in on the conversation!


All times in PT

10:00 - 10:30 am: Operationalizing ABM 
10:30 - 11:00 am: ABM Foundations: Best practices for setting up Lead-to-Account Matching and a Routing flow
11:00 - 11:15 am: Breakout Discussion
11:15 - 11:45 am: Advanced Strategies: Take ABM to the next level with SLAs, routing for customer expansion, leveraging partner integrations, and account-based reporting
11:45 - 12:00 pm: Q&A


Christa Chavez

Solutions Consultant


David Lewis

Sr.  Solutions Consultant