Overview
What is LeanData?
LeadData is built around account-based nurturing and account-based reporting. The nurturing aspect allows users to segment inbound leads by account details such as owner, active opportunity, customer, and sales stage. This is available with any marketing automation platform synced to…
TrustRadius Insights
Leandata offers robust routing and matching capabilities
LeanData is Marketing and Sale's best friend!
LeanData is mandatory, unless your company has low lead volume and sales complexity
Great product for high volume lead flow, and all Sales Ops Leaders
LeanData Lead2Account matching help speed up lead prosecution and organize SFDC.
Lead Routing Time Saver
Best in class product for matching leads to accounts.
A Great Product that Has Saved Me an Immense Amount of Time
Great Product, Even Better Staff...Bye Bye Dupes
Lead routing and duplicate management. We decided to take the plunge with LeanData a few months ago after reevaluating our technology …
Greatest Lead Matching Routing and converting tool
Reviewer Pros & Cons
Pricing
What is LeanData?
LeadData is built around account-based nurturing and account-based reporting. The nurturing aspect allows users to segment inbound leads by account details such as owner, active opportunity, customer, and sales stage. This is available with any marketing automation platform synced to…
Entry-level set up fee?
- No setup fee
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- Free Trial
- Free/Freemium Version
- Premium Consulting/Integration Services
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Alternatives Pricing
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Product Demos
LeanData AppExchange Demo Video
Product Details
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- Tech Details
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What is LeanData?
LeanData Technical Details
Operating Systems | Unspecified |
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Mobile Application | No |
Frequently Asked Questions
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Reviews and Ratings
(41)Community Insights
- Business Problems Solved
- Recommendations
LeanData is a valuable tool recommended for companies that have achieved scale and sophistication in their sales and revenue operations. Users praise LeanData for its ability to orchestrate the demand flowing into an organization, allowing for precise routing based on account data, opportunity data, and other business logic. This solves the problem of connecting customer interest with the best person in the organization to serve that interest, eliminating the need for complex Salesforce Lead Routing Rules.
LeanData is primarily owned by Revenue/Sales/Marketing Ops teams but directly benefits sales, sales development, marketing, partnerships, and customer success functions. Users appreciate LeanData's Lead2Account Matching Engine, which provides a truly automated Round Robin system for new leads while handling complex filters and rules for routing. Additionally, LeanData's Account2Account feature complements the Lead2Account Matching Engine by efficiently managing lead/account/opportunity territory assignments.
Customers find LeanData especially helpful in addressing pain points related to lead routing and duplicate management. Its efficient and easy-to-use lead routing solution surpasses Salesforce's out-of-the-box offering. Moreover, LeanData excels at lead matching to accounts, auto conversion to contacts, and advanced routing to users and queues. With thousands of leads pouring into Salesforce daily, LeanData effectively manages sorting, classification, and deduplication.
Users also emphasize the outstanding support provided by the LeanData team throughout onboarding and implementation. The Customer Success Manager receives particular praise for their understanding of organizational needs. Overall, LeanData proves invaluable for lead routing and attribution, benefiting both sales and marketing teams. Its scalability allows it to handle large volumes of records and users with ease. By providing highly automated solutions for complex routing rules, LeanData offers efficient lead distribution, account matching, and lead transferring capabilities.
Based on user reviews, there are three common recommendations for LeanData:
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It is recommended to have a clear understanding of how leads should be routed before using LeanData. The tool can get complex, so fully fleshing out use cases and mapping out the lead process will help make the most of it.
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Users suggest contacting LeanData if the tool isn't performing as expected. They are happy to help and resolve any issues that may arise during usage.
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Collaborating with others in the organization is advised to think strategically about what to build with LeanData. Connecting with LeanData, asking questions, receiving a demo, and comparing it to other vendors will help in making informed decisions.
Overall, users highly recommend LeanData as a comprehensive solution for automating lead routing and solving Lead to Account matching functionality missing in Salesforce. It is seen as valuable for sales teams and provides flexibility to sales managers. While implementation may require working closely with a Customer Success Manager (CSM) and Solutions Engineer (SE), users are generally satisfied with the tool's performance and recommend it for complex lead distribution and better coordination between marketing and sales efforts.
Attribute Ratings
Reviews
(1-4 of 4)LeanData is mandatory, unless your company has low lead volume and sales complexity
LeanData orchestrates all of the demand flowing into an organization (typically in the form of leads) and allows very precise logic for routing that demand based on account data, opportunity data, and other business logic. Essentially it solves the problem of connecting customer interest to the best person in your organization that can serve that interest. Typically companies have a painful slew of Salesforce Lead Routing Rules in place before adopting LeanData. Not only are those rules difficult to update/maintain, they simply can't account for most of the routing use cases that you encounter at scale. Most often we see Revenue/Sales/Marketing Ops owning LeanData, but it directly benefits sales, sales development, marketing, partnerships, and customer success functions.
- Lead-to-Account Matching. LeanData has far and away the best fuzzy matching system for identifying the appropriate Account where a particular Lead belongs.
- Lead Routing. LeanData's visual routing canvas allows business users to construct very sophisticated, yet reliable, routing branches that determine what to do with every lead (both new and existing) based on business rules.
- Reporting Functionality. Great log information about what happened to individual leads, but the dashboarding in the product could be more robust.
- Territory Rules. The product does not take advantage of existing territory logic that you may have in Salesforce.com. You need to "re-build" territory ownership in the product. Not necessarily a con as this can functionally replace much of what's in SFDC.
- Lead volume.
- Sales role complexity (AEs vs. SDRs vs. Inside Sales).
- Territory complexity (trying to route based on a combo of industry, geography, company size, and so on).
- Account complexity (selling to large corporate entities with many subsidiaries that may be "owned" by different folks in your organization).
- Higher ROI on marketing spend. Getting leads to the right people means they get followed up with faster and convert at a higher rate.
- Supporting account-based strategies. It's impossible to execute an account-based strategy without LeanData. Period.
The only reason to go with these solutions is that they are much cheaper than LeanData. If you are on a very tight budget, then they may be right for you.
Great product for high volume lead flow, and all Sales Ops Leaders
- Allows us to incorporate almost any filter or type of update (including "has changed" in addition to equals, does not equal, etc.) to direct leads down a path specific to our needs based on Lead Source.
- Allows us to manage our territory assignments relatively easily.
- Since our decision flow is relatively complex, LeanData Lead2Account Matching Engine can isolate and determine how a specific or a group of leads went through the flow process and where they encountered an error or unexpected behavior. This allows us to fine-tune and make sure everything is working as we expect it should.
- Their implementation & support organizations are top-notch! The product is excellent, but it's only realized because of the implementation team's commitment to helping me be successful.
- Updating new territory mapping is a little arduous. Mostly it's time-consuming, but based on how sophisticated the rest of their solution is, I would think this could be a little slicker.
- It's ensured parity and equal opportunity to succeed amongst our SDR team from several leads provided standpoint.
- Confidence that the leads are flowing to the right individuals. Our volume is too high for someone to manage this manually, so this automation is a great time saver.
- LeanData's routing interface is fairly easy to use with a bit of training. The visual interface makes the rules process as easy as it can be - which can still be complicated!
- LeanData's ability to match Leads to accounts and user account attributes to add leads to automation flows is extremely helpful in prosecuting and sorting leads.
- LeanData has a host of interesting features that it's easy to lose track of. Periodic re-familiarization of the features available can add additional value to the org following initial purchase and implementation.
- The visual interface is easy to use, but not intuitive. Many of the design decisions make a ton of sense- with training- but it can be hard to explain to laypeople.
- Bits and pieces of the architecture (such as territory management and round queues) are separated from the core routing graph interface - there are many parts to keep track of.
- The enrichment you can get from accounts is only as good as the enrichment of your accounts. If your account information is bad, the attributes you can match to leads will be bad. Data quality matters.
- This has made our lead prosecution way more powerful.
- Tracking errors, maintaining the routing graph and adjusting the territories can be time-intensive failure to be on top of it can block business processes.
- This technology essentially unlocked the target account activity tracking at the lead level.
Lead Routing Time Saver
- Powerful lead matching tool
- Avoids dupes
- Lead distribution automation
- Complicated UI
- Hard to learn because you aren’t in it a lot
- What they consider a “user” is annoying
- Saves time cleaning data
- Makes distribution easy
- Helps Leads get routed to the right reps