Overall Satisfaction with LeanData Demand Management
We use lead routing and attribution. The lead routing is used by the Sales team, while attribution is used by the Marketing team. I am the primary user of the lead routing module. This has helped me solved using more complex routing in SalesForce in an easy-to-view flow diagram that is much quicker to update and investigate than the out-of-the-box solution SalesForce offers.
- The lead routing module has saved me an immense amount of time in just a few short months we have been using the tool. I can easily investigate why a lead was routed a certain way, and instantly make changes to the routing logic if needed.
- The LeanData team that helped us implement the product was extremely helpful and knowledgeable, anticipating potential problems before they could even happen.
- The matching logic in the lead routing module is starting to pay dividends in helping us to clean up duplicate leads in an automated way.
- The price might be prohibitive for some companies. While it has really paid off for us, it would still be a luxury for smaller organizations that do not have many SalesForce users.
- Using the lead routing module has cut down the time I spend making changes to the logic by 90%, while also increasing the accuracy of changes by validating them.
- I am now able to investigate why a lead routed a certain way in a way I never was previously, helping our business to determine any tweaks to our current set-up.