10to8 is appointment management software from the UK company of the same name.
$0
pcm (100 appts + 2 logins)
LeanData
Score 8.8 out of 10
N/A
LeanData is a solution 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.
I still give it a 10 for appointment scheduling. It has a lot of great features for the price. Even the free option has great features. it's easy to set up and get started. It saves so much time when scheduling appointments with other people.
LeanData is best suited for lead contact or account routing. If you need Round Robins. If you need reporting on AHT. If you need normalization. If you need a way to identify inbound duplicates. If you want to set up a schedule link and calendar invites for your Sales Reps.
LeanData's UX is top notch. I love how intuitive the FlowBuilder is, and how it helps visualize a process. I don't need to use another tool to map out the flow, and then build it again in LeanData. I also love the testing feature.
LeanData support is amazing. So communicative, and helpful. They were so helpful during onboarding, and continue to be a great resource as we optimize.
Territory management/Routing/user scheduling is super easy in LeanData. Far more robust than other solutions out there.
When uploading leads from a tradeshow, if you have multiple leads from the same company, LeanData will create multiple opportunities. We created a work-around to add a delay to the second individual from each company so that LeanData would not create the duplicate opportuntity, but the ability to do that out of the box would be nice.
We have a complex salesforce instance with complicated hierarchies. Sometimes LeanData will match to the incorrect account. We would like it to match to the headquarters.
Easy to use and set up. It has a lot of great features for the price, such as syncing to calendars, auto-reminders, allows clients to reschedule or cancel, and a widget for our website.
LeanData is pretty much straightforward if you just know the basics of accessing fields and objects in SFDC, and for me, personal opinion, LeanData is more flexible compared to native SFDC flows, visual-wise. I really find LeanData very easy to work with; when something unusual happens or goes wrong, I can just use the Audit Logs and do some quick search on what really happened there on the routing as it preserves the history
I've only had to reach out to customer service twice, but both times the people that I spoke to were quick to respond, knew what they were talking about and were able to walk me through fixing the issues.
Fantastic customer success team that ensures deployment starts off on the right foot. There is room for improvement on the side of straategic planning and business consulting services offered by LeanData. I recommend working with an experienced consultant or third party who has implemented the product before.
Pricing for the options was not as affordable as 10 to 8. I could only use it for a short-term (days) for free, which wasn't appealing to me. I eventually upgraded on 10 to 8 after a few months of use because it gave me enough time to feel comfortable with it.
We were not able to devote the developer resources to solving the problem in-house at the moment in time we needed to move on this solution. We wanted (needed) a bespoke solution where implementation could be handled outside of our organization. LeanData was able to offer that and on the timescale we were beholden to.
Coordinating with students is difficult. Booking virtual classes and scheduling remote mentoring appointments and consultations are tasks that universities and colleges struggle with
