Likelihood to Recommend I use 7Sheep for marketing as a sales person. This works well for me as a single user. I do not think I could use the software together with my colleagues. Although we could have separated lists the access rights might not fit our use case. It has a strong marketing focus and cannot replace a full CRM system.
Read full review The value of LeanData directly correlates with:
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). LeanData is not a valuable solution when you have a small sales team following up with a low volume of leads based on simple logic (e.g. round-robin).
Read full review Pros When preparing an event, 7Sheep takes care of pretty much everything you need to select, inform, and register participants, as well as prepare materials for the events, such as name badges and signature lists. We also use 7Sheep for reporting on communications activities. 7Sheep allows you to build simple or complex forms and questionnaires which we use both for events and independent surveys. The drag and drop HTML editor makes things look good without a lot of extra effort. Read full review 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. Read full review Cons I know that they are working on a simpler way to send a test e-mail to yourself. This will streamline my activities as well and I look forward to that system change (which was suggested by a client. I have also suggested improvements which have been implemented.) I miss an easy unsubscribe feature (like you get in MailChimp). Overall, 7Sheep's system is more flexible (good) but that does make it more complex to split up (not so good). Setting up the SPF record in our DNS system was flexible and easy but for DKIM integration we had to contact the 7Sheep support. They do not check or show the necessary records in the tool. Customer service was great, though, so not a very big problem, just a bit of a nuisance. Read full review Currently we can only troubleshoot the lasted update in the audit. If we can see the historic iterations, that would be really helpful to understand a lead's journey. Because it is so robust, stepping through some of the logic can get confusing. Read full review Likelihood to Renew The tool serves our needs and we like the user interface. The few times we contacted support they were super helpful and responsive. When we asked for more integrations they confirmed the integrations we need (e.g. Hipchat) for the near future.
Read full review Usability It is easy to use and if I do have a problem or question I receive an answer almost immediately.
Read full review Support Rating With both chat and email support I have always had enough ways to get through to them! Their support is good, honest and most importantly supportive. They helped us set up and start using the tool when we got stuck. Moving from Mailchimp where there were some semantic lessons to learn and they took the time to help us get used to 7Sheep
Read full review The team is responsive and quick. The training process was patient and thorough. I felt confident using the tool after the two-week implementation period. The initial processing of our existing leads was painfully slow, but the team worked hard to help reduce the friction of that initial implementation process. Post-implementation, the team is helpful and responsive to the question.
Read full review Alternatives Considered I've mostly used survey monkey and google forms and doodle for small inexpensive jobs - anything more sophisticated always seemed to cost more than the actual fee I charge. 7sheep does everything they do, but it automates a lot of the processing, for a cost which is affordable and makes me more efficient - as I can use my subscription for different clients.
Read full review Compared to SFDC out-of-the-box routing it is far superior. Giving you the ability to quickly make changes on the fly and test in a sandbox environment. The ability to troubleshoot leads and how they are routed is also a plus. Built-in email alerts also reduce the amount of technical debt in SFDC.
Read full review Return on Investment With the translation support we have translated forms into Spanish for our producers and this has been a really positive benefit for them as a partner. I am able to monitor interest in different products very easily and so re-target particular varieties to specific regions. Text message campaigns mean that we can directly engage: especially for physical meetings, tasting reminders and so forth. Read full review 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. Read full review ScreenShots