AdRoll ABM vs. LeanData

RollWorks is fantastic for businesses whose websites are the engine that drive their business. Got lots of great content you can redirect your leads to? Then a RollWorks campaign will do that perfectly. If your site isn't the engine that drives your business, or if you don't have a target lead the list with email addresses/domains, then RollWorks may not be the best product for you.

Incentivized

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.

Incentivized

• It helps you intimately target users from your targeted accounts list on multiple advertising platforms in a highly effective way.
• Their customer success and support team are always willing to go the extra mile to ensure your success.
• The reporting capabilities of the platform. The ability to really dig deep into the micro-interactions from accounts and contacts across your targeted accounts list.

Incentivized

• 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.

Incentivized

• The price is a little high for the product provided.
• Some features require a certain number of won opportunities or open opportunities to leverage, which could be difficult for a small/new business.
• This product has fewer features than some competitors like it does not include attribution modeling for other pieces of the funnel or predictive models I have seen in other products.

Incentivized

• 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.

Incentivized

Due to the fast impact of RollWorks in a short period of time across both marketing and sales. What is unusual about the RollWorks in our annual budgeting process is that there is no need to provide a business case for RollWorks' renewal. We see the value on a daily basis. RollWorks has provided clear insight up to the C level so there is no hard sell at the executive level. All stakeholders across the organization consider RollWorks to be a long-term, integral part of our marketing stack. We always are evaluating substitutes for current tech stack providers but feel that RollWorks is unmatched in its space

Incentivized

It has become instrumental in our organization

RollWorks has the most intuitive interface of any tool in our multi-platform marketing stack. Any user who has worked with a CRM tool will find it much easier than say a HubSpot or Salesforce to set up and launch quickly. The adoption curve for maturing capabilities and usage is very short.

Incentivized

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

Incentivized

We have no issues with uptime or downtime with RollWorks. The application runs consistently. I don't recall a bug or outage issue in the year that we have been users of RollWorks. The true test is complaints from our user base - there have been none at all which is unusual for our marketing stack applications.

Incentivized

The RollWorks interface performs well. The load time has no noticeable friction. Reports are delivered quickly and easily. We integrate RollWorks with our Hubspot and Google Analytics platforms. There were a few tweaks to get those integrations working in sync but the RollWorks account team was there to help with anything our internal technical team couldn't solve.

Incentivized

Our CSM has been incredible, she is proactive when it comes to making account recommendations and makes an effort to stay up to date with the company and our campaigns and initiatives. Her reporting and analysis have been transparent and helpful and she is very engaged in the account insights. Love working with her!

Incentivized

There is no way I would have such a successful implementation of this product without the implementation and support team. They have been patient, helpful, and very responsive. Even after I had gone live and had been so for a while, our org and thus our criteria had changed. They continued to help me make the necessary tweaks to ensure I was up and running.

Incentivized

We implemented RollWorks during the pandemic and across geographies. Therefore in-person training was not an option. We felt that we got the full impact of an in-person training experience from the RollWorks team, and that in-person training would actually have been less effective for us due to the expense and logistics. It is rare that we consider online training to be as effective as in-person so this is a credit to the RollWorks account team.

Incentivized

RollWorks implementation couldn't have gone more smoothly. A key success factor is inclusion and early involvement of all those who will be working with RollWorks in any way to go through the set up and launch process. We thought through and brought the right players to the table to take full advantage of the RollWorks training direct from the team - rather than having to train others one off later

Incentivized

I feel RollWorks as a platform was the easiest to use and navigate versus the others on this list given our maturing and requirements. Also, the RollWorks platform was the most cost-effective. Also, the team at RollWorks was the easiest to reach to set up a quick demo and in their follow-ups.

Incentivized

Before LeanData, we mainly relied on Salesforce and its native automation support. But that is one more complex one, and making changes in there takes a lot of time. LeanData provides a more visual and scalable approach than managing multiple Salesforce automations.

Incentivized

RollWorks had various options that allowed us to choose the right one for our current situation. We felt that RollWorks gave us the flexibility to start at a certain level within our core marketing and sales teams and then easily add users as our functions are expanding. RollWorks offers upgraded levels of plans and add on features that we can foresee using in the future.

Incentivized

• Tough to say the exact impact, although RollWorks tries to help you show that. They include an ROI measure tied to your pipeline. But it's not really possible to say that because 1 person at an account MAY have seen our ad that it influenced a buy. It's a little hocus pocus here.
• Our target audience is not very active in LinkedIn so we need to find ways to get in front of them outside of this business channel. Our thought/hope is that RollWorks is helping us do that.

Incentivized

• We had a rough initial roll-out which negatively affected confidence in LeanData for some on the organization. We have since implemented a re-launch. This second launch went very well, but we still face in internal battle to re-gain confidence in the solution. Overall, it is working very well now.
• We have seen an accelerated lead response time as we can get leads into the hands of reps faster. We can now create hundreds of opportunities and assign them to reps in approximately one hour. Extremely scalable. We can create 100 opportunities in the same amount of time it takes to create 1.
• Automating previously manual processes has helped us take a headcount and assign that person other responsibilities as they are not spending as much time manually processing leads.