AdRoll is a connected advertising platform designed to assist growth-oriented marketers in navigating the complexities of digital advertising. This software solution provides a suite of tools that help mid-sized businesses to develope marketing strategies that drive customer engagement and conversion. Targeted primarily at mid-sized businesses across various industries such as ecommerce, technology, financial services, and education, AdRoll caters to marketers…
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LeanData
Score8.7 out of 10
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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 feel the RollWorks platform is a great way to dip your toes into an account-based marketing approach. The easy-to-use features and limited initial requirements as a great way to understand the pillars of a good B2B or account-based strategy. I also feel the support team is strong, especially during onboarding.
A de minimis incentive was given to thank the reviewer for their time. The incentive was not used to bias or drive a particular response, nor was the incentive contingent on a positive endorsement. More Info
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.
A de minimis incentive was given to thank the reviewer for their time. The incentive was not used to bias or drive a particular response, nor was the incentive contingent on a positive endorsement. More Info
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.
A de minimis incentive was given to thank the reviewer for their time. The incentive was not used to bias or drive a particular response, nor was the incentive contingent on a positive endorsement. TR verified that a representative sample of customers was invited. More Info
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.
A de minimis incentive was given to thank the reviewer for their time. The incentive was not used to bias or drive a particular response, nor was the incentive contingent on a positive endorsement. More Info
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.
A de minimis incentive was given to thank the reviewer for their time. The incentive was not used to bias or drive a particular response, nor was the incentive contingent on a positive endorsement. TR verified that a representative sample of customers was invited. More Info
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.
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
A de minimis incentive was given to thank the reviewer for their time. The incentive was not used to bias or drive a particular response, nor was the incentive contingent on a positive endorsement. More Info
A de minimis incentive was given to thank the reviewer for their time. The incentive was not used to bias or drive a particular response, nor was the incentive contingent on a positive endorsement. More Info
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.
A de minimis incentive was given to thank the reviewer for their time. The incentive was not used to bias or drive a particular response, nor was the incentive contingent on a positive endorsement. More Info
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
A de minimis incentive was given to thank the reviewer for their time. The incentive was not used to bias or drive a particular response, nor was the incentive contingent on a positive endorsement. More Info
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.
A de minimis incentive was given to thank the reviewer for their time. The incentive was not used to bias or drive a particular response, nor was the incentive contingent on a positive endorsement. More Info
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.
A de minimis incentive was given to thank the reviewer for their time. The incentive was not used to bias or drive a particular response, nor was the incentive contingent on a positive endorsement. More Info
The RollWorks support team has been fantastic any time I've needed to contact them. About a year ago, I made a gross user error on my end and they were quick and kind, helping me rectify it. As far as implementation, the set-up of RollWorks is mostly self-guided, but it's incredibly intuitive.
A de minimis incentive was given to thank the reviewer for their time. The incentive was not used to bias or drive a particular response, nor was the incentive contingent on a positive endorsement. More Info
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.
A de minimis incentive was given to thank the reviewer for their time. The incentive was not used to bias or drive a particular response, nor was the incentive contingent on a positive endorsement. More Info
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.
A de minimis incentive was given to thank the reviewer for their time. The incentive was not used to bias or drive a particular response, nor was the incentive contingent on a positive endorsement. More Info
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
A de minimis incentive was given to thank the reviewer for their time. The incentive was not used to bias or drive a particular response, nor was the incentive contingent on a positive endorsement. More Info
The major difference I have seen between Rollworks and competitors is that Rollworks seems to be a much less complex platform. While other tools focus on things like personalization, sales activation, and automation, Rollworks focuses on target accounts and advertising which eliminates distractions and allows us to really focus on what the tool was made for rather than investing in a larger scale tool that we won't get our money worth from.
A de minimis incentive was given to thank the reviewer for their time. The incentive was not used to bias or drive a particular response, nor was the incentive contingent on a positive endorsement. TR verified that a representative sample of customers was invited. More Info
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.
A de minimis incentive was given to thank the reviewer for their time. The incentive was not used to bias or drive a particular response, nor was the incentive contingent on a positive endorsement. More Info
A de minimis incentive was given to thank the reviewer for their time. The incentive was not used to bias or drive a particular response, nor was the incentive contingent on a positive endorsement. More Info
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.
A de minimis incentive was given to thank the reviewer for their time. The incentive was not used to bias or drive a particular response, nor was the incentive contingent on a positive endorsement. More Info
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.
A de minimis incentive was given to thank the reviewer for their time. The incentive was not used to bias or drive a particular response, nor was the incentive contingent on a positive endorsement. More Info
A de minimis incentive was given to thank the reviewer for their time. The incentive was not used to bias or drive a particular response, nor was the incentive contingent on a positive endorsement. TR verified that a representative sample of customers was invited. More Info
