Aktana vs. LeanData vs. Troops

If you have an organization that requires salespeople to go into the field and your organization is mid-sized, then I recommend Tact.ai for your salespeople. It is not possible to carry laptops when they are out in the field but it is possible to carry an iPad or phone. This makes their tasks easy and reduces considerable time wasted on administrative activities and increases productivity at the same time.

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It is best because it works like a native Salesforce application. It is not a campaign tool or a reporting tool. Routing match and reporting match are not the same thing. If you put every campaign exception on the graph instead of in a table, the graph diagram gets too big to maintain.

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If you use a CRM (Salesforce, Hubspot, etc.), and a work communication system (Slack, Teams), this product will be extremely helpful

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• Scan Business Cards into SalesForce
• Have the SalesForce Data Offline
• Able to log notes from meetings

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• 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.

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• Troops does a great job of bringing efficiency to the workplace. I am able to jump right to certain deals and learn details of the deals that are coming in straight from Slack. Getting all that info quickly and all in one place has been crucial for our team.
• Troops does an awesome job of notifying me when signals are shown in my accounts. It lets me focus my attention on the more important accounts, and helps me find what accounts are in the news.

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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

• Adding calendar is cumbersome. Integration between Outlook and Tact.ai is required
• Time required to log in is very high. It wastes so much time every time.
• Schedule view is limited to 2 weeks ahead only

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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

• 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.

• One thing I would like is more customization regarding the notifications I receive. Letting a user make edits to the certain notifications they get could be nice.
• Troops opens a new tab/browser every time I click on a new lead. It makes things difficult to organize with multiple tabs open.

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Have renewed 3x already. It's the best system we've seen for managing actions and outputs across multiple platforms

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It has. a really specific use case, but it has delivered all that it has promised. There has been no missing piece of the puzzle in the way we are actually using our tool; everything that was promised is in there, and we have been able to use it swimmingly.

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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.

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Every time I have had a question, challenge, or looked to submit feedback, the team was ready to live chat or hop on a phone call to discuss.

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The Salesforce app sucks and so it's not useful to do the searches that we need.

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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

I selected LeanData as it's more scalable, very user-friendly, easy to work on and be integrated with existing SFDC workflows. I really find it more visually appealing compared to Traction Complete as it's, for me, complicated, cumbersome, has a learning curve with it

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We looked at the native Salesforce "integration" with Slack, but it was brief. Troops was so much stronger that it wasn't much of a consideration.

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• We have been able to experience better performance in our sales, as we spend more time dedicated to our customers than doing administrative tasks, thanks to Tact.ai.
• Our team is more organized with clients, with meetings up to date, no delays in responding to clients, which has increased productivity and performance considerably.

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• It's allowed me more time to dig into other larger projects.
• It helps me avoid spending too much time on manual tasks like list analysis and lead routing.
• It provides audit logs so I don't waste time digging to find the source of an error.

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• Accurate forecasting.
• Streamlines our agenda.

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Independently Invited by TrustRadius

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