Align.ly vs. LeanData

One of the things that Align.ly was well suited for is the mass importation of our total addressable market into Salesforce from Zoominfo. They made it really easy to get accurate data in the system. But, sometimes the system will get confused if there is more than one account a lead could go into.

Incentivized

The value of LeanData directly correlates with:

1. Lead volume.
2. Sales role complexity (AEs vs. SDRs vs. Inside Sales).
3. Territory complexity (trying to route based on a combo of industry, geography, company size, and so on).
4. 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).

Incentivized

• Keeps CRM account ownership data clean.
• Helps the BDR and AE work together more smoothly.
• Matches existing leads to accounts.

Incentivized

• 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.

Incentivized

• There is a big technical functionality and I don't code.
• If I was confused I needed to go to the IT department.
• The permission settings are a little hard to navigate.

Incentivized

• 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.

Incentivized

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.

Incentivized

I wasn't part of the selection process, but I know the customer service at Align.ly is really good.

Incentivized

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.

Incentivized

• Saved time and labor.
• Made the transfer to Salesforce easier.

Incentivized

• 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.

Incentivized