Assistant.to is online scheduling software from the San Francisco based company of the same name.
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LeanData
Score 8.8 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.
Assistant.to is well suited for anyone working with a large number of clients at once who need to schedule multiple meetings. If those clients do not have a background in online scheduling, then using this tool may not be the best solution. Assistant.to is a great tool for quickly scheduling meetings with options across 3 days, but for those wanting more flexibility you may want to consider Calendly.
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.
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.
The app currently does not save the availability times that I select, therefore I have to re-select my availability every time I sent meeting options.
The app does not have the ability to customize the theme or styles of the meeting times. It'd be nice to allow users to choose between a set of themes to better fit their company's brand.
If Assistant.to had a scheduling link option like Calendly has, that would be another improvement. Sometimes we'll have customers who cannot meet until the following week, so having a scheduler link would be helpful in those situations.
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.
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
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.
When I first started at my current company, I used this tool because it was what the rest of the team used. However, since I learned about Calendly, who recently released a feature similar to Assistant.to, I've actually switched to Calendly. Calendly also has the ability to create a scheduling link where someone can choose a time based on the parameters you set. This has proven to be more helpful for certain clients.
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.
It has reduced our back and forth setting up appointments allowing sales to get more appointments faster.
Our client success team is able to quickly provide their available time.
Only real con is that the calendar is not real time and if a person clicks on a time that is not open, they don't find out until after they've gone to the site. But that is a limit of emails, not their tech.
