Assistant.to is online scheduling software from the San Francisco based company of the same name.
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LeanData
Score 8.9 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.
Inbound Lead Automation is king. This is why we implemented LeanData, and it has exceeded our expectations so far. It has completely replaced the one person we needed to manually intake leads, and it is doing so with a low margin of error. Less appropriate is when we are getting clients outside of our markets, due to Partnership agreements, where the routing doesn't work cleanly since there is no defined territory. We are working to address that, however.
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.
The tool can be complex, but the layout is and UI is easy to understand. And their help in the form of webinars, certifications, and documentation with videos is really robust. This is one of the things that makes me love this tool and be willing to recommend it to others
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 tried using Ringlead for routing purposes but the way the logic needed to be built was super complex, repetitive and prone to manual errors so we like Leandata as auditing and testing is better and you can even see where the error is for your graph. Having a graphical or visual presentation really made the difference
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.
LeanData has enabled us to eliminate the need of numerous subscriptions by providing us with capabilities such as lead management and revenue projection.
Use of the tool has improved our sales productivity and enhanced sales forecasting and reporting.
The software has made it possible for us to streamline communication with our business prospects, track deals and efficiently manage leads.
