Basis from Basis Global Technologies (formerly Centro) is a programmatic ad buying platform supporting digital advertising buying and placement across varying channels. Since the acquisition of SiteScout the platform also contains technology from the SiteScout AdServer.
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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.
I would recommend Basis [DSP] for specific clients. Boutique agencies that do not require very complex programmatic solutions are the best fit. It is not very well suited for very big clients that want to run multicountries campaigns with objectives that are very much performance focused. Their dashboard is very good and the platform is easy to use so new entrants to programmatic will find it very useful.
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.
Basis DSP does a great job of keeping their clients informed of new and upcoming features on their platform. They regularly host webinars to help keep their clients informed of what's up and coming and how to use new features.
Client relations with Basis is incredible. They're available on a regular, consistent basis. In addition, they check in throughout the on boarding process and beyond to help their clients understand they system.
The analytics tracking capabilities built into Basis DSP is fantastic. They provide many different options on how to pull and organize reports for clients.
The additional training offered through Centro Institute is fantastic, especially for beginners. Going to Chicago and training at the headquarters for a couple of days has helped with my company's success in building a programmatic advertising clientele list and building successful campaigns.
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.
More detail on how and when the exchanges review submitted ad tags would help us set better expectations for our clients and client success teams during launch. Often a delay in ad approvals can result in lagging campaign metrics that must be made up later, often at the cost of performance.
More predictive tools / the ability to stop a campaign from bidding when a certain impression threshold is reached (in addition to the dayparting and budget rules that are currently in place and used for every campaign).
For some reports, such a geolocation reports, being able to visualize it on a map of some kind would make the data export more meaningful and less manual for our operations and client success teams seeking to explain to clients where their campaign was exposed.
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
We have a dedicated account rep. She makes it seem like we are her only client, she is very responsive, helps each time we have a question and understands our campaign goals. Anytime we need support, our rep is available either email or call and if she is not going to be available, she will let us know ahead of time to provide back up and inform them of our current campaigns so they can better assist us.
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.
There are a ton of tactics and strategy to implement in the DSP platform. There isn't really a selection of the different types of campaigns or tactics to choose from, you just have to learn as you go. Once you figure out the strategy and goal of the campaign it is very easy to implement the tactic and to achieve its goals.
Advangelist, StackAdapt, Simplifi, Trade Desk, Media Math - overall most of the other platforms we reviewed were perfectly fine and can get the job done quite well. We have mostly stuck with basis because of the relationship that we have, the fact that they have continued to provide stellar support, and have a platform that delivers on everything they promise.
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
Affordable display option - The SiteScout platform runs comparable to other self-serve display platforms, and offers a very large network from which to choose.
More visibility for our brand - We've used SiteScout as an awareness tactic, and received millions of impressions at a reasonable cost.
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.
