CodeTwo Email Signatures 365 vs. LeanData

As an MSP, we can have our creative team create one signature (or many) to deploy to a client, which gives them a consistent message and helps them look more professional than a business of their size might otherwise be able to. The integration with Microsoft 365 is simple to set up.

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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• Uniform Signatures: CodeTwo Email Signatures 365 allows administrators to create and manage email signatures centrally, ensuring all employees have consistent and professional signatures across their entire organization.
• Automated Disclaimers: Automatically appends legal disclaimers and compliance-related information to all outgoing emails, which is crucial for industries with strict regulatory requirements.
• Promotional Banners: Allows the inclusion of promotional banners, links to recent blog posts, or company news in email signatures, turning every email into a marketing opportunity.

• 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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Invited by the Vendor

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 would absolutely love to see the introduction of being able to force a branding format (Font, size etc) across our email real estate, this was a feature moons ago but would love to see this come back especially when Microsoft can kill all this for you at the drop of a hat....erm Aptos makes me sad!
• Easier to navigate training and how to videos to allow you to work out how to make changes and be creative yourself more
• I genuinely cant think of another point here!

• 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 solution is pretty much set-and-forget. It does what it needs to do, nothing more, nothing less, and it does it very well.

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

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Invited by the Vendor

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

As already described, the set-up process is kept totally simple. This makes setup quick even for untrained administrators. If anything is unclear, you can find all the information you need on the manufacturer's website. As access and configuration are carried out via the web browser, adjustments can be made from any end device. Whether on the move, in the office or at home.

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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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

We have not witnessed any downtime so far ...

There are no performance issues related

No problems but we had a couple of questions about functionality or edge use cases and anytime I contacted CodeTwo Email Signatures 365 support I was absolutely happy with their responses. Very helpful, polite and smart people are working over at CodeTwo Email Signatures 365 support. I would suggest other companies to take note on CodeTwo Email Signatures 365's quality of support and service.

Incentivized

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

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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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

It is important to make sure Active Directory is correctly populated and that content is standardized, eg telephone number formats.

The Office 365 integration and the email profile management was tighter looking in CodeTwo Email Signatures 365, which is why we selected them over the competitors. I also liked the ability to use logic and variables in the signatures to allow us to be a little more creative in the applications.

Incentivized

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

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

Incentivized

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

The product is very reliable :-)

• End user spend less time to no time at all with setting up or editing their signatures
• Signatures are always conform to company standards
• It can take a few seconds for the signature to be inserted, this might bother some users

Incentivized

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

• 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.

Incentivized

Invited by the Vendor

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. TR verified that a representative sample of customers was invited. More Info