Doodle is appointment scheduling software from the Swiss company of the same name.
$15
per month per seat
LeanData
Score 8.7 out of 10
N/A
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.
Doodle is great when you need to coordinate dates among a group and don't want to send a bunch of group emails or texts. It allows a number of dates to be proposed and the group can easily see those dates that are most preferred. If you need to do something more complex than that it may not be your tool.
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.
Doodle allows you to view multiple meeting times simultaneously. I may never have 100% of my team available, but I can see that I have three other options with 90% availability.
Doodle is a free resource that doesn't require users to create an account or exist in a network. I simply send the link and see the responses.
Doodle notifies you as people respond, making the scheduling process quick and easy. Also, you can confirm a time through the software!
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.
I wish that it offered more options in backgrounds, characters and props without having an additional cost, but that is to be expected.
I would like an easier way to add my own fonts, characters , props etc, because I am a new learner this may not be an issue as I get more familiar with the software.
I don't like all the sales emails I received trying to upgrade or add to my purchase.
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
Doodle has customer service support available as needed, but honestly, it is so easy to use that I have rarely had to seek support. They are always a click away and responsive to resolving any need or to clarify the next best step to using Doodle to meet my needs.
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.
For the same reasons noted previously, Doodle allows for the organizer to ultimately select/accept the time that works for them. Many competitors only allow you to show available times and the appointment goes directly into the organizer's calendar. I typically prefer to have a bit more control over that. Also, visually Doodle is more intuitive in how you schedule appointments than Calendly. I think Calendly tries to get a bit too cute with their interface instead of sticking to a more standard, familiar calendar interface when setting an appointment.
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.
Improved efficiency by avoiding the slow and inefficient process of emailing back and forth to set meeting dates and times.
Allows for more informed decisions regarding meetings or making decisions, as all options can be laid out visually in a way that isn't possible in an email.
