Doodle is appointment scheduling software from the Swiss company of the same name.
$4.49
per month
LeanData
Score 9.0 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.
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.
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.
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
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 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
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.
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.
