Folloze vs. LeanData

Folloze is a solid tool for creating personalized experiences and micro-targeted campaigns. Being able to deliver a ton of information, content, and/or useful links based on specific segments or personas. Folloze makes it easy to bring together content around a specific narrative so we can speak impactfully to specific market segments.

Incentivized

The value of LeanData directly correlates with:

1. Lead volume.
2. Sales role complexity (AEs vs. SDRs vs. Inside Sales).
3. Territory complexity (trying to route based on a combo of industry, geography, company size, and so on).
4. Account complexity (selling to large corporate entities with many subsidiaries that may be "owned" by different folks in your organization).

LeanData is not a valuable solution when you have a small sales team following up with a low volume of leads based on simple logic (e.g. round-robin).

Incentivized

• Plug into Salesforce. We live in Salesforce, so it's a must!
• Ease of use when designing boards. We love to all feel like graphic designers.
• Dashboards showing activity levels of all types.
• Storing assets within folloze. Makes it super easy to build a board fast.
• Cloning boards. Time saver!!

Incentivized

• Allows us to incorporate almost any filter or type of update (including "has changed" in addition to equals, does not equal, etc.) to direct leads down a path specific to our needs based on Lead Source.
• Allows us to manage our territory assignments relatively easily.
• Since our decision flow is relatively complex, LeanData Lead2Account Matching Engine can isolate and determine how a specific or a group of leads went through the flow process and where they encountered an error or unexpected behavior. This allows us to fine-tune and make sure everything is working as we expect it should.
• Their implementation & support organizations are top-notch! The product is excellent, but it's only realized because of the implementation team's commitment to helping me be successful.

Incentivized

• Integrating the contact form with our CRM has been a lengthy and on-going process
• We use iframe for some of our content pieces and I think it could look better than it does now
• We need licenses for our salespeople for them to get access to insights of a board. An easier way to send them this info without them needing licenses would be nice

Incentivized

• Currently we can only troubleshoot the lasted update in the audit. If we can see the historic iterations, that would be really helpful to understand a lead's journey.
• Because it is so robust, stepping through some of the logic can get confusing.

Incentivized

Without Folloze, the marketing team would not be able to pivot as quickly as we do to support sellers with deal acceleration and drive executive engagement.

Incentivized

Usability is good, but it does take some patience at times. You need to refer to your CSM or the Folloze resource library when stuck, which is relatively standard. Once you get the hang of things, I feel it's easy to remember and duplicate your efforts over and over. Just be patient and learn all you can about the product.

Incentivized

sometimes its not loading pages proper, sometimes some functions are not working within or you need a long time to find out image sizes etc

Incentivized

pages load slow sometimes

Incentivized

Folloze has a very intuitive user interface and designer. Their integrations have been seamless, and their team has been extremely helpful and responsive in getting features added or any gaps addressed. We have been leveraging the tool to its full capability, and people are happy both internally as well as externally.

Incentivized

The team is responsive and quick. The training process was patient and thorough. I felt confident using the tool after the two-week implementation period. The initial processing of our existing leads was painfully slow, but the team worked hard to help reduce the friction of that initial implementation process. Post-implementation, the team is helpful and responsive to the question.

Incentivized

5 as we did it with our own people in house and not with Folloze

Incentivized

I was not involved with the implementation of Folloze. This project was executed before I was hired

Incentivized

Folloze does so much more than the other tools we evaluated, like PathFactory and Uberflip. Those other solutions are more of a content repository with AI to help guide the visitor's experience. While this is powerful, Folloze goes a step further by making a full web page experience. It allows you to provide context and a story along with the content itself. When paired with their personalization, Folloze is the clear choice

Incentivized

Compared to SFDC out-of-the-box routing it is far superior. Giving you the ability to quickly make changes on the fly and test in a sandbox environment. The ability to troubleshoot leads and how they are routed is also a plus. Built-in email alerts also reduce the amount of technical debt in SFDC.

Incentivized

cannot disclose

Incentivized

there are still a lot of things that need to be made available within the product

Incentivized

• A sales were able to give valuable presentations which aided in earning key accounts in O&G & utility industries.
• A sales exec was able to close a million-dollar sale that she had been working on closing for a year. This board was a great visual to the customer, which helped in closing.

Incentivized

• Using the lead routing module has cut down the time I spend making changes to the logic by 90%, while also increasing the accuracy of changes by validating them.
• I am now able to investigate why a lead routed a certain way in a way I never was previously, helping our business to determine any tweaks to our current set-up.

Incentivized