Folloze is an marketing orchestration platform that enables B2B marketing and sales teams to deliver personalized, data-driven buyer experiences across the entire customer journey. The platform supports use cases including ABM/ABX campaigns, digital sales rooms, website personalization, sales development, and event activation.
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LeanData
Score 8.8 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 have been using Folloze for a long time, and I will recommend Folloze because of the app's user-friendly interface and responsiveness to customer feedback. It also enhances security with SSO, two-factor authentication, and a personalization tool. Overall, there are more pros, and it increases productivity.
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.
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.
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
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.
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.
Its great to be able to customize and build experiences without having to depend web developers or larger content teams. Using Folloze doesn't require a web developer or complicated coding language. Its quite intuitive and easy to figure out after building an experience or two. If you are stuck their support and training materials are quite helpful, as is their support team. Although the tool is great, it would be great to see even more customization possibilities. Also the reporting interface is pretty cumbersome and would benefit from added functionality.
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
Great support overall, which is quick to answer any concerns or questions. They're punctual and precise with their responses. I've been very pleased overall. I know if I have a concern or worry that I'll get a response the same day or the day after. Nothing negative comes to mind.
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.
Folloze has proven to absolutely stand head and shoulders above its competitors. Folloze actually integrates nicely with 6Sense or Demandbase to pull data from a CRM. Folloze seemed to have a simpler interface, and that was key when it came to enabling our sales org to use Folloze alongside Marketing.
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.
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.
