HCL Unica is available as a cloud or on-premise solution that provides fully integrated marketing automation software for enterprise. It includes enterprise marketing automation tools that optimize marketing activities, to ensure excellent customer experiences and data privacy.
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LeanData
Score 8.9 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 think it is wel suited for a business with a lot of one on one relations in the database. For example a supermarket that sells products to a client and gives a reduction on that product. It is nice if the selection process is not to complex and does not involve to many calculations. It is also nice if it is very clear what you want to follow up. In our environment we have lots of many-to-many relations. for example one product is held by more then one client. And that client might have more of those products with other clients. These kind of situation demands for a lot of calculations with derived fields(*), and there things go far too slow. Unica is probably not such a good solution for us, because our environment is too complex, and so is to process of creating the selection, we often have to change things in the selection flows. Because of the complexity it is difficult to see what the flow is exactly doing afterwoods, it also takes to much time to modify existing campaigns. The interface is not handy to work with, if you have long lists of variables, of tables or derived fields(*) you have to scroll through trough them, you can not really search them or reorder them. You can not drag and drop fields or other objects like derived fields in the flow, what would be easy if you have to make frequent changes to the proces flow. When you copy objects something the content of the object changes because the links with other objects or lost. (*) derived field: field to calculate something
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.
Ability to translate Multiple SQL queries into a very easy to use visual GUI.
Provides the ability to pre-define segments, run them once in off hours, store them in their own system tables for quick youth and a significant reduction in CPU utilization on the database.
It’s use of Reusable objects. Including user variables to pre-define calculations one time, macros that you can create and pass values to parameterize the SQL code And the creation of templates to easily replicate work.
It’s ability to bring in external data on the fly that can very easily be mapped into any flowchart.
It’s flexibility and creating UNIX script via triggers to automate sending of files to multiple vendors with different FTP sites
It’s flexibility in the output layouts that it can create.
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.
Greater integration of real time (Interact) capabilities with outbound channels, in particular IBM eMessage Email & SMS delivery.
Additional outbound channels to be integrated into eMessage, including Facebook Fanpage & Twitter DM broadcasts. At the moment these are possible only through custom additional integration.
Support for additional marketing database technology, e.g. MySQL, Exasol, ParAccel, WX2.
Provision of database technology with software purchase, as Web technology (IBM WebSphere Express) is supplied for free, but no database is supplied - since IBM also market DB2, which is a supported technology it seems a shame.
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.
There are three main factors to renew a licence: 1) Cost to migrate to another platform would be rather expensive and time consuming, plus the requirement of retraining employees to use a new tool 2) It has been proven time and time again that it is a market leader in the space (10 years +) 3) It can be built upon, with the addition of additional IBM EMM modules - despite theories it does have very strong digital capabilities.
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
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.
- We had to rebuild a part of the datamart afterwards to tighten up and simplify the selection process. But as it was too time consuming to rebuild all the existing campaigns, we no run campaigns on different versions of the datamart. - The response tracking of the campaigns never worked out well, it was impossible to implement a direct response where there is a link between the lead and the response in our operational process
The contact history and the response history are so powerful. You can track whatever you want to help the call center to push relevant offers to our customer. In addition, predictive models can be built, with patience, in IBM Campaign. If you have some complaints from the call center about any campaigns, you can easily validate it into the contact or response history.
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
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.
