HubSpot Data Hub vs. LeanData

Great to use if you have a few marketing systems that need to "talk" to each other and keep each other updated. Perfect for small agencies, companies, or freelancers. I wouldn't recommend using PieSync if you have MANY marketing systems that need to be synched. You'd be better off simplifying the resources you use, then putting PieSync in place

Incentivized

I am overall satisfied with how LeanData has been helping the business as it really revolutionized the way we process our leads/contacts and have them assigned and actionable by our sales reps. It takes away the once repetitive and tedious tasks that are done manually which really introduces a lot of error and consumes a lot of time and effort. LeanData seamlessly does that job for you on your behalf. Definitely recommend

Incentivized

• PieSync runs continually so there is little to no disruption and people always have access to the latest contact information for our clients and prospects.
• PieSync runs efficiently in the background so there is little maintenance or attention that it needs, which is great.
• PieSync does a great job of letting you decide how you want items to sync across platforms so you can customize to how your organization uses a particular software.

Incentivized

• 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.

Incentivized

• Price. It can get expensive if you have to sync a lot of contacts. You are charged on each syn, not on the number of contacts.
• While most major integrations are available, there are still many popular tools that they do not integrate with so check first.
• More complex rules and multiple syncs require higher priced plans.

Incentivized

• Reporting Functionality. Great log information about what happened to individual leads, but the dashboarding in the product could be more robust.
• Territory Rules. The product does not take advantage of existing territory logic that you may have in Salesforce.com. You need to "re-build" territory ownership in the product. Not necessarily a con as this can functionally replace much of what's in SFDC.

Incentivized

The tool is very "set it and forget it" and reliable!

Incentivized

It has become instrumental in our organization

The interface is very simple and straightforward. No need to further understand. Everything works out of the box. Once set up and everything works. My setup took 5 minutes.

Incentivized

Once you have a graph set up, it can largely be left to its own devices. The process of setting up the initial graph is long and involved; however, the result speaks for itself. With continued learning, it will always remain usable and scalable to accommodate further changes down the road.

Incentivized

Every time that I've had a question, PieSync has been very responsive. It is a reliable company with a great team that is devoted to helping their customers. I've been their customer for 2 years and I've never looked back. Support is an important reason why PieSync is my go-to app for this job.

Incentivized

There is no way I would have such a successful implementation of this product without the implementation and support team. They have been patient, helpful, and very responsive. Even after I had gone live and had been so for a while, our org and thus our criteria had changed. They continued to help me make the necessary tweaks to ensure I was up and running.

Incentivized

Improved analytics, well easier to read and show to team members, and using it to keep track of sales and the status of those sales. The simple grid tracks were easy to use and see where each client was in the sale pipeline.

Incentivized

They both have their own ways of doing what LeanData does, but having our Lean data built inside Salesforce gives us an edge: we don't have to manage an integration between the 2 tools, since they are already inside our instance. It does what other tools do, but inside our CRM

Incentivized

• PieSync has saved me a lot of time. It is straightforward to learn and use and therefore the initial set up time is not great, but once set up you can more or less forget that it is there working away in the background.
• My business is small and was already pretty streamlined with a CRM system etc. PieSync is likely to have a much greater ROI for a business that is less streamlined or is more complex to start with.

Incentivized

• We had a rough initial roll-out which negatively affected confidence in LeanData for some on the organization. We have since implemented a re-launch. This second launch went very well, but we still face in internal battle to re-gain confidence in the solution. Overall, it is working very well now.
• We have seen an accelerated lead response time as we can get leads into the hands of reps faster. We can now create hundreds of opportunities and assign them to reps in approximately one hour. Extremely scalable. We can create 100 opportunities in the same amount of time it takes to create 1.
• Automating previously manual processes has helped us take a headcount and assign that person other responsibilities as they are not spending as much time manually processing leads.