Likelihood to Recommend No matter how specialized the integration or how much support for internal services was provided throughout the creation of the solution, Leadspace support was always available and extremely prompt in helping to smooth out any issues that developed during the setup process.
Read full review The value of LeanData directly correlates with:
Lead volume. Sales role complexity (AEs vs. SDRs vs. Inside Sales). Territory complexity (trying to route based on a combo of industry, geography, company size, and so on). 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).
Read full review Pros It is simple to use and comprehend. It enables data collection and analysis. It leads to growth and development. It applies to both contacts and accounts. It can enrich data based on company and individual, allowing businesses to better plan and execute. Read full review 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. Read full review Cons In the form selection, if a company name does not exist in the database, the lead can choose "not me" then that actual data value overwrites what they originally put. In the future, if they choose not me to default to the lead entered data value. This is something they know and I'm told they are working on it. Read full review 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. Read full review Likelihood to Renew Nothing else to add
Read full review Support Rating 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.
Read full review Alternatives Considered 1. This tool and database trumped others because of the flexible way in which they reported the data. 2. The team is helpful in figuring out our needs to give us the information we were looking for. 3. Their Account team is very helpful, responsive & fun to work. 4. It helps us create lookalike profiles and provide us with account and contact data that fit
Read full review 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.
Read full review Return on Investment We were able to capture new leads for our sales team and also new subscribers of our e-newsletters through email marketing campaigns. We also noticed an increase in our web traffic (corporate website) after we started using Reachforce. More customers took notice of our digital marketing efforts after we started using Reachforce. Read full review 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. Read full review ScreenShots