LeanData

Overview
ProductRatingMost Used ByProduct SummaryStarting Price
LeanData
Score 9.0 out of 10
N/A
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.N/A
Pricing
LeanData
Editions & Modules
Standard
Contact Sales
Advanced
Contact Sales
Premium
Contact Sales
Enterprise
Custom
Offerings
Pricing Offerings
LeanData
Free Trial
No
Free/Freemium Version
No
Premium Consulting/Integration Services
No
Entry-level Setup FeeNo setup fee
Additional Details
More Pricing Information
Community Pulse
LeanData
Considered Both Products
LeanData
Chose LeanData
I only saw bits at OpsSummit and need to revisit the Outreach tool we currently use with sales
Chose LeanData
Salesforce flows are getting more and more powerful and similar to what LeanData does, but the routing function and territory mapping in LeanData is far superior to SFDC functionality, especially when it comes to the visibility and audit trails that it captures as people go …
Chose LeanData
Lane Four is no longer in business (I think LeanData acquired) but Leandata is more flexible and reliable than it. Also more so than the custom code we used prior.
Chose LeanData
LeanData solved all of our needs and allowed ownership and management we needed to scale our routing engine. We also loved working with the LeanData team and had an extremely positive experience with our sales rep and implementation team. I would want LeanData at any company I …
Chose LeanData
Its better and more modern. The UI is a much better experience
Chose LeanData
LeanData is easier to use, has a nice visual and handles more complex routing logic.
Chose LeanData
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 …
Chose LeanData
LeanData's native CRM structure made it the clear choice for us. No configuration is needed to read from all CRM fields and objects. We've been customers for 4 years and have never had any issues with its performance.
Chose LeanData
I have not used other products for lead routing besides doing manual distributions and this is much better than that!
Chose LeanData
We did not look at other solutions that I am aware of.
Chose LeanData
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 …
Chose LeanData
N/A I was not here to evaluate other products nor have I used similar tools.
Chose LeanData
LeanData Bookit replaced Chili Piper for us, and made it much easier to manage out routing for meetings since we were already using LeanData for routing. We have recently evaluated Qualified, and territory management/round robin logic is much simpler in LeanData.
Chose LeanData
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 …
Chose LeanData
We have routing cababilities in Marketo, Salesforce's out of the box Lea Routing Rules, and custom code. [LeanData] is by far the easier and most flexible for an agile business.
Chose LeanData
The main competitors to LeanData are Lane Four and Distribution Engine. While these solutions are definitely improvements from the native lead routing rules in Salesforce, they do not compare against LeanData. They lack the robust fuzzy matching, visual routing canvas, …
Chose LeanData
At the time of evaluation, in addition to looking for Salesforce.com to solve the issue, I looked at a couple of other, smaller solutions that I can't even remember their name. They didn't offer the same level of robustness or complete solution. The Salesforce.com solution …
Chose LeanData
We didn't thoroughly examine alternatives.
Chose LeanData
The most powerful lead routing tool I’ve seen. It allows you to have so many different ways to route the most complicated of situations.
Chose LeanData
The above are all excellent products in their own right, but lack the specialized focus of Lean Data.
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LeanData
Small Businesses
Calendly
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Score 9.1 out of 10
Medium-sized Companies
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Score 9.1 out of 10
Enterprises
Adobe Real-Time CDP
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Score 8.3 out of 10
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User Ratings
LeanData
Likelihood to Recommend
9.0
(51 ratings)
Likelihood to Renew
8.2
(1 ratings)
Usability
8.7
(40 ratings)
Support Rating
9.1
(4 ratings)
User Testimonials
LeanData
Likelihood to Recommend
LeanData
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.
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Pros
LeanData
  • 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.
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Cons
LeanData
  • 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.
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Likelihood to Renew
LeanData
Have renewed 3x already. It's the best system we've seen for managing actions and outputs across multiple platforms
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Usability
LeanData
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
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Support Rating
LeanData
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.
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Alternatives Considered
LeanData
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
Read full review
Return on Investment
LeanData
  • 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.
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ScreenShots