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    Overview
    ProductRatingMost Used ByProduct SummaryStarting Price

    LeanData

    Score8.7 out of 10
    N/ALeanData 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
    LeanData is just a unique tool for a specific mission. Even competitors are more like alternatives, or are primarily made for other use cases. LeanData is just simply the best at matching and routing.
    Incentivized
    Chose LeanData
    Already setup with LeanData. Moving to another product would have been a big lift. Also, it was already integrated with our CRM.
    Incentivized
    Chose LeanData
    LeanData was here when I arrived and while I've looked at other tools the switching costs hasn't made sense. But also the tool has done its job so we haven't need to really look elsewhere. It doesn't do me any good to spend time migrating to another solution that doesn't really …
    Incentivized
    Chose LeanData
    We have not explored other solutions in this space, having only considered LeanData because it was recommended to us based on the challenges we were encountering. LeanData had a good sales process with knowledgeable AE and SE to walk us through the process. They did a good job …
    Incentivized
    Chose LeanData
    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
    Chose LeanData
    I selected LeanData as it's more scalable, very user-friendly, easy to work on and be integrated with existing SFDC workflows. I really find it more visually appealing compared to Traction Complete as it's, for me, complicated, cumbersome, has a learning curve with it.
    Incentivized
    Chose LeanData
    I only saw bits at OpsSummit and need to revisit the Outreach tool we currently use with sales
    Incentivized
    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 …
    Incentivized
    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.
    Incentivized
    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 …
    Incentivized
    Chose LeanData
    Its better and more modern. The UI is a much better experience
    Incentivized
    Chose LeanData
    LeanData is easier to use, has a nice visual and handles more complex routing logic.
    Incentivized
    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 …
    Incentivized
    Chose LeanData
    We did not look at other solutions that I am aware of.
    Incentivized
    Chose LeanData
    I have not used other products for lead routing besides doing manual distributions and this is much better than that!
    Incentivized
    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 …
    Incentivized
    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.
    Incentivized
    Chose LeanData
    N/A I was not here to evaluate other products nor have I used similar tools.
    Incentivized
    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.
    Incentivized
    Chose LeanData
    We're using them together
    Incentivized
    Chose LeanData
    Chili Piper is out the CRM and doesn't make it easy to connect to all users
    Incentivized
    Key User Insights
    Would buy again
    100%
    Would buy again
    56 Answers
    Delivers good value for the price
    98%
    Delivers good value for the price
    53 Answers
    Happy with the feature set
    100%
    Happy with the feature set
    56 Answers
    Lived up to sales and marketing promises
    100%
    Lived up to sales and marketing promises
    45 Answers
    Implementation went as expected
    91%
    Implementation went as expected
    42 Answers
    User Ratings
    LeanData
    Likelihood to Recommend
    8.8
    (60 ratings)
    Likelihood to Renew
    8.2
    (2 ratings)
    Usability
    8.4
    (49 ratings)
    Support Rating
    9.1
    (4 ratings)
    User Testimonials
    LeanData
    Likelihood to Recommend
    LeanData
    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.
    Incentivized
    Read full review
    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.
    Incentivized
    Read full review
    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.
    Read full review
    Likelihood to Renew
    LeanData
    Have renewed 3x already. It's the best system we've seen for managing actions and outputs across multiple platforms
    Incentivized
    Read full review
    Usability
    LeanData
    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
    Incentivized
    Read full review
    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.
    Incentivized
    Read full review
    Alternatives Considered
    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 and on the timescale we were beholden to.
    Incentivized
    Read full review
    Return on Investment
    LeanData
    • It's allowed me more time to dig into other larger projects.
    • It helps me avoid spending too much time on manual tasks like list analysis and lead routing.
    • It provides audit logs so I don't waste time digging to find the source of an error.
    Incentivized
    Read full review
    ScreenShots