LeanData

LeanData

LeanData

122 Reviews and Ratings

Overview
Product	Rating	Most Used By	Product Summary	Starting Price
LeanData	Score 8.8 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 Fee

No setup fee

Additional Details

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More Pricing Information

Community Pulse
	LeanData
Considered Both Products	LeanData Frank Toy Global Head of Sales Operations 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 Helpful? Verified User Analyst 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 Helpful? Thomas Lee Castro, ECT, CSE-P GTM Systems Administrator 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 Helpful? Verified User Manager Chose LeanData I only saw bits at OpsSummit and need to revisit the Outreach tool we currently use with sales Incentivized Helpful? Mike Schnell Marketing Operations 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 Helpful? Verified User Director 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 Helpful? Verified User Employee 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 Helpful? Verified User Professional Chose LeanData Its better and more modern. The UI is a much better experience Incentivized Helpful? Sharon Troia Manager, Marketing Operations Chose LeanData LeanData is easier to use, has a nice visual and handles more complex routing logic. Incentivized Helpful? PM Paul Mackessy Data Quality Specialist 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 Helpful? Verified User Director 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 Helpful? MC Mackenzie Clements Customer Operations Manager Chose LeanData I have not used other products for lead routing besides doing manual distributions and this is much better than that! Incentivized Helpful? NN Nancy Naretto Marketing Operations Director Chose LeanData We did not look at other solutions that I am aware of. Helpful? Verified User Analyst 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 … Helpful? Verified User Analyst Chose LeanData N/A I was not here to evaluate other products nor have I used similar tools. Incentivized Helpful? Dean Rosenberg GTM Revenue Operations Manager 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 Helpful? Verified User Administrator Chose LeanData We're using them together Incentivized Helpful? Caterina Torres GTM Technology Manager Chose LeanData Chili Piper is out the CRM and doesn't make it easy to connect to all users Incentivized Helpful? Verified User Administrator 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 … Incentivized Helpful? Verified User Administrator 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. Incentivized Helpful? Travis Henry Partner 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, … Incentivized Helpful? Rick Scouffas Head of Sales Operations at Sentry.io 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 … Incentivized Helpful?

User Ratings
	LeanData
Likelihood to Recommend	8.9 (56 ratings)
Likelihood to Renew	8.2 (2 ratings)
Usability	8.4 (45 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 Verified User Anonymous 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 Dean Rosenberg GTM Revenue Operations Manager 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. NN Nancy Naretto Marketing Operations Director 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 Verified User Anonymous 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 Thomas Lee Castro, ECT, CSE-P GTM Systems Administrator 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 Travis Henry Partner 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 PM Paul Mackessy Data Quality Specialist 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 Verified User Anonymous Read full review
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