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.
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Madison Logic Platform
Score 8.0 out of 10
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The Madison Logic Platform is an account-based marketing product that includes an ABM-centric data management platform (DMP) that allows users to target ads and other content on an account basis. Activate ABM integrates with the user's CRM and Marketing Automation platforms, and leverages the vendor's network of 1,600+ B2B publishers for content syndication.
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.
In the past few years, I've worked with several content syndication service providers. And the industry has progressed significantly. I'm happy to say that this year's lead quality is especially good! Our ABM program has very strict standards, and the team adheres to those requirements. Team members who are always quick to respond. Willing to swap out stale leads. They're a definite must-see!
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.
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.
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
Found it to be a slightly unintuitive interface The sidebar of Console vs. Dashboard can be confusing, and in general navigating around doesn't feel particularly seamless
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.
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.
To help us achieve our goals, Madison Logic's customer success team goes above and beyond to support our team. The Madison Logic team is happy to help you succeed, whether it's through platform demonstrations, weekly exports to our priority accounts, or guidance on how to effectively plan our campaigns. The Madison Logic team also provides us with account-based insights, which we can then use to generate leads for our clients. A great team to work with, as well as a great platform to implement our approach.
