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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Mailtrack
Score9.7 out of 10
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Mailtrack is an email-tracking extension for Gmail and part of Mailsuite. It adds delivery and read-status indicators to sent messages, showing when recipients open an email or click a tracked link without requiring users to leave Gmail. Key Capabilities Gmail read receipts: Mailtrack adds one or two checkmarks to sent messages. Grey checkmarks indicate delivery; green checkmarks indicate that the message was opened. Open and…
It is best because it works like a native Salesforce application. It is not a campaign tool or a reporting tool. Routing match and reporting match are not the same thing. If you put every campaign exception on the graph instead of in a table, the graph diagram gets too big to maintain.
A de minimis incentive was given to thank the reviewer for their time. The incentive was not used to bias or drive a particular response, nor was the incentive contingent on a positive endorsement. More Info
Mailtrack is great for tracking emails if you do not want to pay for larger more complicated tools that do the same thing. If you already love your system but just want to add some convenient read tracking, that's exactly what this is for. If you have a system that doesn't work well, I would take the time to evaluate alternatives that also include read tracking (Salesforce for example). This also applies if you're trying to use this for large outbound sales emails - there are a lot of applications that have email tracking built in (Outreach.io is a great example) so it may just be worth switching your whole system.
A de minimis incentive was given to thank the reviewer for their time. The incentive was not used to bias or drive a particular response, nor was the incentive contingent on a positive endorsement. More Info
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.
A de minimis incentive was given to thank the reviewer for their time. The incentive was not used to bias or drive a particular response, nor was the incentive contingent on a positive endorsement. More Info
A de minimis incentive was given to thank the reviewer for their time. The incentive was not used to bias or drive a particular response, nor was the incentive contingent on a positive endorsement. More Info
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.
A de minimis incentive was given to thank the reviewer for their time. The incentive was not used to bias or drive a particular response, nor was the incentive contingent on a positive endorsement. More Info
It has. a really specific use case, but it has delivered all that it has promised. There has been no missing piece of the puzzle in the way we are actually using our tool; everything that was promised is in there, and we have been able to use it swimmingly.
A de minimis incentive was given to thank the reviewer for their time. The incentive was not used to bias or drive a particular response, nor was the incentive contingent on a positive endorsement. More Info
I would rate Mailtrack's overall usability as a ten out of ten. The reasons for this are actually quite simple. For now, only I have been using Mailtrack. However, looking at the rather easy to use characteristics Mailtrack has to offer, I would not hesitate to recommend it to the rest of my colleagues.
A de minimis incentive was given to thank the reviewer for their time. The incentive was not used to bias or drive a particular response, nor was the incentive contingent on a positive endorsement. More Info
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.
A de minimis incentive was given to thank the reviewer for their time. The incentive was not used to bias or drive a particular response, nor was the incentive contingent on a positive endorsement. More Info
I didn't really need to use the customer support but the fact that they proactively make the installation process so easy by providing step by step instructions with videos and everything is kind of pro-active customer support that is needed. Good for them because at the end of the day, it's everyone's dream to use a product that they don't need support for.
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
A de minimis incentive was given to thank the reviewer for their time. The incentive was not used to bias or drive a particular response, nor was the incentive contingent on a positive endorsement. More Info
There's a free tier. Obviously, there are other things to love, like notifications about your email being read, the fact that if an email hasn't been responded to in some time it gets bumped up. The fact that if other people have Mailtrack you will actually get notified who read your email. But the fact that there is a free tier is HUGE.
A de minimis incentive was given to thank the reviewer for their time. The incentive was not used to bias or drive a particular response, nor was the incentive contingent on a positive endorsement. TR verified that a representative sample of customers was invited. More Info
I'm currently using the free version so my investment was time spent downloading the browser extension. I would say it's worth the investment because I can make more value through each email by finding the right time to send replies or know when is the exact time I should follow up.
Knowing when an email is read multiple times helps me know the importance of the content in my email.
The paid version allows Mailtrack to tell you which recipient read the email if there was more than 1.
