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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Mediafly
Score 7.7 out of 10
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Mediafly Intelligence360, based on InsightSquared's solution acquired by Mediafly in 2021, is a sales analytics and development platform that also supports demand generation analytics and SaaS reporting. It is designed for providing insights into sales processes, closing rates, pipeline and revenue forecasts, calculating KPIs, and market hiring processes.
Our internal SF team looked at some alternatives that Salesforce already provides, as well as Tableau which we use internally. InsightSquared is preferred within our org because it is tailored for sales analytics and is easy to get up and running with meaningful components …
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.
InsightSquared has been a great tool for quick reference dashboards for the whole organization and teams within the sales org. It presents a standardized individual dashboard for all the reps on the team. It doesn't fare well when trying to deep dive things like campaign and lead source inquiries, as well as activities associated with that opportunity.
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.
The dashboard is amazing: easily customize your view so you can view all the data that is most relevant to you at a glance
Sales metrics: see how you are comparing to your peers, from every possible angle. InsightSquared gathers all the data you need to know, want to know, and didn't even know you wanted!
Predictive statistics and the likelihood of a deal to fail or succeed is quite useful in a sales environment where time efficiency is key. Need to know what deals to focus on? You can see exactly what deals need more TLC, which ones are likely to close, and which ones to stop wasting time on.
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.
I know this is something they have in process, but I would love to be able to customize reports myself. The support team is always super responsive and makes sure that we're taken care of. But, it would be great to just be able to log in and change the small things myself.
I recently downloaded the InsightSquared app to my phone, and I'd like to see more functionality there. Currently. You are only able to see dashboards that have a already been created.
InsightSquared has been hugely beneficial to us, and to me in particular as someone outside of our sales team to gain insight into how our sales team and company is performing and how our overall health is. They offer fantastic customer support and have a great community to assist in your implementation of the product.
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
InsightSquared is easy to use overall. Running reports and creating dashboards is quick and easy - drag and drop functionality. All reports have multi-filter options allowing you to drill down into your data. Scorecards for employees help show how quickly a rep can start selling after they join your team. Activity ratios provide insight into what it takes from a KPI standpoint to close a deal.
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.
InsightSquared has a very responsive team, and always willing to help with reporting needs which are not able to be completed in house. They do offer a professional services team at an additional cost, so if your reporting is very complex, or you have a team that is continuously changing the type of metrics they require as a business, their support team will be an invaluable asset for you.
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
I was not involved in our purchasing of this platform, so comparing it is difficult. This being said, it's most similar to constantly running reports in Salesforce, probably. SFDC offers more flexibility, obviously, but InsightSquared offers better visualization, less report updating, and more features dedicated to making analytics more enjoyable. It's worth the cost of the platform to save your admin time in reporting.
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.
