Likelihood to Recommend The value of LeanData directly correlates with:
Lead volume. Sales role complexity (AEs vs. SDRs vs. Inside Sales). Territory complexity (trying to route based on a combo of industry, geography, company size, and so on). Account complexity (selling to large corporate entities with many subsidiaries that may be "owned" by different folks in your organization). LeanData is not a valuable solution when you have a small sales team following up with a low volume of leads based on simple logic (e.g. round-robin).
Read full review Metadata is well suited when you have a really large ad budget (>50k per month at least). This is because the power of metadata lies in the ability to quickly set up and run a large number of experiments (combinations of channel, audience, creative, and conversion assets). To evaluate these variations, all of them need a large number of impressions, clicks, and conversions to be statistically relevant. If your budget is smaller, you will either have a very small number of experiments (not fully utilizing the power of metadata), or your experiments will not have enough clicks to make informed decisions. We had expected a better explanation of this from metadata before signing up.
Read full review Pros Allows us to incorporate almost any filter or type of update (including "has changed" in addition to equals, does not equal, etc.) to direct leads down a path specific to our needs based on Lead Source. Allows us to manage our territory assignments relatively easily. Since our decision flow is relatively complex, LeanData Lead2Account Matching Engine can isolate and determine how a specific or a group of leads went through the flow process and where they encountered an error or unexpected behavior. This allows us to fine-tune and make sure everything is working as we expect it should. Their implementation & support organizations are top-notch! The product is excellent, but it's only realized because of the implementation team's commitment to helping me be successful. Read full review Best paid ops tool I've ever used (and I've used a lot): we can launch a new LinkedIn & Facebook campaign in minutes. Lead gen ops: no more dealing with broken zapier zaps, we are able to automate pushing native lead gen leads directly to our CRM. Attribution: see influenced & triggered opportunities/CW deals Multivariate testing: Metadata scales audience, ad, creative testing so you learn what performs much faster than manual process Read full review Cons Currently we can only troubleshoot the lasted update in the audit. If we can see the historic iterations, that would be really helpful to understand a lead's journey. Because it is so robust, stepping through some of the logic can get confusing. Read full review If you don't have a large budget and audience it's hard to meaningfully optimize. If I have 4 ad creatives, to 2 audience groups on FB and LinkedIn, that creates 16 experiments, each of which needs an ample enough budget, say $40/day, that's now $640 per day or $19K per month. Limited ability to edit ads after they've been launched. You usually have to stop the ad, clone it, and launch a new campaign. Can't add new ads to existing campaigns which limits the ability to optimize. If I start an MD campaign with 4 ads, and in a few weeks we see that one is working well and the other 2 are not performing, I can pause those (or it can autopause by rules), but I can't add 2 more new creatives to the mix against the high performer. I'd have to either stop the high performer, and recreate it in a new campaign (losing likes and comments), OR - leave the high performer in the first campaign, and create. a second campaign with the new ones, which will only optimize against each other. Limited to a single conversion event on a landing page. I'm not able to choose either a Demo Request OR a Sign-Up conversion, I can only choose one. Google search ads are doable but aren't necessarily more feature-rich or easy-to use than native, so there's no value added to doing it through Metadata in my opinion aside from unifying ad reporting. Read full review Support Rating The team is responsive and quick. The training process was patient and thorough. I felt confident using the tool after the two-week implementation period. The initial processing of our existing leads was painfully slow, but the team worked hard to help reduce the friction of that initial implementation process. Post-implementation, the team is helpful and responsive to the question.
Read full review Metadata's customer support is a difference-maker! They really do care how well your campaigns perform and will help you improve them.
Andrew Racine Senior Director, Demand Generation and Digital Marketing
Read full review Alternatives Considered 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 technical debt in SFDC.
Read full review We chose [Metadata.io] because it was a smaller company and could get more personalized attention. The price was better and they seemed more eager to support us. The feature set was what we were looking for and not more - it was exactly as robust as we needed it to be. Didn't want to pay for features we weren't going to use.
Read full review Return on Investment Using the lead routing module has cut down the time I spend making changes to the logic by 90%, while also increasing the accuracy of changes by validating them. I am now able to investigate why a lead routed a certain way in a way I never was previously, helping our business to determine any tweaks to our current set-up. Read full review Huge decrease in CPLs, CPMQL and Cost Per Opportunity Big improvement in MQL to SQL rates 90%+ of our leads from paid social now have valid business emails, before it was like 30% Saving us hundreds of hours over the course of the next year doing daily manual optimization and budget management tasks for us so we can focus on strategy and testing new things Read full review ScreenShots