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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Mindbody
Score7.8 out of 10
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Mindbody is business management software for gyms and spas, as well as fitness and yoga studios built around appointment scheduling and online bookings and calendaring, from the company of the same name in San Luis Obispo, California. Notably, the platform also contains marketing automation to maintain club member engagement, and enrollment.
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
Mindbody excels in areas that rely on the "bread and butter" of its design: scheduling, member management, and payment processing. Overall as a fitness center management solution, Mindbody is by far the best product we have used and they have evolved their capabilities in good alignment with our needs as well.
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
Mindbody does a great job of sending out reminder emails to clients so they do not miss a class.
Mindbody does a great job at giving instructors a fast and easy way to check in clients and to see who is all signed up for their classes for the week.
Mindbody has a great payroll feature. All you have to do is set the dates and it generates a nicely laid out PDF of all the classes you taught during that time period and what you have made from them.
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.
There is so much functionality and not enough accountability. I wish there were more tracking of all transactions done on the clients or operations end to be able to review history and learn from mistakes.
The Mindbody branded app connection needs more attention.
Please add a covid vaccination checker to the application (not just to use in the web browser). It has taken way too long to get this feature.
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
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
Settings are often buried, user interface rules vary depending on whether it's a newer feature or an older one. From daily usage, people learn how it works and get used to it, but it's not something someone could just pick up without any training or hand-holding.
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
Mindbody support takes forever to get back to you via email in my experience. The process is not as simple as it was back when they had the chat feature. I really wish they would bring that back! Most items are normally some weird glitch that they can fix in minutes but you have to wait days now.
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 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
Mindbody is really the only system of its kind that is widely used by fitness and yoga studios. Its app is the industry standard for looking up and signing up for classes, so most students rely on it exclusively. If there were another viable alternative it would have to promise more ease of use and intuitive backend.
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. TR verified that a representative sample of customers was invited. More Info
I've had agents help me set something up that ended up costing time and money because it was done wrong. [In my experience], less senior agents need to stop guessing or going with "I think so" and talk to a senior agent to make sure what they are telling the client is correct.
