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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Optimizely Content Marketing Platform
Score6.8 out of 10
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Optimizely Content Marketing Platform brings teams together in a single, AI-powered workspace to share plans, collaborate on assets and execute campaigns.
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
A 7 only because I think there's question marks around customization. However, I've seen very similar tools in the past where stakeholders have been skeptical, but as you get to know it and use it, you'll find actually you realize those benefits. I just think Optimizely could help its stakeholders and clients see those benefits early on versus later on. However, that's not to say it's not possible, so a 7 at this stage, but I think it's got potential in future. If you are a marketing firm who wants a centralized system for managing workflows and campaigns, it's great. It does that. However, there are better competitors fill in some of the gaps better than optimized leaders does. It could do better. I think for me, visually when I see, when I create a workflow or a campaign, I can see all the tasks associated with it and I've seen the way that our parent company uses it. It's just a list of all the tasks you see in one view. I think visually it needs improving. However, the purpose that it serves fundamentally, it's got potential, if that makes sense. It's going in the right direction, but I think competitors are doing some of it better than Optimizely is. I think they, like I was saying earlier, if they really want to realize the benefits of the product visually there needs to be some improvement. And then the controls element that I mentioned earlier as well, hopefully that answers both of your questions.
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
The CMP really is useful for us not only to manage the processes behind how we create content that we serve in different platforms like websites, landing pages, emails, social media, but it also help us as a team that is scattered around the globe to be able to be connected all the time to be able to see what we're working on, to be able to share assets as well. We are not reinventing the wheel to be able to show to other people within the organization what is happening at any given point. We use it not only for assets now, but we use it also for things like planning our webinars, planning our face-to-face events, so it truly is the heart of our marketing organization within the business.
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.
One thing that could be improved is some of the promotions that happen in platform. For example, there's a Opal AI little bubble at the bottom right of the corner, which you can't move across the screen. So if you're trying to change the status of a step or you're trying to update a description within a step, that can be a bit challenging and as it seems to be quite an easy fix.
I would love to see a capability in terms of having visual representation that we can share out with stakeholders that don't necessarily need access to CMP. But for that level of detail, we don't want it to go too granular, but we do want to be able to share in a quick and visual manner some of the activities that are happening so we can keep everybody in the loop without having to create different variations via different tools.
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
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
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
The editorial calendar is the one I check multiple times every day. It gives me a clear picture of what's in progress, what's due, and where things can be moving faster. And, there's no need to open a separate doc or ask anyone for a status update. Also, the workflows are another super useful thing. Being able to assign specific reviewers to specific steps and know that nothing moves forward until they've acted has eliminated many repetitive processes.
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
Optimizely Content Marketing Platform's performance is generally good. Nothing that has impacted production. Page load speed doesn't typically lag longer than a few seconds. Reports take some time but not any longer than we're used to with other platforms. We have not experienced lag when integrating with other platforms
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
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
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
Training was clear and concise. It was intuitive and helped me understand how to navigate the platform. Options to dive in on each action or skip to learn about areas of regular use. Resource links available to when I had additional questions or needed more training in a specific area. Overall, the training allowed me to use the platform without interruption
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 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
We haven't yet explored the CMS or other products within the suite but we see the potential to move all of our tools to Optimizely One. I see this really helping us gain clarity in the end to end content lifecycle, and help us use our resources and bandwidth more strategically
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
Optimizely is generally a reliable platform for A/B testing and digital experience management. It's helpful for it's stability, flexibility, and comprehensive features, which is helpful when managing an enterprise website
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
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
The program has allowed us to meet our content goals more easily (e.g.: we publish X articles per month and track where each article is at).
It's helped us improve the accuracy of our information. We have SEO, content strategists, and legal teams involved in the workflow now because it's easy to manage.
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
