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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Oracle CRM On Demand
Score 9.3 out of 10
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The basis of this offering is the Market2Lead product that Oracle acquired in 2010. It has now been fully integrated with Oracle's On Demand CRM product and is a full-featured marketing automation product with features from lead management and nurturing, to measuring marketing ROI.
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.
I think it is well suited for organizations which are large with a lot of users so as to be able to minimize the cost of operations. Also, the organization which interacts mostly with customers can use Oracle CRM on demand.
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.
Several of our members were not familiar with various IT functions within CRM prior to working with it and so they were able to develop a working knowledge of IT pretty quickly afterwards.
It has a familiar feel to it as it allows users to work the data into a spreadsheet type layout with pivot tables and graphs and so it is quick to adopt.
Customization is great with a working knowledge of HTML, which isn't too hard to learn. You can really adapt CRM to any needs stylistically or content wise.
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.
The ability to schedule and push out reports is missing from this system. If we want to mass deliver a report on a schedule, we must run it, export it and email it out to the group, or purchase a 3rd party system.
The ability to trigger workflow events on a schedule is missing this system. Currently, there has to be a trigger initiated by a user and we have situations where we'd like to be able to schedule a work flow routine to go out and check from specific situations and then trigger an action. We'd also like to be able to trigger workflow actions on one object based on something in another object and this capability is very limited.
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
Compared to other competitors I find it very easy to use and learn .It has been helpful in our organisation and we have been able to manage our projects and operations well without interference.
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.
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
MS Dynamics was easy to integrate to MS Power BI. This BI and reporting aspect is a clear strong point for Microsoft. MS solutions seem easier to integrate and learn, but this depends on the IT landscape and the complexity of integrations in a respective company.
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.
This software can display in real-time when an order is submitted, received, fulfilled, and shipped out. We are able to know within the week of what new orders came in and how effective we are being from targeting specific regions of the nation.
