LeanData vs. Oracle Siebel Enterprise Marketing Suite (discontinued)

The value of LeanData directly correlates with:

1. Lead volume.
2. Sales role complexity (AEs vs. SDRs vs. Inside Sales).
3. Territory complexity (trying to route based on a combo of industry, geography, company size, and so on).
4. 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).

Incentivized

If you need a hosted rather than cloud based CRM, Siebel is a consideration. It's best suited to organizations with a large customer database. Given the complexity involved you need at least two full time marketing analysts.The email marketing functionality isn't core to the offering and most organizations would be much better served by cloud based email systems. Siebel offers a very comprehensive feature set and is powerful in the hands of a super user. However, given the costs involved in upgrading a hosted solution I would put serious effort into convincing your decision makers to go for a cloud based CRM instead.

Incentivized

• 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.

Incentivized

• Siebel EMS offered useful customer insight and more effective dialogue with recipients by delivering the right message to the right customer at the right time.
• Siebel EMS was very effective for loyalty lifecycle and retention by seamlessly integrating with marketing and CRM platforms.
• Siebel EMS was instrumental in aligning marketing, sales and analytics divisions.

Incentivized

• 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.

Incentivized

• Oracle Siebel Marketing Suite's processing time is not as fast as I would expect it to be. This is the major improvement I would like to see in it.
• It requires a very high level of training being given to the employees for configuring and implementing it in the business needs.
• Expert employees are needed in order to understand the functionality of Oracle Siebel Enterprise Marketing Suite, which is not easy to find.

Incentivized

A very conservative data security policy limits the organization to a hosted solution. At particular issue is the tendency of cloud based CRMs to have data centres based in the US, a major issue for Canadian consumers. Once you have integrated a system of this size and complexity, and have the staff resources to utilize it effectively, it's hard to justify a move to an alternative. Consider Siebel if you are a conservatively run organization with a large database of customers and a big marketing team

Incentivized

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.

Incentivized

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.

Incentivized

Salesforce is easier to use and more open source and available for external integrations.

Incentivized

• 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.

Incentivized

• It has increased the business tactics as we have added more clients who wish to use this technology.

Incentivized