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 If you are a small or growing team that understands experiential, ABM, and gift marketing strategies and how to leverage them, Postal.io gives you everything you need with moderate CSM coverage, without the white glove price tags of similar solutions like
Sendoso .
Emily Popson Director of Demand Generation, Web Strategy & Customer Marketing
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 Integrates with sales engagement, marketing automation, and CRM platforms Provides tracking and reporting on spending and channel effectiveness Offers an extensive marketplace of various items for any budget Comes with unlimited seats and sends 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 Navigation -Took time to find custom hyper links. Finding items - Can be hard to find where items are on platform. Layout could be better. Read full review Likelihood to Renew We get so much value out of the platform that I can't find any legitimate or logical reason why we wouldn't renew. Their team has been a pleasure to work with.
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 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 Postal.io was a more budget-friendly option than the alternatives I considered. We knew our gifting budget wouldn't be huge so we were willing to go with something less established in order to make sure we had as much budget left over as possible. We also like the flexibility with Postal.io that we could add almost anything to their marketplace if we could find it available online.
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 Increased Productivity: It has taken a huge headache out of keeping and maintaining what swag is on hand has saved a LOT of company time easier to reach out to potential clients Read full review ScreenShots