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.
N/A
RealZips GeoData Platform
Score3 out of 10
N/A
RealZips GeoData Platform for Salesforce.com is a sales intelligence software solution offered by RealScenario, Inc.
$25
per month per user
Pricing
LeanData
RealZips GeoData Platform
Editions & Modules
Standard
Contact Sales
Advanced
Contact Sales
Premium
Contact Sales
Enterprise
Custom
No answers on this topic
Offerings
Pricing Offerings
LeanData
RealZips GeoData Platform
Free Trial
No
Yes
Free/Freemium Version
No
No
Premium Consulting/Integration Services
No
No
Entry-level Setup Fee
No setup fee
No setup fee
Additional Details
—
Nonprofit discount: Monthly pricing is discounted to $15 per user.
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
RealZips GeoData Platform is well-suited for Saleforce users and administrators who need to send targeted emails and snail mails and segment reports by a certain geographic area and are frustrated with Salesforce's built-in process for this, which is mostly non-existent. Other marketing platforms may handle this scenario better, but for Salesforce, RealZips is the best option
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 main strength of RealZips GeoData Platform is the ability to query the "Metropolitan Area" field they provide, which is based on the contact's zip code. For example, if you are looking to promote an event to all contacts in the New York City area, this field will automatically show contacts living within several miles of NYC, not just those living in NYC itself.
RealZips GeoData Platform automatically provides a zip code for contacts who may have that part of their address missing from their contact page. This helps keep the address data clean.
RealZips GeoData Platform will help you sort your prospects or leads into geographic areas, helping you schedule in-person meetings while on the road.
RealZips GeoData Platform provides a generous non-profit discount.
RealZips GeoData Platform only requires the contact to have a zip code to work. The contact does not need a full address.
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.
RealZips GeoData Platform may be difficult to learn at first, as their reporting tie-in fields need a certain syntax. But once you figure it out, it becomes clearer for future uses. Otherwise, the product functions as intended.
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
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
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
RealZips GeoData Platform integrates very well with Salesforce.com and works seamlessly alongside other apps, such as the Nonprofit Success Pack and Causeview, which transform Saleforce's data into a non-profit focused layout. Any changes in Salesforce's data structure do not seem to impact RealZips effectiveness. Furthermore, it works well as a data-cleaning tool, which increases the potency of all other apps.
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
RealZips GeoData Platform has had a positive ROI by allowing us to target specific contacts based on their geographic location, not their physical address.
RealZips GeoData Platform has had a positive ROI by providing a very generous non-profit discount.
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
