LeadData is 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. This is available with any marketing automation platform synced to Salesforce.com, so users of Eloqua, Marketo, Act-On, Hubspot, and others can use LeadData Demand Management. This product is built on top of the LeanData Lead2Account Matching engine.
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RealZips GeoData Platform
Score 3.0 out of 10
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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
No answers on this topic
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
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Nonprofit discount: Monthly pricing is discounted to $15 per user.
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
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.
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.
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.
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.
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.
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.
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.
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.
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.
