LeanData vs. ZoomInfo Operations

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

The application is one that I would highly recommend for your sales team as they are able to seek out information that they would not normally be able to obtain through something like Salesforce or other applications. ZoomInfo for sure is the leader in my opinion in this area and I love the releases and additional features that they are always releasing.

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

• EverString allows us to build account lists based off in-depth firmographic or technographic data. It's far more accurate than trying to build these lists any other way.
• EverString is fast. Where it might've previously taken us weeks to build lists of this quality, we now can build them in a matter of minutes (and have them ready to be published in a couple of hours).

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

• Contacts underneath Companies can be outdated by 4+ years (left employer years prior).
• Customer support is not as engaged as a smaller software company might be. Delays in solving issues.
• Limits in sharing lists, queries, and tags between users under the same account.

Incentivized

Would love to keep everstring as part of our tech stack in the future. if we ever have to move from everstring it will be due to budget not the solution itself.

Incentivized

The rating is simply because the tutorials can be made a lot more interactive. The tutorials are of such a level that it gets boring to a point. Also, another suggestion would be to incorporate pop-up help menus which would I believe help out immensely as well in case of improvement of usage for beginners.

Incentivized

No problems

Incentivized

Had very good experience when using it

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

I’ve had one support request that was addressed and resolved within 30 minutes

Incentivized

It was helpful

Incentivized

Have a plan on how you're going to evaluate. We had a two-month trial period, but a six-month average lead cycle time, making it impossible to evaluate on a purely new-business ROI basis within the trial. We applied the model to our prior data, which demonstrated how much time and effort was devoted to accounts that weren't going to close

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

This has a similar issue to RingLead Capture, as it only returns the data that users themselves update, which is often outdated or incorrect. However, RingLead Route does allow lead assignment and tracking in more ways than LinkedIn Sales Navigator does, which is helpful in visibility of what a full sales team is doing.

Incentivized

Hasn’t experienced any issues to doubt reliability

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

• I have just signed a $9M account with the help of this product.
• I've had to double-check information due to accuracy.
• More analysis is to be conducted about the team's ROI, as it is early in the process for my company.

Incentivized