What users are saying about
29 Ratings
3 Ratings
29 Ratings
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Score 9.3 out of 100
3 Ratings
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Score 9.8 out of 100

Likelihood to Recommend

LeanData

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).
Travis Henry | TrustRadius Reviewer

RollWorks

You can take a look at this platform if you are looking to reach specific companies through advertising, generate sales and improve your marketing.
Stella Olsson | TrustRadius Reviewer

Pros

LeanData

  • 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.
Rick Scouffas | TrustRadius Reviewer

RollWorks

  • Reports & dashboards are very robust
  • Straightforward & easy to use interface
  • Responsive & flexible customer support
Megan Kratzman | TrustRadius Reviewer

Cons

LeanData

  • The visual interface is easy to use, but not intuitive. Many of the design decisions make a ton of sense- with training- but it can be hard to explain to laypeople.
  • Bits and pieces of the architecture (such as territory management and round queues) are separated from the core routing graph interface - there are many parts to keep track of.
  • The enrichment you can get from accounts is only as good as the enrichment of your accounts. If your account information is bad, the attributes you can match to leads will be bad. Data quality matters.
Anonymous | TrustRadius Reviewer

RollWorks

  • It was a bit difficult to be able to implement it with other software, we were barely able to connect it to Salesforce.
  • They should be able to dig deeper into Salesforce reports within this platform.
Stella Olsson | TrustRadius Reviewer

Usability

LeanData

No score
No answers yet
No answers on this topic

RollWorks

RollWorks 10.0
Based on 1 answer
Its system is very modern and simple, thus being able to be understood by both clients, qualified personnel and also for new users.
Stella Olsson | TrustRadius Reviewer

Support Rating

LeanData

LeanData 9.2
Based on 4 answers
They are always there to help. I reach out all the time and they get on the phone in a second.
Anonymous | TrustRadius Reviewer

RollWorks

RollWorks 10.0
Based on 1 answer
The support has always been willing to help from the get-go, they also helped us understand the reports in a way that we can streamline our sales process. All the doubts that we have consulted with the support team have been resolved.
Stella Olsson | TrustRadius Reviewer

Alternatives Considered

LeanData

The above are all excellent products in their own right, but lack the specialized focus of Lean Data.
Anonymous | TrustRadius Reviewer

RollWorks

We've used Google Ads in the past for remarketing and still do, but the ability to target key accounts in RollWorks is unmatched.
Megan Kratzman | TrustRadius Reviewer

Return on Investment

LeanData

  • 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.
Jason Lopez | TrustRadius Reviewer

RollWorks

  • We're able to closely target key accounts, saving from wasted spend
  • RollWorks has been key for getting in front of key contacts
Megan Kratzman | TrustRadius Reviewer

Pricing Details

LeanData

General

Free Trial
Free/Freemium Version
Premium Consulting/Integration Services
Entry-level set up fee?
No

RollWorks

General

Free Trial
Free/Freemium Version
Premium Consulting/Integration Services
Entry-level set up fee?
No

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