LeanData vs. SalesboxAI

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

If you are experienced in ABM program execution or just about getting started, SalesboxAI helps you scale your outreach into your target accounts. This is a great tool for early stage, growth stage and established organizations with a clear B2B buyer focus, especially dealing with multiple buyers in an account. If you are struggling to fill the sales pipeline, get them. If you are struggling with loads of cold leads, get them. If you are struggling with brand awareness despite good product, get them. If you are looking to launch a new product and need quick branding into b2b buyer groups, get them

• 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

• Which accounts are in the market for your solution
• Find key contacts at your target accounts
• Follow up with every lead through AI Assistants
• Retarget your leads through LinkedIn and Facebook
• Get conversations and meetings with key contacts at your target accounts

• 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

• They could simplify the platform more
• LinkedIn integration could be better
• Implementing their chat widget is a manual process though it is more customizable than other alternatives

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

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

I like the fact that SalesboxAI is a unified product which combines Account intent and AI follow-ups to prioritize accounts for sales team. Great toolkit for your ABM program

• 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

• Added more accounts to our funnel through intent feed
• Doubled the demo rate within 6 months
• Added $2.2m verified opps