What users are saying about
29 Ratings
Top Rated
81 Ratings
29 Ratings
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Score 9.3 out of 100
Top Rated
81 Ratings
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Score 7.9 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

Salesforce CPQ

It is actually well suited in most sales scenarios, perfect for the one I am operating under, which is a budding and upcoming eCommerce platform like industry buying where new SKU's across various categories and subcategories and various pricing and discounts keep on being added to the system and quoting and finding details becomes a difficult task, there in Salesforce CPQ becomes a game-changer.
Prashant Choudhary | TrustRadius Reviewer

Feature Rating Comparison

CPQ

LeanData
Salesforce CPQ
7.8
Quote sharing/sending
LeanData
Salesforce CPQ
8.1
Product configuration
LeanData
Salesforce CPQ
7.4
Configuration options
LeanData
Salesforce CPQ
7.9
Pricing rules
LeanData
Salesforce CPQ
7.3
Price adjustment
LeanData
Salesforce CPQ
7.2
Purchase history and open contracts
LeanData
Salesforce CPQ
8.0
Guided selling/Sales portal
LeanData
Salesforce CPQ
7.8
CPQ reporting & analytics
LeanData
Salesforce CPQ
7.9
CPQ-CRM integration
LeanData
Salesforce CPQ
8.3
Attachments to quotes
LeanData
Salesforce CPQ
8.1
Order capturing
LeanData
Salesforce CPQ
7.8

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

Salesforce CPQ

  • Salesforce CPQ easily maps to standard and custom fields within the opportunity in SFDC, allowing you to avoid time spent duplicating effort or copying and pasting deal criteria.
  • Salesforce CPQ connects directly to pre-determined price book, making it very easy to provide a proposal based on standard cost and/or add discounts to standard cost and reflect those reductions on the order form as appropriate.
  • Salesforce CPQ provides the ability for administrators to configure workflows for approval based on certain discount %'s on the standard cost, offering a quick and easy way to route automatically through the organization for approval.
Danielle DesBiens | 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

Salesforce CPQ

  • More complex product and configuration rules seem overly complex. If any math is required in a rule, even simple quantity rules can very complicated.
  • Quote templates while easy to customize are very simple in their layout. We'd like to be able to have more dynamic and visually appealing quote templates.
  • Guided selling is lacking in very basic ways. You can't create questions with dependencies for "if this, then that" or an intuitive questionnaire or guided selling wizard.
Anonymous | TrustRadius Reviewer

Likelihood to Renew

LeanData

No score
No answers yet
No answers on this topic

Salesforce CPQ

Salesforce CPQ 9.1
Based on 1 answer
The company is very easy to work with and is growing by leaps and bounds. We do not anticipate switching vendors anytime in the near future
Marcus Sandelowsky, CLSSBB | TrustRadius Reviewer

Usability

LeanData

No score
No answers yet
No answers on this topic

Salesforce CPQ

Salesforce CPQ 8.6
Based on 3 answers
After the initial set up, end users who are not the most tech savy are generally finding it easy to navigate
Marcus Sandelowsky, CLSSBB | 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

Salesforce CPQ

Salesforce CPQ 7.8
Based on 13 answers
We feel the implementation went rather smooth as we were already up to speed on Salesforce.com, and it shortened the time to launch, in my opinion. Since we went with an out-of-the-box version, there was less customizing needed to make with work in our environment and software that the salesmen use.
Richard Peterson | 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

Salesforce CPQ

It is a strong offering if your a Salesforce customer. We previously used Panda Doc and the integration with Saleforce was just not robust enough as we've expanded. Panda Doc allowed for much more customization and control of templates. However, the pricing rules, discounting logic, and guided selling were all much more important to our overall process as we've grown.
Anonymous | 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

Salesforce CPQ

  • The use of Steelbrick has created significant positive productivity for Mitsubish Electric sales. An online price book and quote input function, along with the ability to clone a quote to efficiently start a new quote has improved sales process and inventory planning. This elevated our sales teams from monthly spreadsheet submissions to real time opportunity and inventory planning.
  • Use of SteelBrick also improved customer service. When a customer places an order today, the sales order processing team has ready access to approved proposals and pricing, instead of looking for the appropriate spreadsheet file containing a customer proposal.
Chris Osment | TrustRadius Reviewer

Screenshots

Pricing Details

LeanData

General

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

LeanData Editions & Modules

Additional Pricing Details

Salesforce CPQ

General

Free Trial
Yes
Free/Freemium Version
Premium Consulting/Integration Services
Yes
Entry-level set up fee?
Optional

Salesforce CPQ Editions & Modules

Edition
Basic$301
Professional$501
Enterprise$751
  1. Per User per Month
Additional Pricing Details

Rating Summary

Likelihood to Recommend

LeanData
9.1
Salesforce CPQ
8.1

Likelihood to Renew

LeanData
Salesforce CPQ
9.1

Usability

LeanData
Salesforce CPQ
8.6

Reliability and Availability

LeanData
Salesforce CPQ
9.1

Performance

LeanData
Salesforce CPQ
8.2

Support Rating

LeanData
9.2
Salesforce CPQ
7.8

Scalability

LeanData
Salesforce CPQ
8.2

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