LeanData is a solution 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.
N/A
Salesforce Maps
Score10 out of 10
Small Businesses (1-50 employees)
Salesforce Maps (formerly MapAnything) helps users map their CRM data. Users can: View customer, prospect, employee, partner, & competitor locations Build routes, call lists, campaigns, & event invite lists directly from the map Map wins & losses and visualize team activities & performance Maps is Salesforce-integrated & was built on Force.com. According to the vendor, the software has 1400+ customers so far. Use cases include: Field…
It is best because it works like a native Salesforce application. It is not a campaign tool or a reporting tool. Routing match and reporting match are not the same thing. If you put every campaign exception on the graph instead of in a table, the graph diagram gets too big to maintain.
A de minimis incentive was given to thank the reviewer for their time. The incentive was not used to bias or drive a particular response, nor was the incentive contingent on a positive endorsement. More Info
This is best suited when there is territory management at the field or rep level. One can easily distribute the area/ locality, balance revenue, and optimize sales/outcome. However, this may be less appropriate for organizations that operate entirely on remote sales or for those where geographic location does not matter.
A de minimis incentive was given to thank the reviewer for their time. The incentive was not used to bias or drive a particular response, nor was the incentive contingent on a positive endorsement. More Info
LeanData's UX is top notch. I love how intuitive the FlowBuilder is, and how it helps visualize a process. I don't need to use another tool to map out the flow, and then build it again in LeanData. I also love the testing feature.
LeanData support is amazing. So communicative, and helpful. They were so helpful during onboarding, and continue to be a great resource as we optimize.
Territory management/Routing/user scheduling is super easy in LeanData. Far more robust than other solutions out there.
A de minimis incentive was given to thank the reviewer for their time. The incentive was not used to bias or drive a particular response, nor was the incentive contingent on a positive endorsement. More Info
A de minimis incentive was given to thank the reviewer for their time. The incentive was not used to bias or drive a particular response, nor was the incentive contingent on a positive endorsement. More Info
When uploading leads from a tradeshow, if you have multiple leads from the same company, LeanData will create multiple opportunities. We created a work-around to add a delay to the second individual from each company so that LeanData would not create the duplicate opportuntity, but the ability to do that out of the box would be nice.
We have a complex salesforce instance with complicated hierarchies. Sometimes LeanData will match to the incorrect account. We would like it to match to the headquarters.
A de minimis incentive was given to thank the reviewer for their time. The incentive was not used to bias or drive a particular response, nor was the incentive contingent on a positive endorsement. More Info
A de minimis incentive was given to thank the reviewer for their time. The incentive was not used to bias or drive a particular response, nor was the incentive contingent on a positive endorsement. More Info
It has. a really specific use case, but it has delivered all that it has promised. There has been no missing piece of the puzzle in the way we are actually using our tool; everything that was promised is in there, and we have been able to use it swimmingly.
A de minimis incentive was given to thank the reviewer for their time. The incentive was not used to bias or drive a particular response, nor was the incentive contingent on a positive endorsement. More Info
It aligns well with business needs. We clearly get productivity gain, and its seamless integration with Salesforce makes things easier. The ability to visualize things and performance geographically helps us to make better decisions. It also saves us lots of time and effort and increases efficiency.
A de minimis incentive was given to thank the reviewer for their time. The incentive was not used to bias or drive a particular response, nor was the incentive contingent on a positive endorsement. More Info
Fantastic customer success team that ensures deployment starts off on the right foot. There is room for improvement on the side of straategic planning and business consulting services offered by LeanData. I recommend working with an experienced consultant or third party who has implemented the product before.
A de minimis incentive was given to thank the reviewer for their time. The incentive was not used to bias or drive a particular response, nor was the incentive contingent on a positive endorsement. More Info
A de minimis incentive was given to thank the reviewer for their time. The incentive was not used to bias or drive a particular response, nor was the incentive contingent on a positive endorsement. More Info
I selected LeanData as it's more scalable, very user-friendly, easy to work on and be integrated with existing SFDC workflows. I really find it more visually appealing compared to Traction Complete as it's, for me, complicated, cumbersome, has a learning curve with it
A de minimis incentive was given to thank the reviewer for their time. The incentive was not used to bias or drive a particular response, nor was the incentive contingent on a positive endorsement. More Info
A de minimis incentive was given to thank the reviewer for their time. The incentive was not used to bias or drive a particular response, nor was the incentive contingent on a positive endorsement. More Info
A de minimis incentive was given to thank the reviewer for their time. The incentive was not used to bias or drive a particular response, nor was the incentive contingent on a positive endorsement. TR verified that a representative sample of customers was invited. More Info
A de minimis incentive was given to thank the reviewer for their time. The incentive was not used to bias or drive a particular response, nor was the incentive contingent on a positive endorsement. More Info
