LeanData vs. Schedulicity

I am overall satisfied with how LeanData has been helping the business as it really revolutionized the way we process our leads/contacts and have them assigned and actionable by our sales reps. It takes away the once repetitive and tedious tasks that are done manually which really introduces a lot of error and consumes a lot of time and effort. LeanData seamlessly does that job for you on your behalf. Definitely recommend

Incentivized

Everyday use is good enough, we don't have an overly complicated product that allows us to complete the tasks given to us and schedule and reschedule the meetings. The ability to allow the user to control the scheduling of meetings and look in the calendar for specific timelines has never been easier. The stress that is on the user is taken away from the user by the tool itself.

Incentivized

• 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.

Incentivized

• integrates well
• clean interface
• Great customer service
• Affordable

Incentivized

• Reporting Functionality. Great log information about what happened to individual leads, but the dashboarding in the product could be more robust.
• Territory Rules. The product does not take advantage of existing territory logic that you may have in Salesforce.com. You need to "re-build" territory ownership in the product. Not necessarily a con as this can functionally replace much of what's in SFDC.

Incentivized

• Any change is a difficult process.
• Proper internal communication is important to make employees understand.

It has become instrumental in our organization

Once you have a graph set up, it can largely be left to its own devices. The process of setting up the initial graph is long and involved; however, the result speaks for itself. With continued learning, it will always remain usable and scalable to accommodate further changes down the road.

Incentivized

There is no way I would have such a successful implementation of this product without the implementation and support team. They have been patient, helpful, and very responsive. Even after I had gone live and had been so for a while, our org and thus our criteria had changed. They continued to help me make the necessary tweaks to ensure I was up and running.

Incentivized

The support team is awesome. The turnaround is quick and if the software cannot support my current need they are really good about giving me a work around.

Incentivized

They both have their own ways of doing what LeanData does, but having our Lean data built inside Salesforce gives us an edge: we don't have to manage an integration between the 2 tools, since they are already inside our instance. It does what other tools do, but inside our CRM

Incentivized

It allows to increase productivity, facilitates the organization for all those involved, the results it offers, and its effectiveness compensates for the price it costs. They simply have to check-in and check out. Make better business decisions, train your team with personalized permissions, and you have a modern and organized platform. You can configure the work areas.

• We had a rough initial roll-out which negatively affected confidence in LeanData for some on the organization. We have since implemented a re-launch. This second launch went very well, but we still face in internal battle to re-gain confidence in the solution. Overall, it is working very well now.
• We have seen an accelerated lead response time as we can get leads into the hands of reps faster. We can now create hundreds of opportunities and assign them to reps in approximately one hour. Extremely scalable. We can create 100 opportunities in the same amount of time it takes to create 1.
• Automating previously manual processes has helped us take a headcount and assign that person other responsibilities as they are not spending as much time manually processing leads.

• Positive - Client text message reminder. Missed appointments have decreased to zero no shows.
• Positive - Informing clients of weekly openings via marketing emails.
• Positive - Employees are able to take days off and I can mark them accurately in the system.
• Positive - Personal Time feature. Allows me to track why an employee is out.
• Negative - Shutting the business for vacations because I have to spend hours going into each providers schedule and individual cancelling each appointment that has been made.

Incentivized