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.
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Schedulicity
Score 7.6 out of 10
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Schedulicity is an appointment booking platform from the company of the same name in Bozeman, Montana.
Inbound Lead Automation is king. This is why we implemented LeanData, and it has exceeded our expectations so far. It has completely replaced the one person we needed to manually intake leads, and it is doing so with a low margin of error. Less appropriate is when we are getting clients outside of our markets, due to Partnership agreements, where the routing doesn't work cleanly since there is no defined territory. We are working to address that, however.
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.
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.
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.
I would like the ability to search the schedules of all tutors for the next available opening.
When scheduling a provider off for a day or if the provider is sick, I would like the program to ask me if I need to cancel all appointments for the provider and allow me to give a message to the client why it is being canceled.
Office closed messages. - If I close the office for a week because of vacation, spring break, etc... I would like Schedulicity to cancel all the appointments on the specified dates and give me the option to send a message to my client's explaining why we are closed. Currently, I need to go into each individual provider and mark the days off and then go into each provider's schedule and cancel each appointment. It takes a long time to do this with 14 employees. It would be easier to indicate the business is closed, cancel all provider's appointments on those days, and then have an option to send a notification to clients indicating why the center is closed.
The tool can be complex, but the layout is and UI is easy to understand. And their help in the form of webinars, certifications, and documentation with videos is really robust. This is one of the things that makes me love this tool and be willing to recommend it to others
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.
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.
We tried using Ringlead for routing purposes but the way the logic needed to be built was super complex, repetitive and prone to manual errors so we like Leandata as auditing and testing is better and you can even see where the error is for your graph. Having a graphical or visual presentation really made the difference
This is night and day from the excel spreadsheets we were using to set appts manually. We have seen productivity and scheduling mistakes diminish quickly. Very happy with this product.
LeanData has enabled us to eliminate the need of numerous subscriptions by providing us with capabilities such as lead management and revenue projection.
Use of the tool has improved our sales productivity and enhanced sales forecasting and reporting.
The software has made it possible for us to streamline communication with our business prospects, track deals and efficiently manage leads.
