LeanData vs. Session

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

• 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

• 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

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

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

• 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.