LeanData vs. Setmore

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.

Incentivized

SetMore is getting aged as it is. we have been moving progressively to other solutions for scheduling with far better integration. however, SetMore is a good tool to implement in start-ups and small business where you need to have plans and activities scheduled with individuals inside and outside of the organization. As mentioned, this tool is used internally with the support team, sales team, RRHH. This last uses with recruitment prospects that can go to the website and schedule its interview with an assigned person considering the availability of it.

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

• Good/fair price compared to competitors.
• Every user on the account gets their own personalized appointment scheduling link.
• Flexibility with services you can make available.

Incentivized

• 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.

• Would like if it could sync directly to Google calendar (i.e have a direct plugin) without going through the website.
• Could have a "how to" tutorial for booking appointments for users.

Incentivized

Have renewed 3x already. It's the best system we've seen for managing actions and outputs across multiple platforms

Incentivized

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

Incentivized

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.

Incentivized

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

SetMore is so much simpler while providing great features. The ease of use makes this a better product for our clients and staff without sacrificing many of the bells and whistles that others tout. The online booking pages ability to schedule without creating a login has led to more visitors scheduling appointments instead of clicking away when scheduling.

Incentivized

• 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.

Incentivized

• Planning meetings
• Schedule Demos or Coaching with prospects and customers
• Recruitment interviews set up without making a call and confirming both sides for availability to arrange the meeting
• Web interface for internal and external users

Incentivized