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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SimplyBook.me
Score 9.9 out of 10
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SimplyBook.me is an appointment booking system that improves customer service. It is designed to make the booking process simpler and more efficient.
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.
SimplyBook.me is actually well suited for product/service based business which require one to one involvement with clients or prospects or if the users need support. SimplyBook.me comes really handy for booking the concerned person's time slot as per their availibility or open time, both parties can see their availibility and connect/sync accordingly.
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.
Schedule delay for beyond a day because there are times when I want to book beyond 3 or 4 days but I have to instead remember to come back before 1 day to set the reminder.
Confusing to pay for different features because many times I have found it unclear what features will be available to a paid user and what still will need to be paid for.
The interface is not easy, it takes time to adjust to things and find the options you find, navigation becomes relatively easier once you get the hang of the app.
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.
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 software works far better for this specific industry when placing candidates in the medical field. The reason why is client information for companies and candidates is important to provide to each party. Calendly does an okay job at this but the integration could use work. EngageBay has a lot of other tools and isn't primarily a calendar tool but the calendar has basic features we used.
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.
In around an hour or so, I have been able to solve my worries about getting paid, organizing my time, leaving me the time and energy to teach and to concentrate on promoting my business.
It's allowed me, in one stroke, to move forward my plans to add native-speaking language tutors to engage in follow-up courses.
