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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Square Appointments
Score 10.0 out of 10
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Square headquartered in San Francisco, California offers Square Appointments, appointment scheduling software. The software is based on technology acquired with BookFresh in February 2014.
LeanData is best suited for lead contact or account routing. If you need Round Robins. If you need reporting on AHT. If you need normalization. If you need a way to identify inbound duplicates. If you want to set up a schedule link and calendar invites for your Sales Reps.
Great for booking and managing appointments. This software is very user-friendly due to its simplicity. The interface is intuitive and easy to use for all ages. The only time this software may not be appropriate might be with someone who is managing their calendar manually and not using a software solution at all.
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.
LeanData is pretty much straightforward if you just know the basics of accessing fields and objects in SFDC, and for me, personal opinion, LeanData is more flexible compared to native SFDC flows, visual-wise. I really find LeanData very easy to work with; when something unusual happens or goes wrong, I can just use the Audit Logs and do some quick search on what really happened there on the routing as it preserves the history
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.
Square Appointment is excellent at support! I have had several calls with them, and not one time have they dropped the ball, leaving me frustrated without a solution — not one time.
The community forum in Square Appointment can answer most of the questions, but if I have had real issues, I am always able to talk to a person. That is very valuable to me as a customer.
We were not able to devote the developer resources to solving the problem in-house at the moment in time we needed to move on this solution. We wanted (needed) a bespoke solution where implementation could be handled outside of our organization. LeanData was able to offer that and on the timescale we were beholden to.
Though office can offer a lot of appointment base tasks. Square appointments seem to help keep track, with a more direct approach. It helps to declutter integrations and information, that can often get missed and feel to convoluted. It's approach is more specific in handling appointment needs and scheduling. We would recommend it.
