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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Terminus ABM Platform
Score8 out of 10
Mid-Size Companies (51-1,000 employees)
Supporting B2B strategies, the Terminus platform offers tactical playbooks that help teams meet accounts throughout their entire lifecycle. It is a platform rooted in first-party data that surrounds buyers with engaging digital experiences from account acquisition to expansion and renewal. The Terminus engine is built to drive ROI, minimize fraud, prioritize brand safety, and turn intent into relevant, actionable insight for GTM teams. Key benefits of Terminus: - Relevant…
It is best because it works like a native Salesforce application. It is not a campaign tool or a reporting tool. Routing match and reporting match are not the same thing. If you put every campaign exception on the graph instead of in a table, the graph diagram gets too big to maintain.
A de minimis incentive was given to thank the reviewer for their time. The incentive was not used to bias or drive a particular response, nor was the incentive contingent on a positive endorsement. More Info
Terminus ABM Platform is well suited for organizations beginning their ABM journey. It is easy to implement and there is a great team to help you do so. Ongoing customer success teams ensure you are taking full advantage of the platform and work to help you develop an ABM strategy that fits your business needs.
A de minimis incentive was given to thank the reviewer for their time. The incentive was not used to bias or drive a particular response, nor was the incentive contingent on a positive endorsement. More Info
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.
A de minimis incentive was given to thank the reviewer for their time. The incentive was not used to bias or drive a particular response, nor was the incentive contingent on a positive endorsement. More Info
A de minimis incentive was given to thank the reviewer for their time. The incentive was not used to bias or drive a particular response, nor was the incentive contingent on a positive endorsement. More Info
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.
Support times are iffy. We've had slower replies and resolutions to issues since they acquired Sigstr and now support both products.
Display advertising generally has low ROI, in part due to "banner blindness". If you're not continuously developing engaging creatives, you're going to see very little return with this platform.
Their UI needs serious work. Some options are locked after you move to the next screen in their campaign wizard (nothing should ever be locked in draft) and unless they've recently changed it, you can't delete dead draft campaigns - just archive them.
There are a few serious discrepancies in the analytics when it comes to identifying which end companies have people who have viewed your ads (i.e. Microsoft has huge numbers because Azure is their product).
A de minimis incentive was given to thank the reviewer for their time. The incentive was not used to bias or drive a particular response, nor was the incentive contingent on a positive endorsement. More Info
A de minimis incentive was given to thank the reviewer for their time. The incentive was not used to bias or drive a particular response, nor was the incentive contingent on a positive endorsement. More Info
Terminus is a turn-key partner in the B2B Account-Based Marketing space. Their model is flexible and efficient which in turn provides effective results. Their sales staff is great and never tries to up-sell, but rather coach and educate our teams to be better at our jobs. It has been great to collaborate
A de minimis incentive was given to thank the reviewer for their time. The incentive was not used to bias or drive a particular response, nor was the incentive contingent on a positive endorsement. More Info
It has. a really specific use case, but it has delivered all that it has promised. There has been no missing piece of the puzzle in the way we are actually using our tool; everything that was promised is in there, and we have been able to use it swimmingly.
A de minimis incentive was given to thank the reviewer for their time. The incentive was not used to bias or drive a particular response, nor was the incentive contingent on a positive endorsement. More Info
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.
A de minimis incentive was given to thank the reviewer for their time. The incentive was not used to bias or drive a particular response, nor was the incentive contingent on a positive endorsement. More Info
I selected LeanData as it's more scalable, very user-friendly, easy to work on and be integrated with existing SFDC workflows. I really find it more visually appealing compared to Traction Complete as it's, for me, complicated, cumbersome, has a learning curve with it
A de minimis incentive was given to thank the reviewer for their time. The incentive was not used to bias or drive a particular response, nor was the incentive contingent on a positive endorsement. More Info
Drift has banners available in their email tool, furthermore, we are able to mimic a Sigstr banner in HubSpot when we build emails by placing the banner image with a link in the bottom of an email, it's just a more manual process. I can't recommend any other solution over Sigstr, they own what they do and don't try to reach in their product marketing and I respect their product for that.
A de minimis incentive was given to thank the reviewer for their time. The incentive was not used to bias or drive a particular response, nor was the incentive contingent on a positive endorsement. More Info
A de minimis incentive was given to thank the reviewer for their time. The incentive was not used to bias or drive a particular response, nor was the incentive contingent on a positive endorsement. TR verified that a representative sample of customers was invited. More Info