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
Score 8.0 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…
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.
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.
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.
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).
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
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.
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.
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.
