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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Engageware
Score 9.0 out of 10
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Engageware (formerly TimeTrade) helps leading brands optimize engagement through all phases of the customer relationship. Engageware’s Intelligent Appointment Scheduling platform harnesses artificial intelligence to improve meeting scheduling strategies through real-time customer insights and actions, in order to produce better meetings, and higher growth. The vendor states that with Engageware, customers can outpace their peers by nearly 3X. They further boast tens of thousands of businesses –…
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.
It's well suited if you're on a budget, don't want to pay a recurring fee, and need a way to automate appointments. However, when I get around to it, I think I'm going to look for a more reliable tool. It's really less appropriate when appointment setting is "mission-critical" -- that is, your business is entirely dependent on a reliable appointment setting system -- for example, if you're a hairstylist, dentist, etc. I believe there are many other tools out there specific to these purposes.
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.
I find the interface to be a tad clunky and not that intuitive. I don't love the look and feel.
My goal was to use TimeTrade exclusively for prospecting calls, which I gave a specific name. (e.g. Fall back in love with your business coaching session). I scheduled these open appointments for specific time slots when I'm available. I was surprised to discover that people could schedule different types of appointments at any open time in my calendar, not just the time slots I prefer.
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
TimeTrade has been my favorite way (that I've discovered so far) to organize meeting attendees from different organizations and coordinate a time that works for everyone.
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.
