LeanData vs. Troops vs. Truly

I am overall satisfied with how LeanData has been helping the business as it really revolutionized the way we process our leads/contacts and have them assigned and actionable by our sales reps. It takes away the once repetitive and tedious tasks that are done manually which really introduces a lot of error and consumes a lot of time and effort. LeanData seamlessly does that job for you on your behalf. Definitely recommend

Incentivized

If you use a CRM (Salesforce, Hubspot, etc.), and a work communication system (Slack, Teams), this product will be extremely helpful

Incentivized

• 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.

Incentivized

• Troops does a great job of bringing efficiency to the workplace. I am able to jump right to certain deals and learn details of the deals that are coming in straight from Slack. Getting all that info quickly and all in one place has been crucial for our team.
• Troops does an awesome job of notifying me when signals are shown in my accounts. It lets me focus my attention on the more important accounts, and helps me find what accounts are in the news.

Incentivized

• 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.

• One thing I would like is more customization regarding the notifications I receive. Letting a user make edits to the certain notifications they get could be nice.
• Troops opens a new tab/browser every time I click on a new lead. It makes things difficult to organize with multiple tabs open.

Incentivized

Have renewed 3x already. It's the best system we've seen for managing actions and outputs across multiple platforms

Incentivized

Once you have a graph set up, it can largely be left to its own devices. The process of setting up the initial graph is long and involved; however, the result speaks for itself. With continued learning, it will always remain usable and scalable to accommodate further changes down the road.

Incentivized

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.

Incentivized

Every time I have had a question, challenge, or looked to submit feedback, the team was ready to live chat or hop on a phone call to discuss.

Incentivized

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

We looked at the native Salesforce "integration" with Slack, but it was brief. Troops was so much stronger that it wasn't much of a consideration.

Incentivized

• 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.

Incentivized

• Accurate forecasting.
• Streamlines our agenda.

Incentivized