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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Uberflip
Score8.2 out of 10
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Uberflip is a content marketing platform from the Toronto company of the same name. Central to Uberflip is its content hub for aggregating, centralizing, organizing, and finally curating content for delivery to targeted audiences in streams, culminating in the call-to-action (CTA). Uberflip also contains analytics that show how effective these CTAs are (and in what context they are effective or not) so poor content can be confidently dropped in favor of what works.
For $200 monthly the user…
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
Uberflip is well suited to bring your larger organization into sharing content. Instead of relying only on marketing to be driving content, Uberflip has made it easy to integrate content into the sales process or client services process, with the ability to make the experience unique to sales or CS. Where Uberflip may not be as suited is if you are looking for landing pages to capture leads, most of the time for landing pages designed to sell a product you want to add specific feature copy and be able to place a gate over content without having a user jumping from page to page, while also having the gate capturing information and allowing you to trigger activities from your marketing automation system. Uberflip doesn't allow you to add copy or manipulate a landing page and only allows you to add information from a gate to a static list, which does not allow you to automate the process.
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.
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
This serves all of our content marketing needs, but our sales team does need a more robust sales enablement solution. It's hard to have the engagement/usage data for different kinds of content in disparate systems. But I've looked for years and been unable to find a one-size-fits-all solution to solve all marketing and sales enablement use cases.
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
For me this has been very easy to use. Once we got the basics down it was easily repeatable and if we did end up having questions our point of contact was very helpful and fast in getting our questions answered. If it was above their capabilities they brought in a support professional who really made it easy for us to learn and replicate their steps.
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
The support and the team at Uberflip is THE BEST!!! They are seriously so great. They got to know me on a personal level and really cared about getting my Hub set up the way I wanted and they want my Hub to be successful. They even took a few of us out to dinner when they were in my area for a marketing event. They are always there to help me and only a quick email or phone call away
It wasn't exactly training but there was a step by step check list of things in a project the Uberflip team shared with me. There were links to helpful articles on it that walked me through how to set things up
The implementation team was with us every step of the way, helping us map what needed to be done, providing examples of other customers and being as hands-on as we needed
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
When it comes to asset management, Uberflip has a HubSpot beat. That doesn't mean HubSpot isn't necessary for other functions, but when it comes to the content itself, the backend organization, reporting (item and stream level), and delivery of the content is much more useful in Uberflip. Otherwise, they have the same learning curve.
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
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
