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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Uptempo
Score7.7 out of 10
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Uptempo is marketing planning software used by enterprise marketing teams to centralize campaign and budget planning, track spending, predict and monitor performance, and pivot plans in real-time to enable marketing agility.
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
Although the Analytics part is already available it could be improved. So for now Allocadia is very recommended if you are looking for a data maintenance software but less appropriate as a analysis tool. Ask yourself what is it you are looking for (analysis or controlling) and for which purposes (management level or specialists). The costs are very resonable and an absolute Plus!
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
The user interface is clean, well-thought out, and easy for marketers to use. It behaves like their spreadsheets in all the right ways...without the baggage of having budgets locked into separate spreadsheets.
Allocadia knows that revenue attribution is important, and has great out-of-the-box adapters to flow actual spend and actual performance in to the tool.
The reporting engine is both substance and style. Data is accurate, can be sliced-and-diced, and is easy for marketers to get what they want in an ad hoc fashion, if a canned report does not already exist. The visuals are also excellent, which promotes the use of analysis.
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. 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
I am hesitant to comment on renewal in detail because we haven't been using the system for very long. But I am encouraged by the speed and ease of implementation, and look forward to getting to know the system better.
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
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
Uptempo can integrate with other helpful tools, making it so powerful in achieving tasks. The cost of licensing is relatively cheaper compared to other software. It is also more efficient and saves a lot of time. The sales team also offered us a lot of training.
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
We have been able to more effectively look at our buys and see how they are performing on an ROI basis. Previously our spend data and leads were in two different places but this has allowed us to combine them.
We have only been in the software for five months so I think we will continue to see the ROI impact as we build out reports. Right now we're still trying to find the reports that will help us the most in our optimization.
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
