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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VerticalResponse
Score10 out of 10
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VerticalResponse is an email campaign management software and services platform from Deluxe. In addition to providing email marketing tools, VerticalResponse offers fully managed email marketing services from campaign launch and management to reporting and analysis.
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
For businesses requiring advanced email marketing features like sophisticated automation, in-depth analytics, and extensive customization, VerticalResponse might fall short due to its limited featuresVerticalResponse is ideal for small businesses or freelancers who need a simple, straightforward email marketing tool. Its ease of use and basic features make it suitable for those without extensive technical expertise in email marketing
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
I love the ease of list builder because we often times have a lot of data to import. It would be simply impossible without this tool, considering the amount of customer data we have for any one given email.
We really enjoy the ease of use of the HTML wizard as well. It helps even a novice be able to make a beautiful and attention grabbing email.
The dashboard is functional and easy to find when you need with a quick search.
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.
The type face is small. Not sure if this is to avoid overwhelming the reader, but I could see this being an issue with vision-impaired people or people who don't see small print well.
Sometimes I find it takes multiple clicks to make one simple change. I wish there was a search field at the top of the screen that allowed me to jump directly to a client's entry to update it 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
Product is easy for both technical and non-technical people to use. A cost effective solution for sending out large number of messages. We can manage unsubscribes by individual accounts, so we can have multiple multiple accounts combined to maximize our buying power on credits. Effective API for sending/receiving data makes tool a valuable asset.
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
I truly love this product. We are moving to an all-in-one system next year and my greatest fear in doing so is how much I will miss this platform. Although we are excited for things ahead, I will always keep Vertical Response in my back pocket incase I don't love the new platform as much
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
At Vertical Response the help desk associates are courteous, knowledgeable and helpful. You can tell they enjoy what they do. And clearly, they are well trained because most times, the first point of contact is able to resolve any issue you may have. There have been very few times where an associate has needed to get back to me or escalate me to a supervisor
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
Basic functions and online help...we used what was needed, at the time, and will continue to explore other online trainings as our functional needs expand
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
In addition to using Vertical Response personally I also manage email marketing for clients that already use Mailchimp, Robly and Constant Contact. While most of these platforms all offer similar features I choose Vertical Response first if the client does not have a platform in place. Typically I am also teaching the client how to use this tool and the Vertical Response visual interface is very easy for me to teach a client how to navigate and create their own campaigns.
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. 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
