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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x.ai
Score 9.4 out of 10
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x.ai is an artificial intelligence-based scheduling platform from the New York headquartered company of the same name.
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.
X.ai is very well suited for a departmental type use where Amy has access to everyone's calendar. It is a requirement that people keep their calendars up to date and live by them. Otherwise Amy might think that you are free when you have a flight booked or are on vacation. She is extremely good for those times when a prospect agrees to talk to you at a conference. I just send them a quick email, cc Amy and tell her to set up a call, and it magically shows up on my calendar!
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.
x.ai makes it easy to initiate, schedule, and manage meetings with internal and external constituents. Especially in the case of internal constituents, scheduling is almost instantaneous on the team plan because the AI can see the available/busy schedules for anyone in our G Suite domain and schedule meetings based on my preferences and the other person's availability.
The calendar function makes it easy for me to share a limited calendar with others so that they can automatically schedule a meeting with me without having to go back and forth.
The customer service team at x.ai is stellar. They are kind, quick to respond, and typically resolve cases on the first try. They are also incredibly receptive to feedback and new ideas that often get incorporated into the product.
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 person mentioned that the zoom link isn't easy to open from the calendar appointment
Some people have been confused by using the names "Amy" or "Andrew", not realizing these are AI bots. So, I now use the "X.ai scheduler" to avoid confusion
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
Heard about Claralabs AI assistant from friends using this service. But I found x.ai to be suited for my requirements. Claralabs is also good but when it comes to pricing and ROI, x.ai is better.
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.
