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.
LeanData is best suited for lead contact or account routing. If you need Round Robins. If you need reporting on AHT. If you need normalization. If you need a way to identify inbound duplicates. If you want to set up a schedule link and calendar invites for your Sales Reps.
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
LeanData is pretty much straightforward if you just know the basics of accessing fields and objects in SFDC, and for me, personal opinion, LeanData is more flexible compared to native SFDC flows, visual-wise. I really find LeanData very easy to work with; when something unusual happens or goes wrong, I can just use the Audit Logs and do some quick search on what really happened there on the routing as it preserves the history
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 were not able to devote the developer resources to solving the problem in-house at the moment in time we needed to move on this solution. We wanted (needed) a bespoke solution where implementation could be handled outside of our organization. LeanData was able to offer that and on the timescale we were beholden to.
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.
