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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Xola
Score 10.0 out of 10
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Xola, headquartered in San Francisco, provides cloud-based software designed to make it simple for businesses to manage reservations in real time from any channel—bookings made in-person, over the phone, through their company website, on Xola’s vendor mobile app, with local resellers, and online travel agents that are integrated with Xola.
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.
Xola is suited for small, medium, and large businesses that handle internet bookings, direct telephone bookings, and concierge/affiliate bookings. It tracks scheduling, payments, affiliate billing, can message customers through SMS or email, can hold notes on clients as any good CRM should, can be automated to do many features through the integration of apps.
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.
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.
Integrating the Viator / Trip Advisor API so that the encrypted customer emails can show up in Xola and the client may be emailed from inside Xola. Viator says that other platforms allow this but Xola is still lagging on this one.
Some minor tweaks allow the integrated tipping app to append a more customized message.
Really trying hard to find something else to say because Xola does everything really well.
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
Xola has many similar features but in the end, the friendly fast 24/7 free always on and always ready to help customer support blows everyone else away. Many times I have found Xola to be able to expedite a customer issue or confusion with software integration or support for their software in a way that saves $$$ because my reservationists can resolve the issue or their confusion and quickly get back to work.
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.
