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.
N/A
Zoho Bookings
Score 9.0 out of 10
N/A
Zoho Bookings is an appointment scheduling software that helps individuals and teams across industries book meetings and services.
$8
per month per user
Pricing
LeanData
Zoho Bookings
Editions & Modules
Standard
Contact Sales
Advanced
Contact Sales
Premium
Contact Sales
Enterprise
Custom
Basic
$8
per month per user
Premium
$12
per month per user
Offerings
Pricing Offerings
LeanData
Zoho Bookings
Free Trial
No
Yes
Free/Freemium Version
No
Yes
Premium Consulting/Integration Services
No
No
Entry-level Setup Fee
No setup fee
No setup fee
Additional Details
—
Up to a 25% discount available for annual billing.
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.
I've tried some of the other online booking services and while there were good, they didn't have all of the features that Zoho Bookings does and since I'm already a Zoho One subscriber, it doesn't cost me anything more. I think virtually any type of business can use Bookings as it's not geared to a specific industry but can be customized for use in any type of industry. I would love to see salons use it as I think it can be truly a way for them to better book clients than using a paper calendar which I see many using. I also think massage therapists would also benefit but using Bookings. If you are a solopreneur or have a sales team, there's no way you can't benefit by using Bookings for your phone appointments, Zoom/Video meetings, or in-person meetings. There is also a resource function which allows you to block out conference rooms and other resources.
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.
It still needs more robust features and customization, like workflows and such. I'm confident they'll continue improving it, but some particular customization settings aren't available, in terms of triggers, content, look and feel, but it is mostly very detailed and particular. If you're ok with adapting to it, it is an excellent tool.
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
Some of the integrations and features are harder to set up. Once everything is set up its fairly straightforward, but if like ATI you have multiple branches or departments utilizing Bookings, you would need to set up separate booking sites for each office/salesperson
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 lot of things are not great as this is a new tool, but they fix it relatively quickly. They don't have a direct phone number, but Zoho support has good service overall
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
I found the integration with the two above is great if you're a Google Calendar user which we are not. While with Zoho Calendar we can have two way integration with Google Calendar there wasn't a need to do so. With Zoho Bookings which also integrates with Google Calendar we didn't have to worry about that as the integration with our Zoho Calendar was virtually automatic. There was also the cost consideration as the two above have a free version it was limited and didn't have all the bells and whistles we needed. Zoho Bookings provide us with everything from a single sign-on web browser and mobile app
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.
