LeanData vs. ZoomInfo Marketing

LeanData is incredibly configurable. The drag and drop nodes are easy to use and while it takes a little practice, once you know how to configure the nodes, the amount of flexibility you have to customize your instance is impressive. We can route to specific individuals, to Round Robins, to Territory Teams and more. Timezones and vacations rules can be established and respected. The tool is incredibly scalable to large teams. We have two different business units each with different routing practices and we are able to configure LeanData to work smoothly for both unique processes.

ZoomInfo Marketing can be used to re-target companies already in your sales process or familiar with you (i.e., have been to your website or engaged with you in some way). You may not get a large number of conversions through a cold display campaign, but ZI Marketing is a great way to stay at the top of your buyers' minds and provide them with bottom-of-the-funnel content through advertising.

Incentivized

• 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.

Incentivized

• The ease of campaign creation is amazing! I can get a campaign set up in just a few minutes.
• The reporting allows us to easily see the performance of our ads. There is no guesswork.
• I love being able to create audiences from ZoomInfo tools such as Websights, intent, workflows and lists. This allows us to target a very specific audience that we otherwise would not have access to.

Incentivized

• Reporting Functionality. Great log information about what happened to individual leads, but the dashboarding in the product could be more robust.
• Territory Rules. The product does not take advantage of existing territory logic that you may have in Salesforce.com. You need to "re-build" territory ownership in the product. Not necessarily a con as this can functionally replace much of what's in SFDC.

Incentivized

• Does not fully integrate sales and marketing, so some work and translation is still required.
• this is a complicated tool, and requires a rather long time to train employees to use properly.
• no training included, and the price is a bit high
• Does not integrate the same across all internet browser programs

Incentivized

It just complements every effort that our sales and marketing team go through. We also use other zoom products, and this meshes so well with them. It has cut down the time we need for results in marketing and sales, as well as increasing the success rate of the actions we choose. We're seeing greater ROI on efforts since we started.

Incentivized

I think it is as good as it can be, but we initially purchased LeanData before we had a dedicated CRM admin on our team. It took me over a year to feel comfortable navigating it without the help of our LeanData CSM/support. To their credit, LeanData was very hands on with implementation, and always gave help needed while I was still learning

Incentivized

I think it's great for marketing and sales alignment and it gives great insights and data that we can translate over to our LinkedIn advertising, but I think the reporting limitations aren't great. The discrepancies don't provide full confidence in the numbers. But, as a tool to become more targeted based on websights and sales goals it's great!

Incentivized

There is no way I would have such a successful implementation of this product without the implementation and support team. They have been patient, helpful, and very responsive. Even after I had gone live and had been so for a while, our org and thus our criteria had changed. They continued to help me make the necessary tweaks to ensure I was up and running.

Incentivized

They spend most of their time pontificating on rudimentary matters. They tried to blame their own mistakes and shortcomings on the client rather than themselves.

Incentivized

Calls using Zoom remote sessions, emails chat.

Incentivized

They never ended up uploading the custom intent topics until months after we submitted them. It was difficult to select the custom intent topics in the first place as well.

Incentivized

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

We have ZoomInfo Sales as well. We decided we needed to have both Sales and Marketing to marry them together. We are so happy we did! We really needed to have the entire package together. We are able to research our customers within sales and then we are able to serve them ads.

Incentivized

No, it was clear.

Incentivized

Enable scalable process and implementation to use for marketing and sales.

Incentivized

• Operational efficiency
• Complex graphs - we now only have 2 people in our organization that can manage/manipulate LeanData, setting us up for chaos if 1 or both are not available.
• I would imagine cost being an issue as time goes on and then having to prove ROI again down the road. There is no backup in the event we can no longer justify this tool cost.

Incentivized

• We have found a lower CPC across our pages
• Tracking characteristics on types of businesses on our pages - also very close to our dream persona
• Build a weekly workflow internally between sales and marketing to use the incoming contacts and increasing number of qualified leads to hand off to sales

Incentivized