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
ZoomInfo Marketing
Score 8.2 out of 10
N/A
ZoomInfo MarketingOS helps Demand Generation and Account-Based Marketers target, engage, and convert leads to buyers by giving them data, insight-driven orchestration, and personalized engagement across multiple channels such as display and social advertising, email, website chat and onsite conversion.
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.
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.
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.
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.
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 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.
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
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!
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.
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.
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.
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.
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.
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
