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LeanData

Score8.8 out of 10

126 Reviews and Ratings

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What is LeanData?

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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Who Buys & Uses LeanData

LeanData Reviews

What users are saying about LeanData.
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Pros

  • Automated, complex lead routing and distribution at scale
  • Robust duplicate detection and management across leads, contacts, and accounts
  • Ability to create and manage complex automated workflows

Cons

  • Complexity in managing and explaining routing graphs to stakeholders
  • Significant learning curve, particularly for non-systems administrators
  • Limited integrations with certain external platforms and systems

How LeanData revolutionized the way on processing leads

Incentivized
Thomas Lee Castro, ECT, CSE-PView profile
GTM Systems Administrator in Engineering at Netlify (51-200 employees employees)

Use Cases and Deployment Scope

As the primary technical owner of this product in our organization, LeanData has been super helpful for me especially how we manage lead routing and account assignment to our sales reps based on certain criteria. The flowcharts really give me an excellent high level overview on the flows and allows for easy management and tweaking as business requirements and processes change from time to time. LeanData allows for scalability, which means if there are additional workflows needed on top of existing workflows, I can just drag and drop how I want it to be, test some use cases and eventually save and deploy.

Pros

  • Lead/Contact Routing
  • Account Assignment
  • Territory Management
  • Roundrobin Pooling of Sales Representatives

Cons

  • Accessing certain objects and fields in SFDC
  • Limited Multi-System Orchestration
  • Manual Error Checking

Return on Investment

  • It has helped our speed to lead by 30%
  • It removes the manual processing of leads and territory assignment
  • It has been helping to scale the business by introducing new set of motions

Usability

Alternatives Considered

Traction Complete

Other Software Used

HubSpot Marketing Hub, Salesforce Agentforce Marketing, Gong

Happy LeanData Customer

Incentivized
Heather Robinette, MBAView profile
Senior RevOps Manager in Sales at AppOmni (51-200 employees employees)

Use Cases and Deployment Scope

We use LeanData mainly for lead routing but also leverage it for account routing as well. Our main business problem is being able to build out routing that is a little more complex than what can sit in Salesforce but also making it really easy to update and manage. We also recently purchased BookIt which has helped us reduce the friction for our request a demo form so prospect's can book a meeting right away and aren't waiting to hear back from a salesperson. We have been a LeanData customer for over 3 years and have continued to expand our usage of the tool. Our graphs have went through a few iterations but we appreciate being able to have different versions that we can keep for historical purposes and not overwriting the graph each time we make a change. Overall, we've been really happy with LeanData.

Pros

  • We've been able to have some more complex lead routing scenarios
  • We've been able to use it for account routing to ensure all accounts are routed correctly based on size and territory.
  • We also have been using BookIt to reduce friction with booking meetings.

Cons

  • Some additional integrations with data providers would be nice. I have a wait step but would be awesome to do it right in LeanData

Return on Investment

  • It previously could take us several days to schedule a demo request meeting. And now it's nearly instant. This has been huge for the sales team.

Usability

The right solution to reduce manual processes and improve speed to lead.

Incentivized
Frank ToyView profile
Global Head of Sales Operations in Sales at OFX (501-1000 employees employees)

Use Cases and Deployment Scope

LeanData is an instrumental part of our lead routing process. We use it to identify duplicates, create new leads, and route to the appropriate teams, reducing our speed to lead and follow-up times. Prior to LeanData, this was a manual process, and we have now made this a fully automated workflow.

Pros

  • Identifies any existing duplicates in our CRM.
  • Follows our workflow and lead assignment rules.
  • Routes leads to the appropriate team in seconds.

Cons

  • Better explain the licensing model.
  • Have a more comprehensive product offering vs modular.
  • Continuously improve the reporting.

Return on Investment

  • Increased Speed to lead.
  • Reduction of manual processes.
  • Decreased Admin time.

Usability

Alternatives Considered

AspenONE Asset Performance Management (APM)

Other Software Used

Salesforce Agentforce Commerce, 6sense, ZoomInfo Sales

LeanData - Easy to use and consistently getting better

Peter HoffmanView profile
Sr Specialist in Sales at Intelepeer (201-500 employees employees)

Use Cases and Deployment Scope

We use LeanData for lead and Contact routing, notifications, tracking completion, round robin assignments, time to action and SLA Tracking.

It helps us assign new leads from our marketing software through round robin, track time to action and enforce SLAs. We also use LeanData to notify reps of needed actions through email and Teams integration.

Pros

  • Fuzzy Matching
  • Deduplication and Merging
  • Routing based on complex rules

Cons

  • Integration with Zoom would be useful.
  • More details when errors occur.

Return on Investment

  • Eliminating time spent on fixing incorrect routing
  • Integration with SalesLoft has reduced time spent on manual importing

Usability

Other Software Used

Salesforce CMS, ZoomInfo Sales, Adobe Marketo Engage, Gong, Highspot, SalesDirector.ai

Strong Product Overall

Incentivized
Alex PikeView profile
Head of Deal Desk in Finance and Accounting at iTradeNetwork (51-200 employees employees)

Use Cases and Deployment Scope

We experienced issues with speed to lead from our website form fills. It was taking a lot of time for our revops team to route each inbound request manually, and our close rates were lower than expected due to slow turnaround times. LeanData reduced our time to contact from 66 minutes to an average of 8 minutes. We found a few other use cases for LeanData internally such as approval notifications.

Pros

  • Multple objects can be routed
  • Clean UI, easy to use
  • Seamless use in SFDC

Cons

  • Onboarding process was not smooth

Return on Investment

  • Time to first contact reduced from 66 minutes to 8 minutes
  • Weekly routing time saved of 100 minutes

Usability

Other Software Used

Rocketlane, Gainsight CS, Salesforce Sales Engagement

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