LeanData Lead2Account Matching Engine Reviews

18 Ratings
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Score 9.0 out of 101

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October 22, 2019

Lead Routing Time Saver

Score 8 out of 10
Vetted Review
Verified User
Review Source
This is a great product for lead distribution, account matching, lead transferring that is extremely automated and works for even the most complex routing rules.
  • Powerful lead matching tool
  • Avoids dupes
  • Lead distribution automation
  • Complicated UI
  • Hard to learn because you aren’t in it a lot
  • What they consider a “user” is annoying
We use it to match leads that come in to current accounts and also to merge leads to existing contacts.
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Score 10 out of 10
Vetted Review
Verified User
Review Source
We use LeanData to lead to account matching and lead routing. The system is used by our marketing and commercial operations teams to help. We opted to auto-convert leads to contacts and match them to accounts to better support our SDRs, who operate on a named account basis. This prevents our SDRs from receiving leads for accounts to which they are not assigned. The other problem this solves for us is that it allows us to get a clearer view of marketing engagement at an account level.
  • Highly accurate matching to accounts.
  • Autoconversion of leads when match confidence level is high.
  • Low error rate.
  • Data enrichment would be an interesting feature to explore. I.e. verification and enrichment of lead information using third-party data.
LeanData is the best in class product that has been the leader in this space for some time. Other companies have introduced similar features, but LeanData is the original and best provider.
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Score 10 out of 10
Vetted Review
Verified User
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We use it for lead matching to accounts and for auto conversion to contacts on some accounts.
  • Recognize the account to match the lead to
  • Routing leads to proper person based on complex criteria
  • Auto-Converting leads to contacts for the accounts we specify
  • Bringing lead activity history into the account activity history
  • Appending data from accounts to leads
  • Appending third party data
It is very well suited for all types of situations from simple to complex and can be used in a variety of ways from routing to linking to converting.
Read Rob Morris's full review

LeanData Lead2Account Matching Engine Scorecard Summary

About LeanData Lead2Account Matching Engine

The LeanData Lead2Account Matching Engine is LeanData's data algorithm built specifically to work within Salesforce.com. It works by using multiple fields of criteria to determine matches as opposed to the traditional method of using solely company name or email domain to match. It can automatically associate leads to accounts and pass account details back to the leads. It gives users the ability to create robust reports directly within the marketing automation platform on anything from campaign status to opportunity objects.

LeanData Lead2Account Matching Engine Technical Details

Operating Systems: Unspecified
Mobile Application:No