LeanData

Score8.8 out of 10

122 Reviews and Ratings

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.

Categories & Use Cases

#1 most frequent

Information

49.7%

390 installations of 785

“Time to first contact reduced from 66 minutes to 8 minutes”
— Head of Deal Desk, iTradeNetwork (51-200 employees)

#2 most frequent

Professional, Scientific, and Technical Services

21.0%

165 installations of 785

“Lead routing, auto conversions, and data population at various stages of the buying journey.”
— Manager, Marketing Operations, Teleport (51-200 employees)

#3 most frequent

Finance and Insurance

5.7%

45 installations of 785

Thomas Lee Castro, ECT, CSE-P View 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

Frank Toy View 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

Peter Hoffman View 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

Alex Pike View 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

Verified User

Analyst in Research & Development (201-500 employees employees)

Use Cases and Deployment Scope

LeanData is utilized today for lead, contact, and account routing. We have successfully set up trigger nodes and validation rules that let us instantly assign inbound calls, reducing AHT for interested prospects. We have used our LeanData tool to apply normalization to our inbound leads and identify duplicates before they even reach someone. We can determine whether the inbound contact should be routed or placed in a lead repository for evaluation to determine whether further action is needed. Overall, it has given us a sense of organization that no other tool has provided before.

Pros

Routing.
Reducing AHT.
Normalization.
Round Robin.

Cons

UI
Integrations.

Return on Investment

Reduced our time to action for reps.
Gives professional business sense when having individual call schedulers.
Easy to reorganize our way of assigning inbounds.

Usability

Alternatives Considered

Chili Piper and ZoomInfo Operations

Other Software Used

Gong, ZoomInfo Sales, DocuSign, UserGems

ZoomInfo Operations

Chili Piper

Traction Complete

LeanData

What is LeanData?

Categories & Use Cases

Most Frequent Users

Information

Professional, Scientific, and Technical Services

Finance and Insurance

LeanData Reviews

Use Cases and Deployment Scope

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Return on Investment

Usability

Alternatives Considered

Other Software Used

Use Cases and Deployment Scope

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Return on Investment

Usability

Alternatives Considered

Other Software Used

Use Cases and Deployment Scope

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Return on Investment

Usability

Other Software Used

Use Cases and Deployment Scope

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Return on Investment

Usability

Other Software Used

Use Cases and Deployment Scope

Pros

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Return on Investment

Usability

Alternatives Considered

Other Software Used

LeanData Alternatives