LeanData is a valuable tool recommended for companies that have achieved scale and sophistication in their sales and revenue operations. Users praise LeanData for its ability to orchestrate the demand flowing into an organization, allowing for precise routing based on account data, opportunity data, and other business logic. This solves the problem of connecting customer interest with the best person in the organization to serve that interest, eliminating the need for complex Salesforce Lead Routing Rules.
LeanData is primarily owned by Revenue/Sales/Marketing Ops teams but directly benefits sales, sales development, marketing, partnerships, and customer success functions. Users appreciate LeanData's Lead2Account Matching Engine, which provides a truly automated Round Robin system for new leads while handling complex filters and rules for routing. Additionally, LeanData's Account2Account feature complements the Lead2Account Matching Engine by efficiently managing lead/account/opportunity territory assignments.
Customers find LeanData especially helpful in addressing pain points related to lead routing and duplicate management. Its efficient and easy-to-use lead routing solution surpasses Salesforce's out-of-the-box offering. Moreover, LeanData excels at lead matching to accounts, auto conversion to contacts, and advanced routing to users and queues. With thousands of leads pouring into Salesforce daily, LeanData effectively manages sorting, classification, and deduplication.
Users also emphasize the outstanding support provided by the LeanData team throughout onboarding and implementation. The Customer Success Manager receives particular praise for their understanding of organizational needs. Overall, LeanData proves invaluable for lead routing and attribution, benefiting both sales and marketing teams. Its scalability allows it to handle large volumes of records and users with ease. By providing highly automated solutions for complex routing rules, LeanData offers efficient lead distribution, account matching, and lead transferring capabilities.
We use it for lead routing and de-duping accounts
We use it as a hygiene tool in our database, and that serves us, but we struggle to uncover insights, so we don't use it for that.
We use LeanData to match and route leads and to allow prospects to book meetings directly with our team (bookit) using a variety of logic and matching
If I had a colleague looking for a best in class lead routing and scheduling tool this is the one I'd recommend. For more price sensitive buyers I'd probably recommend something else.
We used LeanData as our bridge to do lead routing for new contacts that we pulled from 6sense insights, into Salesforce, and then distributed to the appropriate team member based on whether the account was new or not. On top of that, we ensured that we weren't creating duplicate contacts and/or accounts throughout this process to make sure our data stayed as clean as possible. We also leveraged LeanData to standardize a few frequently used properties like country and region so that we used a consistent naming convention throughout out our CRM. For example, all contacts/companies from the US were listed as USA with the region being NA.
It's essential if you're using Salesforce and another CRM like Marketo. The bigger the tech stack, the more likely you're to run into instances of non-standardization and errors in your data. LeanData helps clean this up and takes out a lot of legwork in adding additional properties that may not have been collected during the initial input.
We primarily use LeanData for contact and opportunity routing.
LeanData helps solve common contact routing needs that many customer have traditionally had to build custom solutions for through their MAP and/or CRM.
We use LeanData for lead and contact account matching mainly. We have a very complex account structure with parent and children account relationships based on location, and LeanData is vital to be able to match the location of the person with the regional office that they belong to and route correctly to the sales rep in that territory.
I love the routing and matching engine it provides. It is a lot more robust that ootb SFDC functionality
We must have Leandata to operate our Lead to Cash process, its an essential tool to our revenue success. We are Account based Marketing Company where we focus on Account's territory, segment and the matching and routing core functions from Leandata help bridges process and system gaps
I have not work with a tool /vendor who listens to customer so well and understanding the painpoints
MQL Routing and alerting
Routing in Leandata is a no brainer. It just works and gives us as ops the autonomy we were missing to make the changes in minutes not months.
LeanData brought significant transformation to our lead funnel by automating our routing process and bringing ownership of the funnel back into the Ops org. We use it now for routing, alerting, orchestration, and advancement of the funnel. Before LeanData, we were using a custom built solution to manage our lead routing engine and this led to several outages and significant missed pipeline.
Well suited for full funnel orchestration
Generally allows us the flexibility we need to manage our routing engine
well suited for alerting and custom routing needs
We use LeanData for inbound lead routing and lead-to-account matching. LeanData solves aligning AEs and SDRs to territories, and routes leads for both existing and net-new accounts in Salesforce.
I have found LeanData easy to use as a primary and secondary adminsitrator and a user within the Sales Ops organization. It makes it easy to align with Marketing Operations' lead-routing scenarios built in FlowBuilder
We use LeanData across many objects. Those include Lead, Contact, Account, Opportunity, and Any Object routing.
Some scenarios have been where leads have been routed incorrectly. LeanData was quick to help fix those painpoints.