Best-in-Class Solution for Lead Routing
LeadData is currently used to route all leads received on our website, as well as leads from events, content syndication, and third-party …
Overview
What is LeanData?
LeadData is 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. This is available with any marketing automation platform synced to…
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What is LeanData?
LeadData is 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. This is available with any marketing automation platform synced to…
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What is LeanData?
LeanData Technical Details
| Operating Systems | Unspecified |
|---|---|
| Mobile Application | No |
Frequently Asked Questions
LeadData is 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. This is available with any marketing automation platform synced to Salesforce.com, so users of Eloqua, Marketo, Act-On, Hubspot, and others can use LeadData Demand Management. This product is built on top of the LeanData Lead2Account Matching engine.
Reviewers rate Support Rating highest, with a score of 9.1.
The most common users of LeanData are from Mid-sized Companies (51-1,000 employees).
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Community Insights
TrustRadius Insights are summaries of user sentiment data from TrustRadius reviews and, when necessary, 3rd-party data sources. Have feedback on this content? Let us know!
- Business Problems Solved
- Recommendations
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.
Based on user reviews, there are three common recommendations for LeanData:
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It is recommended to have a clear understanding of how leads should be routed before using LeanData. The tool can get complex, so fully fleshing out use cases and mapping out the lead process will help make the most of it.
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Users suggest contacting LeanData if the tool isn't performing as expected. They are happy to help and resolve any issues that may arise during usage.
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Collaborating with others in the organization is advised to think strategically about what to build with LeanData. Connecting with LeanData, asking questions, receiving a demo, and comparing it to other vendors will help in making informed decisions.
Overall, users highly recommend LeanData as a comprehensive solution for automating lead routing and solving Lead to Account matching functionality missing in Salesforce. It is seen as valuable for sales teams and provides flexibility to sales managers. While implementation may require working closely with a Customer Success Manager (CSM) and Solutions Engineer (SE), users are generally satisfied with the tool's performance and recommend it for complex lead distribution and better coordination between marketing and sales efforts.
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Reviews
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December 20, 2023
Best-in-Class Solution for Lead Routing
LeadData is currently used to route all leads received on our website, as well as leads from events, content syndication, and third-party programs. It is particularly useful when there is no need to manually convert any leads. This significantly saves time compared to manually reviewing and converting leads. LeanData can automatically check new lead records, match them with existing Account records, and convert the leads. It also offers a best-in-market visual lead routing flow mapping capability.
- Lead Routing
- Lead-to-Account Matching
- Salesforce Integration
- Lead Attribution something that exists but haven't seen a really good examples how it is being used
- The learning curve is steep, and we need more simplified resources.
- Saves time
- On-time Lead delivery
December 12, 2019
LeanData is mandatory, unless your company has low lead volume and sales complexity
We are a sales consulting firm comprised of former operators that implement tech-enabled strategies at high-growth companies. This includes the careful selection of sales 2.0 technologies that increase efficiencies across the workload of sales and revenue operations professionals. LeanData is one of the few technologies that we always recommend for companies that have achieved some level of scale and sophistication (multiple territories, 1000s of inbound leads per month, specialized sales roles, etc).
LeanData orchestrates all of the demand flowing into an organization (typically in the form of leads) and allows very precise logic for routing that demand based on account data, opportunity data, and other business logic. Essentially it solves the problem of connecting customer interest to the best person in your organization that can serve that interest. Typically companies have a painful slew of Salesforce Lead Routing Rules in place before adopting LeanData. Not only are those rules difficult to update/maintain, they simply can't account for most of the routing use cases that you encounter at scale. Most often we see Revenue/Sales/Marketing Ops owning LeanData, but it directly benefits sales, sales development, marketing, partnerships, and customer success functions.
LeanData orchestrates all of the demand flowing into an organization (typically in the form of leads) and allows very precise logic for routing that demand based on account data, opportunity data, and other business logic. Essentially it solves the problem of connecting customer interest to the best person in your organization that can serve that interest. Typically companies have a painful slew of Salesforce Lead Routing Rules in place before adopting LeanData. Not only are those rules difficult to update/maintain, they simply can't account for most of the routing use cases that you encounter at scale. Most often we see Revenue/Sales/Marketing Ops owning LeanData, but it directly benefits sales, sales development, marketing, partnerships, and customer success functions.
- Lead-to-Account Matching. LeanData has far and away the best fuzzy matching system for identifying the appropriate Account where a particular Lead belongs.
- Lead Routing. LeanData's visual routing canvas allows business users to construct very sophisticated, yet reliable, routing branches that determine what to do with every lead (both new and existing) based on business rules.
- Reporting Functionality. Great log information about what happened to individual leads, but the dashboarding in the product could be more robust.
- Territory Rules. The product does not take advantage of existing territory logic that you may have in Salesforce.com. You need to "re-build" territory ownership in the product. Not necessarily a con as this can functionally replace much of what's in SFDC.
- Higher ROI on marketing spend. Getting leads to the right people means they get followed up with faster and convert at a higher rate.
- Supporting account-based strategies. It's impossible to execute an account-based strategy without LeanData. Period.
The main competitors to LeanData are Lane Four and Distribution Engine. While these solutions are definitely improvements from the native lead routing rules in Salesforce, they do not compare against LeanData. They lack the robust fuzzy matching, visual routing canvas, troubleshooting features, and routing logic that LeanData provides.
The only reason to go with these solutions is that they are much cheaper than LeanData. If you are on a very tight budget, then they may be right for you.
The only reason to go with these solutions is that they are much cheaper than LeanData. If you are on a very tight budget, then they may be right for you.
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.
- Lead follow up velocity has improved dramatically in the past 18 months, in part due to LeanData.
The above are all excellent products in their own right, but lack the specialized focus of Lean Data.
September 15, 2017
Greatest Lead Matching Routing and converting tool
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
- Many leads from accounts we were already working were found and converted to larger deals
- Clean data mapping
- Simplified routing and less operational cost