Skip to main content
TrustRadius

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…

Read more
Recent Reviews

TrustRadius Insights

LeanData is a valuable tool recommended for companies that have achieved scale and sophistication in their sales and revenue operations. …
Continue reading
Read all reviews

Reviewer Pros & Cons

View all pros & cons
Return to navigation

Pricing

View all pricing
N/A
Unavailable

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…

Entry-level set up fee?

  • No setup fee

Offerings

  • Free Trial
  • Free/Freemium Version
  • Premium Consulting/Integration Services

Would you like us to let the vendor know that you want pricing?

5 people also want pricing

Alternatives Pricing

What is OnceHub?

OnceHub is an online appointment scheduling and digital engagement platform developed by the company of the same name headquartered in Claymont, Delaware.

What is RealZips GeoData Platform?

RealZips GeoData Platform for Salesforce.com is a sales intelligence software solution offered by RealScenario, Inc.

Return to navigation

Product Demos

LeanData AppExchange Demo Video

YouTube
Return to navigation

Product Details

LeanData Technical Details

Operating SystemsUnspecified
Mobile ApplicationNo

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).
Return to navigation

Comparisons

View all alternatives
Return to navigation

Reviews and Ratings

(41)

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!

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:

  1. 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.

  2. 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.

  3. 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.

Attribute Ratings

Reviews

(1-11 of 11)
Companies can't remove reviews or game the system. Here's why
Travis Henry | TrustRadius Reviewer
Score 10 out of 10
Vetted Review
Verified User
Incentivized
  • 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.
Rick Scouffas | TrustRadius Reviewer
Score 9 out of 10
Vetted Review
Verified User
Incentivized
  • It's ensured parity and equal opportunity to succeed amongst our SDR team from several leads provided standpoint.
  • Confidence that the leads are flowing to the right individuals. Our volume is too high for someone to manage this manually, so this automation is a great time saver.
Score 9 out of 10
Vetted Review
Verified User
Incentivized
  • This has made our lead prosecution way more powerful.
  • Tracking errors, maintaining the routing graph and adjusting the territories can be time-intensive failure to be on top of it can block business processes.
  • This technology essentially unlocked the target account activity tracking at the lead level.
Jason Lopez | TrustRadius Reviewer
Score 9 out of 10
Vetted Review
Verified User
Incentivized
  • Using the lead routing module has cut down the time I spend making changes to the logic by 90%, while also increasing the accuracy of changes by validating them.
  • I am now able to investigate why a lead routed a certain way in a way I never was previously, helping our business to determine any tweaks to our current set-up.
Return to navigation