Best-in-Class Solution for Lead Routing
Rating: 10 out of 10
December 20, 2023
Verified User
Vetted Review
Verified User
5 years of experience
- Lead Routing
- Lead-to-Account Matching
- Salesforce Integration
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…
Learn from top reviewers
Best-in-Class Solution for Lead Routing
Rating: 10 out of 10
December 20, 2023LeadData 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 w...
Verified user
Director
5 years of experienceLeandata offers robust routing and matching capabilities
Rating: 8 out of 10
June 30, 2021LeanData is being used by our Inside and Commercial Sales teams. It is the primary way we match our leads to accounts. We also use it for advanced routing to users and queues....
Verified user
Administrator
4 years of experienceLeanData is Marketing and Sale's best friend!
Rating: 8 out of 10
April 8, 2021Our current lead flow comes through from Marketo, then once it hits Salesforce, we use LeanData for all the routing and matching based on our business rules. Our marketing tea...
Verified user
Administrator
1 year of experienceLeanData is mandatory, unless your company has low lead volume and sales complexity
Rating: 10 out of 10
December 12, 2019We 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 ...
Great product for high volume lead flow, and all Sales Ops Leaders
Rating: 9 out of 10
November 14, 2019When we first contacted LeanData Lead2Account Matching Engine, we were struggling with a truly automated Round Robin system for new leads. Salesforce.com claims they have a so...
Rick Scouffas
Director - Sales
Head of Sales Operations at Sentry.io
Sentry (sentry.io)
1 year of experienceLeanData Lead2Account matching help speed up lead prosecution and organize SFDC.
Rating: 9 out of 10
November 14, 2019We use LeanData to help with matching across objects and enabling automation in our Salesforce.com instance. With LeanData, we are able to effectively sort and classify new le...
Verified user
Director
1 year of experienceLead Routing Time Saver
Rating: 8 out of 10
October 22, 2019This is a great product for lead distribution, account matching, lead transferring that is extremely automated and works for even the most complex routing rules.
Verified user
Manager
1 year of experienceBest in class product for matching leads to accounts.
Rating: 10 out of 10
June 8, 2019We 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 co...
Verified user
Director
5 years of experienceA Great Product that Has Saved Me an Immense Amount of Time
Rating: 9 out of 10
May 11, 2018We use lead routing and attribution. The lead routing is used by the Sales team, while attribution is used by the Marketing team. I am the primary user of the lead routing mod...
Great Product, Even Better Staff...Bye Bye Dupes
Rating: 10 out of 10
May 11, 2018Lead routing and duplicate management. We decided to take the plunge with LeanData a few months ago after reevaluating our technology stack. I spent many demos with Stefanie B...
Vinny Poliseno
Director - Corporate
Director, Salesforce & Business Systems
ThreatConnect, Inc.
1 year of experienceGreatest Lead Matching Routing and converting tool
Rating: 10 out of 10
September 15, 2017We use it for lead matching to accounts and for auto conversion to contacts on some accounts.
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Reviewer Pros & Cons
Pricing
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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
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Product Demos
LeanData AppExchange Demo Video
YouTube
Product Details
- About
- Tech Details
- FAQs
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).
Comparisons
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(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!
- 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:
-
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.
Reviews
(1-11 of 11)Companies can't remove reviews or game the system. Here's why
Leandata offers robust routing and matching capabilities
Rating: 8 out of 10
June 30, 2021
Verified User
Vetted Review
Verified User
4 years of experience
- Routing
- Matching
- SLA enforcement
LeanData is Marketing and Sale's best friend!
Rating: 8 out of 10
April 08, 2021
Verified User
Vetted Review
Verified User
1 year of experience
- The Audit Log of each lead and what decision point/actions.
- The matching algorithm is so accurate and flexible
- The Support team is 2nd to None. Best I've experienced in the industry.
LeanData is mandatory, unless your company has low lead volume and sales complexity
Rating: 10 out of 10
December 12, 2019
TH
Vetted Review
Verified User
3 years of experience
- 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.
Great product for high volume lead flow, and all Sales Ops Leaders
Rating: 9 out of 10
November 14, 2019
RS
Vetted Review
Verified User
1 year of experience
- Allows us to incorporate almost any filter or type of update (including "has changed" in addition to equals, does not equal, etc.) to direct leads down a path specific to our needs based on Lead Source.
- Allows us to manage our territory assignments relatively easily.
- Since our decision flow is relatively complex, LeanData Lead2Account Matching Engine can isolate and determine how a specific or a group of leads went through the flow process and where they encountered an error or unexpected behavior. This allows us to fine-tune and make sure everything is working as we expect it should.
- Their implementation & support organizations are top-notch! The product is excellent, but it's only realized because of the implementation team's commitment to helping me be successful.
LeanData Lead2Account matching help speed up lead prosecution and organize SFDC.
Rating: 9 out of 10
November 14, 2019
Verified User
Vetted Review
Verified User
1 year of experience
- LeanData's routing interface is fairly easy to use with a bit of training. The visual interface makes the rules process as easy as it can be - which can still be complicated!
- LeanData's ability to match Leads to accounts and user account attributes to add leads to automation flows is extremely helpful in prosecuting and sorting leads.
- LeanData has a host of interesting features that it's easy to lose track of. Periodic re-familiarization of the features available can add additional value to the org following initial purchase and implementation.
Lead Routing Time Saver
Rating: 8 out of 10
October 22, 2019
Verified User
Vetted Review
Verified User
1 year of experience
- Powerful lead matching tool
- Avoids dupes
- Lead distribution automation
Best in class product for matching leads to accounts.
Rating: 10 out of 10
June 08, 2019
Verified User
Vetted Review
Verified User
5 years of experience
- Highly accurate matching to accounts.
- Autoconversion of leads when match confidence level is high.
- Low error rate.
A Great Product that Has Saved Me an Immense Amount of Time
Rating: 9 out of 10
May 11, 2018
JL
Vetted Review
Verified User
1 year of experience
- The lead routing module has saved me an immense amount of time in just a few short months we have been using the tool. I can easily investigate why a lead was routed a certain way, and instantly make changes to the routing logic if needed.
- The LeanData team that helped us implement the product was extremely helpful and knowledgeable, anticipating potential problems before they could even happen.
- The matching logic in the lead routing module is starting to pay dividends in helping us to clean up duplicate leads in an automated way.
Great Product, Even Better Staff...Bye Bye Dupes
Rating: 10 out of 10
May 11, 2018
VP
Vetted Review
Verified User
1 year of experience
- Routing for advanced round robin or assignment by territories
- Looking to see if an Account is already created then auto converts Contacts to that
- If Lead from the same company is owned by a user then assign new leads to the same user
Greatest Lead Matching Routing and converting tool
Rating: 10 out of 10
September 15, 2017
RM
Vetted Review
Verified User
3 years of experience
- 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