Leandata offers robust routing and matching capabilities
LeanData 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 …
LeanData
LeanData
LeanData
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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Pricing
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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 Salesforce.com,…
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- Premium Consulting / Integration Services
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Product Details
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- Tech Details
- FAQs
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 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.
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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- Routing
- Matching
- SLA enforcement
- Reporting
- API calls on our SFDC instance
- Troubleshooting
April 08, 2021
LeanData is Marketing and Sale's best friend!
- 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.
- Currently we can only troubleshoot the lasted update in the audit. If we can see the historic iterations, that would be really helpful to understand a lead's journey.
- Because it is so robust, stepping through some of the logic can get confusing.
December 12, 2019
LeanData is mandatory, unless your company has low lead volume and sales complexity
- 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.
November 14, 2019
Great product for high volume lead flow, and all Sales Ops Leaders
- 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.
- Updating new territory mapping is a little arduous. Mostly it's time-consuming, but based on how sophisticated the rest of their solution is, I would think this could be a little slicker.
- 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.
- The visual interface is easy to use, but not intuitive. Many of the design decisions make a ton of sense- with training- but it can be hard to explain to laypeople.
- Bits and pieces of the architecture (such as territory management and round queues) are separated from the core routing graph interface - there are many parts to keep track of.
- The enrichment you can get from accounts is only as good as the enrichment of your accounts. If your account information is bad, the attributes you can match to leads will be bad. Data quality matters.
October 22, 2019
Lead Routing Time Saver
- Powerful lead matching tool
- Avoids dupes
- Lead distribution automation
- Complicated UI
- Hard to learn because you aren’t in it a lot
- What they consider a “user” is annoying
- 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.
- 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.
- The price might be prohibitive for some companies. While it has really paid off for us, it would still be a luxury for smaller organizations that do not have many SalesForce users.
May 11, 2018
Great Product, Even Better Staff...Bye Bye Dupes
- 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
- Currently at this time I don't have any dislikes as all of my needs have been fulfilled.
September 15, 2017
Greatest Lead Matching Routing and converting tool
- 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