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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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Recent Reviews

TrustRadius Insights

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

Entry-level set up fee?

  • No setup fee

Offerings

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

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What is Align.ly?

Align.ly builds simple, intuitive Salesforce applications to help B2B RevOps professionals be more productive and effective. Align.ly currently has two products on the Salesforce AppExchange: Align.ly Lead-to-Account and Align.ly Attribution.

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Product Demos

LeanData AppExchange Demo Video

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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).
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Comparisons

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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)
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Score 8 out of 10
Vetted Review
Verified User
Incentivized
  • 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.
Travis Henry | TrustRadius Reviewer
Score 10 out of 10
Vetted Review
Verified User
Incentivized
  • 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.
Rick Scouffas | TrustRadius Reviewer
Score 9 out of 10
Vetted Review
Verified User
Incentivized
  • 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.
Score 9 out of 10
Vetted Review
Verified User
Incentivized
  • 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.
Score 10 out of 10
Vetted Review
Verified User
Incentivized
  • 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.
Jason Lopez | TrustRadius Reviewer
Score 9 out of 10
Vetted Review
Verified User
Incentivized
  • 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.
Vinny Poliseno | TrustRadius Reviewer
Score 10 out of 10
Vetted Review
Verified User
Incentivized
  • 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.
Rob Morris | TrustRadius Reviewer
Score 10 out of 10
Vetted Review
Verified User
Incentivized
  • 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
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