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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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Reviewer Pros & Cons

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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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Product Demos

LeanData AppExchange Demo Video

YouTube
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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.

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