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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…

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  • No setup fee

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  • 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

(1-4 of 4)
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
We 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 technologies that increase efficiencies across the workload of sales and revenue operations professionals. LeanData is one of the few technologies that we always recommend for companies that have achieved some level of scale and sophistication (multiple territories, 1000s of inbound leads per month, specialized sales roles, etc).

LeanData orchestrates all of the demand flowing into an organization (typically in the form of leads) and allows very precise logic for routing that demand based on account data, opportunity data, and other business logic. Essentially it solves the problem of connecting customer interest to the best person in your organization that can serve that interest. Typically companies have a painful slew of Salesforce Lead Routing Rules in place before adopting LeanData. Not only are those rules difficult to update/maintain, they simply can't account for most of the routing use cases that you encounter at scale. Most often we see Revenue/Sales/Marketing Ops owning LeanData, but it directly benefits sales, sales development, marketing, partnerships, and customer success functions.
  • 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.
The value of LeanData directly correlates with:
  1. Lead volume.
  2. Sales role complexity (AEs vs. SDRs vs. Inside Sales).
  3. Territory complexity (trying to route based on a combo of industry, geography, company size, and so on).
  4. Account complexity (selling to large corporate entities with many subsidiaries that may be "owned" by different folks in your organization).
LeanData is not a valuable solution when you have a small sales team following up with a low volume of leads based on simple logic (e.g. round-robin).
  • 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.
The main competitors to LeanData are Lane Four and Distribution Engine. While these solutions are definitely improvements from the native lead routing rules in Salesforce, they do not compare against LeanData. They lack the robust fuzzy matching, visual routing canvas, troubleshooting features, and routing logic that LeanData provides.

The only reason to go with these solutions is that they are much cheaper than LeanData. If you are on a very tight budget, then they may be right for you.
Fantastic customer success team that ensures deployment starts off on the right foot. There is room for improvement on the side of straategic planning and business consulting services offered by LeanData. I recommend working with an experienced consultant or third party who has implemented the product before.
Rick Scouffas | TrustRadius Reviewer
Score 9 out of 10
Vetted Review
Verified User
Incentivized
When 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 solution, but it only works for batch uploads, not for leads that flow in real-time. LeanData Lead2Account Matching Engine quickly solved this issue, and then some. By providing capabilities to handle fairly complex filters, and rules around which leads to send through a Round Robin, and which to direct to specific people. Since our initial implementation. We've also used Account2Account, which is a perfect complementary piece together allows us to manage our entire lead/account/opportunity territory assignment. Again, something that Salesforce.com has but in a much more complex and rigid way.
  • 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.
If you have a relatively heavy lead flow, and if you have complex lead routing needs, then LeanData Lead2Account Matching Engine is very beneficial. It's also helpful for territory management and assignment.
  • 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.
At the time of evaluation, in addition to looking for Salesforce.com to solve the issue, I looked at a couple of other, smaller solutions that I can't even remember their name. They didn't offer the same level of robustness or complete solution. The Salesforce.com solution wasn't a solution so much as it was a feature that people have used for Round-Robin purposes, but it wasn't purpose-built to address a complete lead to account function.
There is no way I would have such a successful implementation of this product without the implementation and support team. They have been patient, helpful, and very responsive. Even after I had gone live and had been so for a while, our org and thus our criteria had changed. They continued to help me make the necessary tweaks to ensure I was up and running.
Score 9 out of 10
Vetted Review
Verified User
Incentivized
We 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 leads by matching them against account data and deduplicating against other leads and contacts. This is foundational for our ability to scale our use of SFDC across many records (>100k) and across a growing team of users (>20 users at the moment). We're fairly confident in LeanData's ability to scale as our team scales for the foreseeable future.
  • 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.
If you would like to make better decisions about your new leads as they enter your CRM, LeanData account matching is incredibly helpful. It allows you to match with fairly good accuracy against your existing accounts and pull through the attributes attached to your accounts. This unlocks A TON of potential automation and processes. If account matching is the blocker, LeanData is the right tool to use.
  • 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.
We didn't thoroughly examine alternatives.
The team is responsive and quick. The training process was patient and thorough. I felt confident using the tool after the two-week implementation period. The initial processing of our existing leads was painfully slow, but the team worked hard to help reduce the friction of that initial implementation process. Post-implementation, the team is helpful and responsive to the question.
October 22, 2019

Lead Routing Time Saver

Score 8 out of 10
Vetted Review
Verified User
Incentivized
This is a great product for lead distribution, account matching, lead transferring that is extremely automated and works for even the most complex routing rules.
  • 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
We use it to match leads that come in to current accounts and also to merge leads to existing contacts.
  • Saves time cleaning data
  • Makes distribution easy
  • Helps Leads get routed to the right reps
The most powerful lead routing tool I’ve seen. It allows you to have so many different ways to route the most complicated of situations.
They are always there to help. I reach out all the time and they get on the phone in a second.
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