Lead Liaison is a terrific lead management product!!
June 21, 2022

Lead Liaison is a terrific lead management product!!

Ryan Mays | TrustRadius Reviewer
Score 9 out of 10
Vetted Review
Verified User

Modules Used

  • Event Lead Management
  • Sales Enablement

Overall Satisfaction with Lead Liaison

Heartland uses a variety of lead sources to provide outbound call campaigns for our financial technology platforms. We automate our solutions, generate lead capture, and real-time lead tracking as well as qualify the leads before providing them to our sales force. Our team enjoys the cleanliness of the sources that we provide and it has provided us with better "up front" qualifications so our team focuses more on closing deals.
  • Lead qualification.
  • Lead tracking.
  • Lead distribution.
  • Social Media engagement.
  • ROI reporting is lacking to some degree.
  • We get too many feature updates but it doesn't appear to contain anything useful.
  • Not integration friendly.
  • Cleaner lead generation, less time "hunting" and more time "closing".
  • Great customer support during implementation.
  • Not integration-friendly had to have Salesforce modifications implemented to connect.
I am not aware of any additional products that were researched or evaluated prior to making the decision to utilize Lead Liaison. From what I understand the individual that was ultimately responsible for choosing to go with Lead Liaison had previously used the product in the past with very good results. We did do beta testing with a small control group with great reviews.

Do you think Lead Liaison delivers good value for the price?

Yes

Are you happy with Lead Liaison's feature set?

Yes

Did Lead Liaison live up to sales and marketing promises?

Yes

Did implementation of Lead Liaison go as expected?

Yes

Would you buy Lead Liaison again?

Yes

You get dedicated support from Lead Liaison when onboarding and they are extremely helpful and patient. I don't know of too many organizations that have this type of dedicated support at the ready. However, on the downside, they seem to be enamored with rolling out updates constantly, and on many occasions, it doesn't seem to have any tangible benefit.

Lead Liaison Feature Ratings

WYSIWYG email editor
8
Dynamic content
9
Ability to test dynamic content
8
Landing pages
9
A/B testing
9
Mobile optimization
Not Rated
Email deliverability reporting
10
List management
9
Triggered drip sequences
9
Lead nurturing automation
10
Lead scoring and grading
9
Data quality management
10
Automated sales alerts and tasks
9
Calendaring
8
Event/webinar marketing
8
Social sharing and campaigns
9
Social profile integration
8
Dashboards
10
Standard reports
10
Custom reports
10
API
9
Role-based workflow & approvals
9
Customizability
7
Integration with Salesforce.com
6
Integration with Microsoft Dynamics CRM
Not Rated
Integration with SugarCRM
Not Rated