LeanData is Marketing and Sale's best friend!
Updated April 08, 2021

LeanData is Marketing and Sale's best friend!

Anonymous | TrustRadius Reviewer
Score 8 out of 10
Vetted Review
Verified User
Review Source

Software Version

LeanData Sales Accelerator

Modules Used

  • LeanData Routing
  • LeanData Matching

Overall Satisfaction with LeanData

Our current lead flow comes through from Marketo, then once it hits Salesforce, we use LeanData for all the routing and matching based on our business rules. Our marketing team co-owns it with Revenue Operations to support the Sales teams for inbound leads. It provides robust matching to other record in our database such as Opportunities and Accounts where normal SFDC routing rules cannot.
  • 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.
  • The Routing is the utmost because we need to get the leads to the correct hads ASAP.
  • Round Robin functionality is so great and wonderful to ensure equitable distrubution.
  • The audit log provides visiblity to trace a lead's journey and helps us test.
  • It is too soon for us to be able to quantify bceause our lead flow has been so rocky but the case for its value is undeniable.
We have routing cababilities in Marketo, Salesforce's out of the box Lea Routing Rules, and custom code. [LeanData] is by far the easier and most flexible for an agile business.

Do you think LeanData delivers good value for the price?

Yes

Are you happy with LeanData's feature set?

Yes

Did LeanData live up to sales and marketing promises?

Yes

Did implementation of LeanData go as expected?

I wasn't involved with the implementation phase

Would you buy LeanData again?

Yes

Salesforce CPQ (formerly SteelBrick), Outreach, ZoomInfo, Marketo
[LeanData] is flexible, easy to troubleshoot, and the support team responds very quickly and thoroughly to help you on your way. I feel empowered to be successful.