Leandata offers robust routing and matching capabilities
June 30, 2021

Leandata offers robust routing and matching capabilities

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

Software Version

LeanData Sales Accelerator

Modules Used

  • LeanData Routing
  • LeanData Matching

Overall Satisfaction with LeanData

LeanData is being used by our Inside and Commercial Sales teams. It is the primary way we match our leads to accounts. We also use it for advanced routing to users and queues. It helps us manage the thousands of leads that come into our Salesforce instance every single day.
  • Routing
  • Matching
  • SLA enforcement
  • Reporting
  • API calls on our SFDC instance
  • Troubleshooting
  • Reduced admin costs.
  • Increased response times for inbound leads.
  • More accurately matched leads to accounts.
Compared to SFDC out-of-the-box routing it is far superior. Giving you the ability to quickly make changes on the fly and test in a sandbox environment. The ability to troubleshoot leads and how they are routed is also a plus. Built-in email alerts also reduce the amount of technical debt in SFDC.

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LeanData is best suited for lead-to-account matching for mid-level enterprises. It offers robust ways to match a lead to an account that isn't provided out of the box in SFDC. It also offers great features for enforcing SLAs and round robining leads to multiple users across our teams around the globe.