Item: LeanData
Rating: 10
Author: Verified User

Use Cases and Deployment Scope

LeadData is currently used to route all leads received on our website, as well as leads from events, content syndication, and third-party programs. It is particularly useful when there is no need to manually convert any leads. This significantly saves time compared to manually reviewing and converting leads. LeanData can automatically check new lead records, match them with existing Account records, and convert the leads. It also offers a best-in-market visual lead routing flow mapping capability.

Pros and Cons

Lead Routing
Lead-to-Account Matching
Salesforce Integration

Lead Attribution something that exists but haven't seen a really good examples how it is being used
The learning curve is steep, and we need more simplified resources.

Return on Investment

Saves time
On-time Lead delivery

Key Insights

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?

Yes

Would you buy LeanData again?

Yes

Other Software Used

Figma, Salesforce Marketing Cloud, Twilio SendGrid

Likelihood to Recommend

Regardless of the size of your organization, if you are manually handling leads, you need LeanData. While the initial cost may be high, the long-term profitability will be based on the efficiency you gain in your lead lifecycle processes. I have observed many organizations attempting to modify their lead routing processes using either their marketing automation or custom Salesforce solutions. However, these approaches are typically complex and cannot accommodate simple exceptions like vacations for BDR and Sales teams.

Best-in-Class Solution for Lead Routing

Software Version

Modules Used

Overall Satisfaction with LeanData