LeanData: A Marketing Ops/ RevOps Best Friend
March 17, 2025

LeanData: A Marketing Ops/ RevOps Best Friend

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

Software Version

LeanData Sales Accelerator

Modules Used

  • LeanData Routing
  • LeanData Matching

Overall Satisfaction with LeanData

I have used LeanData in many organizations to enhance, match and route leads to the right owners. We use a variety fields to better understand incoming leads and their needs so that we can match them with the right person who can help answer their questions. We've also used LeanData to convert leads automatically or add them to opportunities when appropriate. LeanData has also been used to trigger tasks, but most importantly it is an excellent tool to send detailed and personalized notifications to help end-users understand what they need to do with the incoming leads.

Pros

  • Matching Lead with existing data (accounts, contacts, opportunities, etc.)
  • Flexible and complex routing ability
  • Send personalized and detailed notifications

Cons

  • True Time-to-action reporting (not just missed SLA)
  • Easier user management for department manager
  • Great visibility into inbound leads and contacts
  • Ability to act quicker on inbound leads
  • Ability to understand our time to action
LeanData is super easy to use once you know how to use it. It is not a tool that anyone can pick up. It does take time to learn but once you understand it, it is the best tool!

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

It's great for a variety of things such as lead matching, contact routing, notifications, scoring. It can also intergrade easily with other platforms giving you even more flexibility in how you want to route leads.

Not great for simple round robin or other simple routing needs.

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