Item: LeanData
Rating: 10
Author: Peter Hoffman

Overall Satisfaction with LeanData

Use Cases and Deployment Scope

We use LeanData for lead and Contact routing, notifications, tracking completion, round robin assignments, time to action and SLA Tracking.

It helps us assign new leads from our marketing software through round robin, track time to action and enforce SLAs. We also use LeanData to notify reps of needed actions through email and Teams integration.

Pros and Cons

Pros

Fuzzy Matching
Deduplication and Merging
Routing based on complex rules

Cons

Integration with Zoom would be useful.
More details when errors occur.

Return on Investment

Eliminating time spent on fixing incorrect routing
Integration with SalesLoft has reduced time spent on manual importing

Usability

The graphical interface has been very easy to use. Especially with the addition of color coding and routing snippets to get you going and get more ideas on what is possible.

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

Salesforce CMS, ZoomInfo Sales, Adobe Marketo Engage, Gong, Highspot, SalesDirector.ai

Likelihood to Recommend

Lead and contact routing is extremely useful and much easier to accomplish in LeanData than in our marketing software. The ability to really finetune how leads should be assigned if there is an existing account or even look to see if an account has an open and active opportunity has been very useful when deciding if a lead should round robin or goto an existing account owner.

Comments

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LeanData - Easy to use and consistently getting better

Software Version

Modules Used