Item: LeanData
Rating: 10
Author: Verified User

Overall Satisfaction with LeanData

Use Cases and Deployment Scope

We use LeanData to route our Contacts, Accounts and Opportunities across the GTM team. The great thing about LeanData that it is an all in one platform with round robin and deduplication capabilities. The round robin can respect users' work schedules in different time zones and vacation time off.

Pros and Cons

Pros

Round Robin
Merging matched / duplicate records
Multi-object integration (Contact, Accounts, Opportunities, Custom Objects)

Cons

Match and deduplicate existing data without using a 3rd party platform
Reporting / Dashboards

Return on Investment

Save time in manual routing
Save time in troubleshooting with built in audit logs

Usability

Very easy to implement, I have been using this tool for years! Once you set up one object, all the other objects mirror the same set up format. It's great that they have a training / university portal for admins to learn about all the features that LeanData has to offer

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?

I wasn't involved with the implementation phase

Would you buy LeanData again?

Yes

Other Software Used

Salesforce CRM Analytics, Slack

Likelihood to Recommend

LeanData is great for routing objects to larger GTM teams where routing conditions may be more complex than 1 record per 1 GTM representative. Users have the ability to weight assignments whereas a senior rep should be assigned 3 records, whereas junior reps may be assigned 1 record. LeanData will keep tabs on this for you and auto assign vs. needing to do this manually. LeanData is not suitable for small teams where it is 1 to 1 assignment of records.

Comments

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Critical to our GTM org

Software Version

Modules Used