Item: LeanData
Rating: 10
Author: Adam Wooley

Overall Satisfaction with LeanData

Use Cases and Deployment Scope

LeanData is incredibly useful for our organization. We use it to quickly and accurately route new contacts in Salesforce, ensuring they're matched with existing accounts when they're present or creating new accounts when they're not. Additionally we leverage its sophisticated deduping functionality to ensure that no duplicate accounts or contacts are created when we're importing new data.

Pros and Cons

Pros

Routing and matching
Deduplication and merging of records

Cons

Candidly I don't have much to say here. I've yet to run into something that LeanData didn't already do well for my use case.

Return on Investment

Keeping our salesforce instance manageable.
Getting sales prospects into the hands of the appropriate sales reps as quickly as possible.

Usability

It's super straightforward and easy to use. The UI is extremely intuitive. And in the rare case that you get stuck the support and implementation teams are fabulous.

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

Likelihood to Recommend

Anything at all that has to do with importing new data in Salesforce and trying to keep things relatively organized and clean. Additionally, anything related to routing and assigning accounts, or leads to sales or account management teams. For example we've got an account based enterprise sales motion and largely work off of accounts and contacts. As result lean data is instrumental in matching new leads to relevant accounts.

Comments

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LeanData is a fabulous and intuitive compliment to Salesforce

Software Version

Modules Used