LeanData is the master of Routing. Get it you won't regret it
April 30, 2025

LeanData is the master of Routing. Get it you won't regret it

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

Routing and deduplication purposes. We use LeanData to route our accounts, opportunity and leads to our reps based on the business case for region, employee count etc. We also use leandata to provide us a matched account so that we can reduce the amount of duplicate accounts. We are also looking to see if we are able to use bookit feature to stop using another tool for calendaring purpose.

Pros

  • Routing
  • Deduplication
  • Calendaring

Cons

  • improvements in graph to make it less complex
  • able to provide logic to allow building the graph using AI
  • formula fields or connecting with some fields in salesforce
  • We are able to route MQL faster to the Rep so that they are able to action on it which sets the meeting
  • Being able to integrate and notify the reps on slack so that they get notified reduces lag time
It is one of the best tool that combine all your needs in one place and it is native to salesforce so you dont have to wait for assigning licenses or permissions to the users and managing another tool. testing the deployment graph saves so much time that you can deploy your changes within an hour.
We tried using Ringlead for routing purposes but the way the logic needed to be built was super complex, repetitive and prone to manual errors so we like Leandata as auditing and testing is better and you can even see where the error is for your graph. Having a graphical or visual presentation really made the difference

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

Routing- This is the best tool to use for routing your objects in Salesforce especially if you have a complex logic for identifying MQLs as you can test this out directly in Leandata without impacting any changes in your production and this takes away doing this in your developer and moving them to your production.
BookIt- i am not sure how if will handle the logic built for opp routing and bookit routing together

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