Item: LeanData
Rating: 10
Author: Sharon Troia

Overall Satisfaction with LeanData

Use Cases and Deployment Scope

Lead routing, auto conversions, and data population at various stages of the buying journey.

Pros and Cons

Pros

Lead Routing - handles complex routing rules better than other tools
SLA tracking - takes into account people's time zones, time off, and gives valuable insights
Auto conversions - helps keep our data tracking on our accounts by automatic conversion of leads onto accounts as they begin being worked

Cons

I can't think of anything that they don't do well

Return on Investment

We haven't measured LeanData in terms of ROI, however we are able to use it for SLA time-to-action tracking which has been an eye opener for our speed to lead initiatives. We just started, so I don't have any solid numbers yet.

The tool can be complex, but the layout is and UI is easy to understand. And their help in the form of webinars, certifications, and documentation with videos is really robust. This is one of the things that makes me love this tool and be willing to recommend it to others.

Alternatives Considered

ZoomInfo Operations

LeanData is easier to use, has a nice visual and handles more complex routing logic.

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

We have SDR and AE's that we need to assign. LeanData makes it easy to assign both at the same time, creating better alignment by using data tables. It also is able to do almost anything that an SFDC worflow can do which is very helpful when creating GTM processes and triggering various people processes and data updates.

Comments

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Highly recommend LeanData

Software Version

Modules Used