Why LeanData is great
October 18, 2025
Why LeanData is great
Score 10 out of 10
Vetted Review
Verified User
Software Version
LeanData Sales Accelerator
Modules Used
- LeanData Routing
- LeanData Matching
Overall Satisfaction with LeanData
We use LeanData for lead and contact account matching mainly. We have a very complex account structure with parent and children account relationships based on location, and LeanData is vital to be able to match the location of the person with the regional office that they belong to and route correctly to the sales rep in that territory.
Pros
- Lead to Account Fuzzy Matching
- Territory Routing
- Contact to Account Fuzzy Matching
- Auto conversion flows
Cons
- I like most of the functionality, don’t have too many areas to improve
- Always welcome more integrations
- Unfortunately I don’t have any numbers, but the ability to route contacts and leads to their correct owners really helps build the relationships of our accounts, and having visibility into the entire group of contacts that make up an account significantly helps our sales reps with their relationships with those partners and customers.
Salesforce flows are getting more and more powerful and similar to what LeanData does, but the routing function and territory mapping in LeanData is far superior to SFDC functionality, especially when it comes to the visibility and audit trails that it captures as people go through the different lean data flows
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
Comments
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