A Great Product that Has Saved Me an Immense Amount of Time
May 11, 2018
A Great Product that Has Saved Me an Immense Amount of Time
Score 9 out of 10
Vetted Review
Verified User
Modules Used
- LeanData Routing
- LeanData Attribution
Overall Satisfaction with LeanData Demand Management
We use lead routing and attribution. The lead routing is used by the Sales team, while attribution is used by the Marketing team. I am the primary user of the lead routing module. This has helped me solved using more complex routing in SalesForce in an easy-to-view flow diagram that is much quicker to update and investigate than the out-of-the-box solution SalesForce offers.
Pros
- The lead routing module has saved me an immense amount of time in just a few short months we have been using the tool. I can easily investigate why a lead was routed a certain way, and instantly make changes to the routing logic if needed.
- The LeanData team that helped us implement the product was extremely helpful and knowledgeable, anticipating potential problems before they could even happen.
- The matching logic in the lead routing module is starting to pay dividends in helping us to clean up duplicate leads in an automated way.
Cons
- The price might be prohibitive for some companies. While it has really paid off for us, it would still be a luxury for smaller organizations that do not have many SalesForce users.
- Using the lead routing module has cut down the time I spend making changes to the logic by 90%, while also increasing the accuracy of changes by validating them.
- I am now able to investigate why a lead routed a certain way in a way I never was previously, helping our business to determine any tweaks to our current set-up.
Comments
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