Greatest Lead Matching Routing and converting tool
September 15, 2017

Greatest Lead Matching Routing and converting tool

Rob Morris | TrustRadius Reviewer
Score 10 out of 10
Vetted Review
Verified User

Modules Used

  • LeanData Routing
  • LeanData Matching

Overall Satisfaction with LeanData

We use it for lead matching to accounts and for auto conversion to contacts on some accounts.
  • Recognize the account to match the lead to
  • Routing leads to proper person based on complex criteria
  • Auto-Converting leads to contacts for the accounts we specify
  • Bringing lead activity history into the account activity history
  • Appending data from accounts to leads
  • Appending third party data
  • Many leads from accounts we were already working were found and converted to larger deals
  • Clean data mapping
  • Simplified routing and less operational cost
It is very well suited for all types of situations from simple to complex and can be used in a variety of ways from routing to linking to converting.