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.