Lead Routing Time Saver
October 22, 2019

Lead Routing Time Saver

Anonymous | TrustRadius Reviewer
Score 8 out of 10
Vetted Review
Verified User

Modules Used

  • LeanData Routing
  • LeanData Matching

Overall Satisfaction with LeanData Lead2Account Matching Engine

This is a great product for lead distribution, account matching, lead transferring that is extremely automated and works for even the most complex routing rules.
  • Powerful lead matching tool
  • Avoids dupes
  • Lead distribution automation
  • Complicated UI
  • Hard to learn because you aren’t in it a lot
  • What they consider a “user” is annoying
  • Saves time cleaning data
  • Makes distribution easy
  • Helps Leads get routed to the right reps
The most powerful lead routing tool I’ve seen. It allows you to have so many different ways to route the most complicated of situations.
They are always there to help. I reach out all the time and they get on the phone in a second.

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We use it to match leads that come in to current accounts and also to merge leads to existing contacts.