LeanData Lead2Account matching help speed up lead prosecution and organize SFDC.
November 14, 2019

LeanData Lead2Account matching help speed up lead prosecution and organize SFDC.

Anonymous | TrustRadius Reviewer
Score 9 out of 10
Vetted Review
Verified User

Modules Used

  • LeanData Routing
  • LeanData Matching

Overall Satisfaction with LeanData Lead2Account Matching Engine

We use LeanData to help with matching across objects and enabling automation in our Salesforce.com instance. With LeanData, we are able to effectively sort and classify new leads by matching them against account data and deduplicating against other leads and contacts. This is foundational for our ability to scale our use of SFDC across many records (>100k) and across a growing team of users (>20 users at the moment). We're fairly confident in LeanData's ability to scale as our team scales for the foreseeable future.

Pros

  • LeanData's routing interface is fairly easy to use with a bit of training. The visual interface makes the rules process as easy as it can be - which can still be complicated!
  • LeanData's ability to match Leads to accounts and user account attributes to add leads to automation flows is extremely helpful in prosecuting and sorting leads.
  • LeanData has a host of interesting features that it's easy to lose track of. Periodic re-familiarization of the features available can add additional value to the org following initial purchase and implementation.

Cons

  • The visual interface is easy to use, but not intuitive. Many of the design decisions make a ton of sense- with training- but it can be hard to explain to laypeople.
  • Bits and pieces of the architecture (such as territory management and round queues) are separated from the core routing graph interface - there are many parts to keep track of.
  • The enrichment you can get from accounts is only as good as the enrichment of your accounts. If your account information is bad, the attributes you can match to leads will be bad. Data quality matters.
  • This has made our lead prosecution way more powerful.
  • Tracking errors, maintaining the routing graph and adjusting the territories can be time-intensive failure to be on top of it can block business processes.
  • This technology essentially unlocked the target account activity tracking at the lead level.
We didn't thoroughly examine alternatives.
The team is responsive and quick. The training process was patient and thorough. I felt confident using the tool after the two-week implementation period. The initial processing of our existing leads was painfully slow, but the team worked hard to help reduce the friction of that initial implementation process. Post-implementation, the team is helpful and responsive to the question.

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

If you would like to make better decisions about your new leads as they enter your CRM, LeanData account matching is incredibly helpful. It allows you to match with fairly good accuracy against your existing accounts and pull through the attributes attached to your accounts. This unlocks A TON of potential automation and processes. If account matching is the blocker, LeanData is the right tool to use.

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