Great product for high volume lead flow, and all Sales Ops Leaders
November 14, 2019
Great product for high volume lead flow, and all Sales Ops Leaders
Score 9 out of 10
Vetted Review
Verified User
Modules Used
- LeanData Matching
Overall Satisfaction with LeanData Lead2Account Matching Engine
When we first contacted LeanData Lead2Account Matching Engine, we were struggling with a truly automated Round Robin system for new leads. Salesforce.com claims they have a solution, but it only works for batch uploads, not for leads that flow in real-time. LeanData Lead2Account Matching Engine quickly solved this issue, and then some. By providing capabilities to handle fairly complex filters, and rules around which leads to send through a Round Robin, and which to direct to specific people. Since our initial implementation. We've also used Account2Account, which is a perfect complementary piece together allows us to manage our entire lead/account/opportunity territory assignment. Again, something that Salesforce.com has but in a much more complex and rigid way.
- Allows us to incorporate almost any filter or type of update (including "has changed" in addition to equals, does not equal, etc.) to direct leads down a path specific to our needs based on Lead Source.
- Allows us to manage our territory assignments relatively easily.
- Since our decision flow is relatively complex, LeanData Lead2Account Matching Engine can isolate and determine how a specific or a group of leads went through the flow process and where they encountered an error or unexpected behavior. This allows us to fine-tune and make sure everything is working as we expect it should.
- Their implementation & support organizations are top-notch! The product is excellent, but it's only realized because of the implementation team's commitment to helping me be successful.
- Updating new territory mapping is a little arduous. Mostly it's time-consuming, but based on how sophisticated the rest of their solution is, I would think this could be a little slicker.
- It's ensured parity and equal opportunity to succeed amongst our SDR team from several leads provided standpoint.
- Confidence that the leads are flowing to the right individuals. Our volume is too high for someone to manage this manually, so this automation is a great time saver.
At the time of evaluation, in addition to looking for Salesforce.com to solve the issue, I looked at a couple of other, smaller solutions that I can't even remember their name. They didn't offer the same level of robustness or complete solution. The Salesforce.com solution wasn't a solution so much as it was a feature that people have used for Round-Robin purposes, but it wasn't purpose-built to address a complete lead to account function.
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