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LeanData

LeanData

8.0 /10
Category
LeanData
8.0 /10

What is LeanData?

LeanData offers a suite of Salesforce-native products for marketing, sales and revenue operations, with lead-to-account matching at its core.

Company Details


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Awards & Recognition

LeanData won the following awards in the Lead Management category

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LeanData Ratings

Real user data aggregated to summarize the product performance and customer experience.
Download the entire Product Scorecard to access more information on LeanData.

90 Likeliness to Recommend

100 Plan to Renew

80 Satisfaction of Cost Relative to Value


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Emotional Footprint Overview

+90 Net Emotional Footprint

The emotional sentiment held by end users of the software based on their experience with the vendor. Responses are captured on an eight-point scale.

How much do users love LeanData?

0% Negative
9% Neutral
91% Positive

Pros

  • Helps Innovate
  • Reliable
  • Respectful
  • Acts with Integrity

Feature Ratings

Average 82

Interaction Planning

89

Prospect Tracking

86

Lead and Contact Categorization

84

Analytics and Reporting

78

Lead Generation

77

Omni-Channel Communication Tracking

75

Vendor Capability Ratings

Average 84

Ease of Data Integration

88

Vendor Support

86

Ease of Customization

86

Ease of Implementation

86

Business Value Created

85

Breadth of Features

85

Quality of Features

84

Ease of IT Administration

84

Usability and Intuitiveness

83

Availability and Quality of Training

83

Product Strategy and Rate of Improvement

81

LeanData Reviews

Scott H.

  • Role: Operations
  • Industry: Technology
  • Involvement: IT Development, Integration, and Administration
Validated Review
Verified Reviewer

Submitted Jun 2023

All kinds of routing with LeanData

Likeliness to Recommend

10 /10

What differentiates LeanData from other similar products?

I love that its a standalone platform and is vendor agnostic. Many of its competitors have been purchased by other large players in the space, so those vendors want you to buy into their goliath suite of tools. LeanData is standalone, has great integrations into other tools, and is customizable. Easy to use, clean UI, overall very happy with it.

What is your favorite aspect of this product?

I'm a fan of how flexible and simple it is to use. Simple in the sense everything is where it should be, and flexible in the sense it can accomplish 95% of what you're trying to do. It doesn't only route Leads and Contacts but also Accounts, Opps, and custom Objects. Overall, awesome tool, can't recommend it enough.

What do you dislike most about this product?

I wish we could have more options when it comes to routing Leads, For example, its heavily reliant on Territories, but if your org is immature, you may not have territories baked out and are more working named Accounts. If those Accounts are SFDC Account records, its difficult to route to the right people.

What recommendations would you give to someone considering this product?

Try before you buy. Great tool, but make sure it fits your use cases.

Pros

  • Continually Improving Product
  • Reliable
  • Performance Enhancing
  • Enables Productivity

Shaun H.

  • Role: Operations
  • Industry: Technology
  • Involvement: IT Development, Integration, and Administration
Validated Review
Verified Reviewer

Submitted Apr 2023

Record Routing with LeanData

Likeliness to Recommend

10 /10

What differentiates LeanData from other similar products?

It is more than just Lead and Contact routing, you can route any Salesforce Object (Accounts, Opportunities, Tasks, and even custom objects). It also does more than just change the Record Owner field, you can update other fields on that record, or even trigger integrations like Outreach.io or Salesloft.

What is your favorite aspect of this product?

How simple it is to build routing flows. It is clicks not code, so you just drag and drop icons and build a flow chart to build what you want. The ability to route other objects other than Leads and Contacts is also huge!

What do you dislike most about this product?

I would love the ability to run a CSV of Contacts through the Contact router and see which Accounts the router would propose which Account to match the Contact to (whether it is the Account it is already related to or not). This would be great for testing, but also for cleaning up Contacts that have been imported and matched to the incorrect Accounts.

What recommendations would you give to someone considering this product?

Try before you buy!

Pros

  • Continually Improving Product
  • Reliable
  • Enables Productivity
  • Trustworthy

Mayne R.

  • Role: Sales Marketing
  • Industry: Consulting
  • Involvement: End User of Application
Validated Review
Verified Reviewer

Submitted Feb 2023

Determined Lead Generating Tool

Likeliness to Recommend

8 /10

What differentiates LeanData from other similar products?

LeanData delivers an effective prospect managing features

What is your favorite aspect of this product?

LeanData is vibrant in setting the right CRM streams.

What do you dislike most about this product?

LeanData is a determined avenue in setting the right engagement structures

What recommendations would you give to someone considering this product?

LeanData is the choice that suits all forms of communications

Pros

  • Helps Innovate
  • Continually Improving Product
  • Efficient Service
  • Caring

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