Best For

B2B companies that want to: - Match leads to accounts - Do complex routing assignment rules - Get reporting and attribution on multi-touch marketing campaigns - To run high-impact ABM campaigns

Product Details

LeanData Inc. enables strategic lead management within Salesforce so the right leads are assigned to the right reps and matches leads to accounts. Say goodbye to complex assignment rules with our simple drag-and-drop lead routing flow builder. Whether your company manages a sales process based on named accounts, geographic territories, Account-Based Marketing or something else entirely, LeanData gives you the power to easily customize lead routing to your go-to-market strategy.

Contact Details

LeanData

http://www.leandatainc.com/

Founded in 2012

Located in United States

Routing Flow Builder
Attributing and Reporting
LeanData View

Starting Price

  • Not provided by vendor

Free Trial

  • Yes

Platform

  • Installed - Mac
  • Cloud, SaaS, Web
  • Installed - Windows
  • Mobile - iOS Native
  • Mobile - Android Native

Training

  • In Person
  • Live Online
  • Webinars
  • Documentation

Support

  • Business Hours

LeanData Features

Activity Tracking
Campaign Management
Lead Capture
Lead Distribution
Lead Nurturing
Lead Scoring
Lead Segmentation
Pipeline Management
Prospecting Tools
Source Tracking

LeanData Reviews

Overall
4.5/5
Ease of Use
4.5/5
Customer Service
4.5/5

Showing Most Helpful

Showing 12 of 12 reviews

Showing Most Helpful

Showing 12 of 12 reviews

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Rating
Company Size
Reviewer's Role
Length of Use
Frequency of Use
Verified Reviewer
Construction, 51-200 employees
Used the software for: 1-2 years
Overall Rating
5/5
Ease of Use
5/5
Customer Service
5/5
Features
4/5
Value for Money
5/5
Likelihood to Recommend
9/10
Reviewer Source 
Source: Capterra
April 15, 2019

“Definitely the top lead converter in the market”

OverallIt's helped our start up route our leads and has been crucial to our success
ProsWe use lean data to route all of our leads. As we convert our leads directly into contacts, lean data allows us to take logic and apply it to the lead. This then allows us to assign it to the right Rep. I love their round robin feature that creates an easy way to round robin leads based on criteria.
ConsThe only cons of lean data are that it takes a few Minutes to convert leads and if there are a large volume of leads coming in at the same time, lean data can sometimes barf or get backed up.
Reviewer Source 
Source: Capterra
April 15, 2019
Avatar Image
Rachel S.
Director of Demand Generation
Computer & Network Security, 11-50 employees
Used the software for: Less than 6 months
Overall Rating
5/5
Ease of Use
5/5
Customer Service
5/5
Features
5/5
Value for Money
5/5
Likelihood to Recommend
10/10
Reviewer Source 
Source: Capterra
April 1, 2019

“Makes complicated lead routing super simple”

OverallThe customer support has been outstanding. We just told our LeanData CSM what we wanted and she built everything for us. We would test it, and then she would re-adjust until it was perfect. Very quick response, and always so helpful.
ProsOur company has a fairly complicated lead routing workflow. Leads are distributed among a team of 25 - by geo, device size, account status, and by marketing engagement. This would have been impossible with our previous solution, but LeanData makes it dead simple. And if by chance, we ever have an inquiry about why a Lead was routed to a particular person, we can look at the Audit logs to investigate.
ConsNot a lot of cons. It works as it should. The lead matching is not 100% perfect, but no tool is. And we have other data integrity/de-duping tools that help with that.
Reviewer Source 
Source: Capterra
April 1, 2019
Verified Reviewer
Computer Software, 501-1000 employees
Used the software for: 6-12 months
Overall Rating
5/5
Ease of Use
5/5
Features
4/5
Likelihood to Recommend
8/10
Reviewer Source 
Source: Capterra
August 20, 2018

“Making Routing Leads Easy”

OverallLove Lean Data, great support and product.
ProsDrag and drop style. Easy to transfer changes using a file from sandbox to production. Great support.
ConsThey need to allow be different types of access, such as super user but not admin.
Reviewer Source 
Source: Capterra
August 20, 2018
Avatar Image
Sarah W.
Global Sales Enablement Manager
Computer Software, 51-200 employees
Used the software for: Less than 6 months
Overall Rating
1/5
Ease of Use
1/5
Customer Service
1/5
Features
1/5
Value for Money
1/5
Likelihood to Recommend
0/10
Reviewer Source 
Source: Capterra
January 10, 2019

“Misaligned Sales and CS teams”

OverallNONE. Working with LeanData means, babysitting. They are not proactive and have no interest in answering any questions outside of their "implementation methodology."
ProsWe've been a customer for several months at this point and lean data has delivered no value. Their support team is not client focused, their priority is following their internal "implementation methodology" regardless of use case.
ConsUnfortunately, the sales and customer support team are completely misaligned. Their talented sales reps understand that LeanData should solve business problems, their customer success team does not. After several months, the customer success team is still unable to provide a list of technical requirements to get up an running or share an implementation guide. The team consistently does not respond to emails and prefers to schedule a call to answer any question. As a tech professional that wears multiple hats, THIS IS NOT FEASIBLE.
Reviewer Source 
Source: Capterra
January 10, 2019
Peibei W.
Senior Sales Operations Specialist
Computer Software, 201-500 employees
Used the software for: 2+ years
Overall Rating
4/5
Ease of Use
5/5
Customer Service
5/5
Features
4/5
Value for Money
5/5
Likelihood to Recommend
9/10
Reviewer Source 
Source: Capterra
December 28, 2018

“Easy to use for leads routing workflow”

OverallI'm using LeanData to do Account/Leads/Geographic based routing. It saves tons of time especially during tradeshows or Marketing campaigns.
ProsWorkflow chart based algorithm - no coding needed. Easy to teak or diagnose. Good customer service.
ConsAlgorithm sometimes are not as "smart" as human beings when making judgments since it follows the rules strictly. If the software could partner with other database software to improve fuzzy matching that will make LeanData even greater!
Reviewer Source 
Source: Capterra
December 28, 2018
Verified Reviewer
Marketing and Advertising, 51-200 employees
Used the software for: 1-2 years
Overall Rating
5/5
Ease of Use
5/5
Features
5/5
Likelihood to Recommend
10/10
Reviewer Source 
Source: Capterra
November 13, 2018

“Automate lead routing to improve your database”

ProsLeanData allows us to manage our incoming leads and route them to the appropriate accounts. It helps eliminate junk in the database and keeps the data accurate.
ConsNo cons. LeanData is a great tool for anyone concerned about data quality and management.
Reviewer Source 
Source: Capterra
November 13, 2018
Adam B.
Unspecified
Used the software for: Unspecified
Overall Rating
4/5
Ease of Use
4/5
Customer Service
5/5
Features
5/5
Value for Money
5/5
Likelihood to Recommend
9/10
Source: Capterra
November 3, 2016

“Lean on LeanData”

OverallWe're in the early stages of implementing LeanData. We've implemented the merge feature, which is working well, and portions of the routing piece. Everyone teams up with a dedicated Customer Success rep to help the org build out their routing rules (actually the LD rep implements it all). For those of you that are in charge of routing rules, you will know that it's a lonely task so it's nice to have a sounding board and someone to take much of this burden. We're still working out some bugs with the routing rules (as is expected), but nothing is business damaging and everything is moving along at a good pace.
Source: Capterra
November 3, 2016
Verified Reviewer
Internet, 201-500 employees
Used the software for: Less than 6 months
Overall Rating
4/5
Ease of Use
3/5
Customer Service
4/5
Features
5/5
Value for Money
4/5
Likelihood to Recommend
7/10
Reviewer Source 
Source: Capterra
August 2, 2018

“Great product, great support”

ProsRobust feature set, allows us to get very granular with our Lead/Contact routing in SFDC. Also-customer support has been great. Implementation team will pretty much hold your hand through the entire onboarding process, which is nice since it's such a complex tool.
ConsAs I mentioned, the tool is complex so it can be difficult/intimidating if you need to make any adjustments or configurations. Also-be aware that Contact routing is a separate purchase from Lead routing.
Reviewer Source 
Source: Capterra
August 2, 2018
Sophia F.
Salesforce Administrator
Unspecified
Used the software for: Unspecified
Overall Rating
5/5
Ease of Use
5/5
Customer Service
5/5
Features
5/5
Value for Money
5/5
Likelihood to Recommend
10/10
Source: Capterra
October 6, 2016

“THE BEST SOLUTION OUT THERE”

OverallLeanData is great and has saved my team so much time and energy. Their team is knowledgeable, they have an amazing customer success team, and the product is flawless. I highly recommend LeanData
ProsEase of use and support team
Consnone
Recommendations to other buyersJust do it
Source: Capterra
October 6, 2016
Satyadev S.
Unspecified
Used the software for: Unspecified
Overall Rating
5/5
Ease of Use
5/5
Customer Service
5/5
Features
5/5
Value for Money
5/5
Source: Capterra
December 14, 2016

“Great tool!!!”

OverallIt is a great app. We are using it for a long time. It helps the team to save so much time and energy. They have an amazing customer success team, and the product is flawless. I highly recommend LeanData
Source: Capterra
December 14, 2016
Konnie T.
Unspecified
Used the software for: Unspecified
Overall Rating
5/5
Ease of Use
4/5
Customer Service
5/5
Features
4/5
Value for Money
4/5
Source: Capterra
October 6, 2016

“A must have!”

OverallThis is a huge must have as part of our ABM strategy. Of the vendors we looked at, we went with Leandata for their features and customer support. No regrets!
Source: Capterra
October 6, 2016
Debbie M.
Unspecified
Used the software for: Unspecified
Overall Rating
5/5
Ease of Use
5/5
Customer Service
5/5
Features
5/5
Value for Money
5/5
Source: Capterra
October 6, 2016

“Must have!”

OverallThis is an amazing platform, it closes the gap in salesforce between leads and contacts/accounts. can't live without it.
Source: Capterra
October 6, 2016