LeanData

LeanData


4.5 / 5
10 reviews

Who Uses This Software?

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


Average Ratings

10 Reviews

  • 4.5 / 5
    Overall

  • 4 / 5
    Ease of Use

  • 4.5 / 5
    Customer Service

Product Details

  • Starting Price
    Not provided by vendor
  • Free Version
    Yes
  • Free Trial
    Yes
  • Deployment
    Cloud, SaaS, Web
  • Training
    Documentation
    Live Online
    In Person
  • Support
    Business Hours

Vendor Details

  • LeanData
  • www.leandatainc.com/
  • Founded 2012
  • United States

About LeanData

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.


LeanData Features

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

LeanData Reviews Recently Reviewed!


Making Routing Leads Easy

Aug 20, 2018
5/5
Overall

5 / 5
Ease of Use

4 / 5
Features & Functionality
Likelihood to Recommend: 8.0/10 Not
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Pros: Drag and drop style. Easy to transfer changes using a file from sandbox to production. Great support.

Cons: They need to allow be different types of access, such as super user but not admin.

Overall: Love Lean Data, great support and product.

Easy to use for leads routing workflow

Dec 28, 2018
4/5
Overall

5 / 5
Ease of Use

4 / 5
Features & Functionality

5 / 5
Customer Support

5 / 5
Value for Money
Likelihood to Recommend: 9.0/10 Not
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Pros: Workflow chart based algorithm - no coding needed.

Easy to teak or diagnose.

Good customer service.

Cons: Algorithm 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!

Overall: I'm using LeanData to do Account/Leads/Geographic based routing. It saves tons of time especially during tradeshows or Marketing campaigns.

Capterra loader

Misaligned Sales and CS teams

Jan 10, 2019
1/5
Overall

1 / 5
Ease of Use

1 / 5
Features & Functionality

1 / 5
Customer Support

1 / 5
Value for Money

Pros: We'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.

Cons: Unfortunately, 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.

Overall: NONE. Working with LeanData means, babysitting. They are not proactive and have no interest in answering any questions outside of their "implementation methodology."

Automate lead routing to improve your database

Nov 13, 2018
5/5
Overall

5 / 5
Ease of Use

5 / 5
Features & Functionality
Likelihood to Recommend: 10.0/10 Not
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Pros: LeanData 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.

Cons: No cons. LeanData is a great tool for anyone concerned about data quality and management.

Lean on LeanData

Nov 03, 2016
4/5
Overall

4 / 5
Ease of Use

5 / 5
Features & Functionality

5 / 5
Customer Support

5 / 5
Value for Money
Likelihood to Recommend: 9.0/10 Not
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Comments: We'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.

Great product, great support

Aug 02, 2018
4/5
Overall

3 / 5
Ease of Use

5 / 5
Features & Functionality

4 / 5
Customer Support

4 / 5
Value for Money
Likelihood to Recommend: 7.0/10 Not
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Pros: Robust 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.

Cons: As 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.

THE BEST SOLUTION OUT THERE

Oct 06, 2016
5/5
Overall

5 / 5
Ease of Use

5 / 5
Features & Functionality

5 / 5
Customer Support

5 / 5
Value for Money
Likelihood to Recommend: 10.0/10 Not
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Pros: Ease of use and support team

Cons: none

Overall: LeanData 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

Recommendations to other buyers: Just do it

Great tool!!!

Dec 14, 2016
5/5
Overall

5 / 5
Ease of Use

5 / 5
Features & Functionality

5 / 5
Customer Support

5 / 5
Value for Money

Comments: It 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

A must have!

Oct 06, 2016
5/5
Overall

4 / 5
Ease of Use

4 / 5
Features & Functionality

5 / 5
Customer Support

4 / 5
Value for Money

Comments: This 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!

Must have!

Oct 06, 2016
5/5
Overall

5 / 5
Ease of Use

5 / 5
Features & Functionality

5 / 5
Customer Support

5 / 5
Value for Money

Comments: This is an amazing platform, it closes the gap in salesforce between leads and contacts/accounts. can't live without it.