LeanData

LeanData


4.5 / 5
8 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

8 Reviews

  • 4.5 / 5
    Overall

  • 4.5 / 5
    Ease of Use

  • 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!


In terms of its leads matching feature, it is a lead in this niche market.

Sep 15, 2017
4/5
Overall

4 / 5
Ease of Use

4 / 5
Features & Functionality

5 / 5
Customer Support

4 / 5
Value for Money
Likelihood to Recommend: 8.0/10 Not
Likely
Extremely
Likely

Pros: Leads routing; customer manager is easy to communicate with and always try their best to be on top of your project; functionality is fairly well and stable considering a company of this size.

Cons: Sometimes it has small glitches, not very serious though. Sometimes they seem understaffed, which prolonged our project. But they do have very diligent employees.

Overall: Efficient leads routing.

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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Extremely
Likely

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.

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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Extremely
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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
Likely
Extremely
Likely

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
Likely
Extremely
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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.