Doodle is appointment scheduling software from the Swiss company of the same name.
$4.49
per month
LeanData
Score 10.0 out of 10
N/A
LeanData is a solution built around account-based nurturing and account-based reporting. The nurturing aspect allows users to segment inbound leads by account details such as owner, active opportunity, customer, and sales stage.
Doodle is great when you need to coordinate dates among a group and don't want to send a bunch of group emails or texts. It allows a number of dates to be proposed and the group can easily see those dates that are most preferred. If you need to do something more complex than that it may not be your tool.
LeanData is incredibly configurable. The drag and drop nodes are easy to use and while it takes a little practice, once you know how to configure the nodes, the amount of flexibility you have to customize your instance is impressive. We can route to specific individuals, to Round Robins, to Territory Teams and more. Timezones and vacations rules can be established and respected. The tool is incredibly scalable to large teams. We have two different business units each with different routing practices and we are able to configure LeanData to work smoothly for both unique processes.
Doodle approaches this problem different than most other scheduling platforms I've looked at (and I've looked at most of them). Doodle allows the person who is making their calendar available for scheduling to make the final decision on the meeting in contrast to other platforms that typically do it the other way around. Both can be beneficial depending on preference
I love that Doodle allows for proposing multiple times, which is a feature I've yet to find on other scheduling platforms (and I've looked at/tried a lot of them)
Doodle makes the scheduling process very simple even for someone who's never used it before
Lead-to-Account Matching. LeanData has far and away the best fuzzy matching system for identifying the appropriate Account where a particular Lead belongs.
Lead Routing. LeanData's visual routing canvas allows business users to construct very sophisticated, yet reliable, routing branches that determine what to do with every lead (both new and existing) based on business rules.
I think implementing data tables is by far a superior way to achieve complex routing scenarios, but the feature could be more at the forefront (I was previously building very complex webs to achieve similar results before I was aware of how to use them)
I wish there were a way to have multiple entry nodes of the same type (ie New/Updated Campaign Member) with different filters for better router organization. I realize this could be implemented by adding additional filters to the existing node, but for viewing cleanliness as opposed to functionality itself, I wish this could change.
Doodle has customer service support available as needed, but honestly, it is so easy to use that I have rarely had to seek support. They are always a click away and responsive to resolving any need or to clarify the next best step to using Doodle to meet my needs.
There is no way I would have such a successful implementation of this product without the implementation and support team. They have been patient, helpful, and very responsive. Even after I had gone live and had been so for a while, our org and thus our criteria had changed. They continued to help me make the necessary tweaks to ensure I was up and running.
Doodle is more customizable and I love the animation aspect. It is missing the engagement piece, but again I am new to it so there may be features in Doodle that I haven't discovered yet.
We were not able to devote the developer resources to solving the problem in-house at the moment in time we needed to move on this solution. We wanted (needed) a bespoke solution where implementation could be handled outside of our organization. LeanData was able to offer that and on the timescale we were beholden to.
Using the Outreach integration in LeanData that allows us to auto-sequence an inbound prospect that hasn't booked a meeting has brought our average time to touch from 10+ days to >1 day.
I can't speak to specific numbers, but using LeanData to route our different onboarding related objects has significantly reduced our onboarding time for new customers.
Adding LeanData Bookit has also reduced our spend by consolidating tools. When we acquired a company last year, we were able to use LeanData on their website and get rid of their routing/meeting tools without having to pay for another instance.
