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.
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Madison Logic Platform
Score 6.3 out of 10
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The Madison Logic Platform is an account-based marketing product that includes an ABM-centric data management platform (DMP) that allows users to target ads and other content on an account basis. Activate ABM integrates with the user's CRM and Marketing Automation platforms, and leverages the vendor's network of 1,600+ B2B publishers for content syndication.
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.
The Madison Logic Platform is especially useful for those running content syndication campaigns. It allows for insight into the campaign in an organized and thoughtful way. I wish all vendors I worked with could offer a platform as well functioning as the Madison Logic Platform. I am able to share campaign data with my team and compare it to our own center of truth.
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.
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.
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.
To help us achieve our goals, Madison Logic's customer success team goes above and beyond to support our team. The Madison Logic team is happy to help you succeed, whether it's through platform demonstrations, weekly exports to our priority accounts, or guidance on how to effectively plan our campaigns. The Madison Logic team also provides us with account-based insights, which we can then use to generate leads for our clients. A great team to work with, as well as a great platform to implement our approach.
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.