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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SimplyBook.me
Score 9.9 out of 10
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SimplyBook.me is an appointment booking system that improves customer service. It is designed to make the booking process simpler and more efficient.
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.
I needed a solution that linked nursing, doctor, and other medical practitioners that are candidates or could be candidates for a new position, to get connected to a potential new position. The hard part was coordinating interviews and meetings between both parties for recruiters so this software enabled both parties to easily communicate times that work for them and schedule.
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.
Schedule delay for beyond a day because there are times when I want to book beyond 3 or 4 days but I have to instead remember to come back before 1 day to set the reminder.
Confusing to pay for different features because many times I have found it unclear what features will be available to a paid user and what still will need to be paid for.
The interface is not easy, it takes time to adjust to things and find the options you find, navigation becomes relatively easier once you get the hang of the app.
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.
I've used pretty much all known tools but there's something or the other missing. Some are complex to use, some are not compatible through the api, some ask for access to our internal databases and some doesn't execute it well. The main reason behind choosing SimplyBook.me was that it is straight forward, it's UI is simple to use and it offers realtime connectivity with our product and services pages.
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.
In around an hour or so, I have been able to solve my worries about getting paid, organizing my time, leaving me the time and energy to teach and to concentrate on promoting my business.
It's allowed me, in one stroke, to move forward my plans to add native-speaking language tutors to engage in follow-up courses.
