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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Terminus ABM Platform
Score 8.0 out of 10
Mid-Size Companies (51-1,000 employees)
Supporting B2B strategies, the Terminus platform offers tactical playbooks that help teams meet accounts throughout their entire lifecycle. It is a platform rooted in first-party data that surrounds buyers with engaging digital experiences from account acquisition to expansion and renewal. The Terminus engine is built to drive ROI, minimize fraud, prioritize brand safety, and turn intent into relevant, actionable insight for GTM teams. Key benefits of Terminus: - Relevant…
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 really love working with the team. If you are looking to get more targeted in your advertising approach, leverage intent data & have your sales team utilize this data for a more personalized experience - that is the best-case scenario. You do need to invest quite a bit into your advertising to be able to gather data & see [the] influence, so if your AOV would be impacted drastically by this cost, I would not recommend using the advertising experiences and chat experiences until you can invest more.
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.
Event Announcements. We use Sigstr to promote hosted and co-hosted events. Email recipients can click on the Sigstr to register for the event itself. By promoting events through Sigstr we have been able to increase event registration and attendance.
Content Sharing. New blog post, webinar, presentation, infographic... you name it, you can use Sigstr to promote it. Furthermore, you can personalize the content to target different audiences based of the sender group. Example: customer content Sigstr belongs to support, while marketing new business content belongs to sales.
Announcements. Product enhancements, Company news etc. You can use Sigstr to promote general announcements relevant to the audience.
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.
They recently purchased some new solutions that are being integrated into the platform so once that is completed it will be a much more robust solution.
I think updating what is considered high value vs brand awareness on the spike report could be a little more seamless.
For Salesforce integration, Terminus information unfortunately doesn't pull in historically, it just shows what has happened since the integration started. I think it's unfortunate because that historical data tells us a lot.
Terminus is a turn-key partner in the B2B Account-Based Marketing space. Their model is flexible and efficient which in turn provides effective results. Their sales staff is great and never tries to up-sell, but rather coach and educate our teams to be better at our jobs. It has been great to collaborate
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.
It's a great all-around platform. With each of these ABM vendors, you have to pay for all the bells and whistles they offer. Terminus ABM Platform "base" packages include everything you need to get started and you can add on bits and pieces like chat, email or personalization as your organization continues to mature through their ABM journey.
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.
It's EXTREMELY hard to assess total ROI with display advertising unless you're getting clicks on your ads. Even then you probably want additional tracking metrics such as Google Analytics, form fills, etc.
Our sales guys like the engagement spike reports, which can be useful for prompting them to reach out to their contacts.
