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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x.ai
Score 9.4 out of 10
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x.ai is an artificial intelligence-based scheduling platform from the New York headquartered company of the same name.
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.
If a person schedules a lot of meetings or simply has trouble managing a calendar, x.ai is phenomenal. That's especially true if the majority of meetings are internal since those meetings can be scheduled automatically. Even if you don't use Amy and Andrew, the calendar functionality is a great addition. Whether it's better than Calendly is more debatable, but combined with the other features of x.ai, it gives more ways to do calendar management. If a person needs to focus a lot on the interpersonal relationship with clients, x.ai may not work as well. It can feel like an impersonal way to handle scheduling, moreso than passing someone off to an actual human assistant.
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.
Since I am based out of Japan, adding Japanese language functionality would definitely be good for me.
Would like the ability to forward emails to Amy and Andrew and asking them to set up meetings based on the content of the mail not originally copied to x.ai.
Would like the ability to suggest the open meeting slots before scheduling meetings.
Would like the ability to provide a daily schedule before start of the day.
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 have used live virtual assistants and full-time PA's as well in the past. For a few bucks a month, X.ai takes away much of the drudge work involved in a PA keeping my calendar straight.
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.
Reduces phone calls or emails by allowing client to pick a time that works for them and us, as we have already set our options and availability in settings and/or two-way calendar sync.
