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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ZoomInfo Marketing
Score 7.8 out of 10
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ZoomInfo MarketingOS helps Demand Generation and Account-Based Marketers target, engage, and convert leads to buyers by giving them data, insight-driven orchestration, and personalized engagement across multiple channels such as display and social advertising, email, website chat and onsite conversion.
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.
ZoomInfo Marketing can be used to re-target companies already in your sales process or familiar with you (i.e., have been to your website or engaged with you in some way). You may not get a large number of conversions through a cold display campaign, but ZI Marketing is a great way to stay at the top of your buyers' minds and provide them with bottom-of-the-funnel content through advertising.
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.
The ease of campaign creation is amazing! I can get a campaign set up in just a few minutes.
The reporting allows us to easily see the performance of our ads. There is no guesswork.
I love being able to create audiences from ZoomInfo tools such as Websights, intent, workflows and lists. This allows us to target a very specific audience that we otherwise would not have access to.
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.
It just complements every effort that our sales and marketing team go through. We also use other zoom products, and this meshes so well with them. It has cut down the time we need for results in marketing and sales, as well as increasing the success rate of the actions we choose. We're seeing greater ROI on efforts since we started.
I think it's great for marketing and sales alignment and it gives great insights and data that we can translate over to our LinkedIn advertising, but I think the reporting limitations aren't great. The discrepancies don't provide full confidence in the numbers. But, as a tool to become more targeted based on websights and sales goals it's great!
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.
They spend most of their time pontificating on rudimentary matters. They tried to blame their own mistakes and shortcomings on the client rather than themselves.
They never ended up uploading the custom intent topics until months after we submitted them. It was difficult to select the custom intent topics in the first place as well.
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.
RollWorks was extremely difficult to use. We used the platform for three years and I always got stuck when trying to create an ad campaign. Total opposite of ZoomInfo Marketing where I can easily create an ad campaign in minutes. We can update our campaigns at any time and see changes right away. In RollWorks, we had to wait at least 24 hours to see any changes. We never saw any hard results from RollWorks with three years of using the platform. We saw results with ZoomInfo right away.
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.
Tracking characteristics on types of businesses on our pages - also very close to our dream persona
Build a weekly workflow internally between sales and marketing to use the incoming contacts and increasing number of qualified leads to hand off to sales
