#1 most frequent
United States of America
81.0%600 installations of 741
What is LeanData?
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.
Categories & Use Cases
Product Demos
Who Buys & Uses LeanData
#2 most frequent
Canada
4.2%31 installations of 741
#3 most frequent
United Kingdom of Great Britain and Northern Ireland
3.4%25 installations of 741
LeanData Allowed Us to Completely Move Away from Manual Inbound Lead Processing.
Use Cases and Deployment Scope
We use LeanData primarily for automated inbound lead routing. We have established a plan to utilize the tool for account duplicate detection and management. We will also be using the tool to reassign national sales territories as they shift continuously. LeanData addresses the business need to move faster, aiming to increase our total sales by 5x in the next few years. The scope extends across the entire Revenue Org.
Pros
- Inbound Lead Routing.
- Duplicate Account Detection and Management.
- Auto Scheduler for Demos.
Cons
- Better safeguards for duplicate account creation via other Workato recipes.
- Better Support on Certain complex graph issues.
- Account centric insights.
Return on Investment
- Helped hit aggressive Quarterly Goals.
- Freed up some resources on the Sales team.
- Allowed a smart restructuring of the team to accommodate the tool.
Usability
Alternatives Considered
Salesforce Marketing Cloud
Other Software Used
HubSpot Marketing Hub, Salesforce Revenue Cloud, Clay
My experience with LeanData.
Use Cases and Deployment Scope
LeanData is a modern Lead-to-Account Matching and Routing software. We use the product in our organisation for lead management. The software allow us to automate lead routing and track high quality leads. It is customizable and integrates with various tools. Implementation cost of the software is affordable due to the available flexible pricing.
Pros
- Customer service of the software are awesome. They provide instant responses to queries.
- Intuitiveness of the software and availability of free training and unlimited demos.
- The software offers customizable playback to enhance usage.
- Ability of the product to automate complex workflows.
- Flexibility of the software especially when building reports.
Cons
- We have had issues with email deliverability especially when sending bulk emails.
- Learning curve of the software is considerably challenging. The platform is complex and very advanced.
Return on Investment
- LeanData has enabled us to eliminate the need of numerous subscriptions by providing us with capabilities such as lead management and revenue projection.
- Use of the tool has improved our sales productivity and enhanced sales forecasting and reporting.
- The software has made it possible for us to streamline communication with our business prospects, track deals and efficiently manage leads.
Usability
Other Software Used
MadKudu, Webex Connect, Cisco Firepower 1000 Series
Highly recommend LeanData
Use Cases and Deployment Scope
Lead routing, auto conversions, and data population at various stages of the buying journey.
Pros
- Lead Routing - handles complex routing rules better than other tools
- SLA tracking - takes into account people's time zones, time off, and gives valuable insights
- Auto conversions - helps keep our data tracking on our accounts by automatic conversion of leads onto accounts as they begin being worked
Cons
- I can't think of anything that they don't do well
Return on Investment
- We haven't measured LeanData in terms of ROI, however we are able to use it for SLA time-to-action tracking which has been an eye opener for our speed to lead initiatives. We just started, so I don't have any solid numbers yet.
Usability
Alternatives Considered
ZoomInfo Operations
Why LeanData is great
Use Cases and Deployment Scope
We use LeanData for lead and contact account matching mainly. We have a very complex account structure with parent and children account relationships based on location, and LeanData is vital to be able to match the location of the person with the regional office that they belong to and route correctly to the sales rep in that territory.
Pros
- Lead to Account Fuzzy Matching
- Territory Routing
- Contact to Account Fuzzy Matching
- Auto conversion flows
Cons
- I like most of the functionality, don’t have too many areas to improve
- Always welcome more integrations
Return on Investment
- Unfortunately I don’t have any numbers, but the ability to route contacts and leads to their correct owners really helps build the relationships of our accounts, and having visibility into the entire group of contacts that make up an account significantly helps our sales reps with their relationships with those partners and customers.
Usability
Alternatives Considered
Salesforce Sales Cloud
Other Software Used
Adobe Marketo Engage, Salesforce Sales Cloud
LeanData - a must have for RevOps
Use Cases and Deployment Scope
We must have Leandata to operate our Lead to Cash process, its an essential tool to our revenue success. We are Account based Marketing Company where we focus on Account's territory, segment and the matching and routing core functions from Leandata help bridges process and system gaps
Pros
- Customer Success - Listens well
- Product Roadmap - Always stay ahead of tech trend
- Ease of Use and transparency
Cons
- Awesome products - just need some time to catch up
Return on Investment
- Great licensing model - eliminate micro transactions when company is expanding
Usability
Other Software Used
Outreach, ZoomInfo Engage
