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LeanData

Score10 out of 10

44 Reviews and Ratings

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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

Reviews

What users are saying about LeanData.
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My experience with LeanData.

Incentivized
Nofia Mukami
Junior Managing Director of salesmarketing in Marketing at Bloosat CM (11-50 employees employees)

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

Why LeanData is great

Incentivized
Mike SchnellView profile
Marketing Operations in Marketing at SmithRx (501-1000 employees employees)

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

Incentivized
Sophie Chan
Staff Product Manager, IT/Salesforce in Information Technology at Cohesity (5001-10,000 employees employees)

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

LeanData...Lead and Contact Routing MAde Easier

Incentivized
Cedrick Crudup
Sales Operation Program Manager in Sales at Brightly Software (501-1000 employees employees)

Use Cases and Deployment Scope

Currently, we are using Leandata for all of our lead and contact routing. It's helped us move from the excel documents and automated the assignment processes.

Pros

  • Lead Conversion and Routing
  • Weighted Distribution
  • Automated contact assignment to Salesloft Cadences

Cons

  • Not much I would say needs to be improved, if I were honest with you.

Return on Investment

  • All positive...our sales users are getting to leads quicker. If they are not on top of it, we can simply reroute the lead with Leandata and notify them that the lead is being reassigned. Help with accountability.

Usability

Alternatives Considered

LeanData

Other Software Used

Salesloft, ZoomInfo Sales, Chorus by ZoomInfo

LeanData - the key to a strong RevOps strategy

Incentivized
Ashley Moralez, MSView profile
Director, Global Sales Operations in Sales at Brightly Software, a Siemens Company (10,001+ employees employees)

Use Cases and Deployment Scope

We use LeanData for all our Lead Gen routing for our global Sales org and net new Account creation. We also use it for all Lead to Contact conversion.

Pros

  • Certifications for new users
  • Routing graphs & ease of use
  • Salesforce integration & UI

Cons

  • Ability to create new objects on all graphs

Return on Investment

  • Speed to Lead Increase
  • Round Robin for Open Territories

Usability

Other Software Used

Clari, Salesloft, Chorus by ZoomInfo

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