What is LeanData?
LeanData is a Salesforce-native solution that connects the right data, tools, and people at each step in the buyer journey. Seamless integration with your revenue tech stack links data and context so that you never lose track of a lead, opportunity, or account.
Company Details
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Real user data aggregated to summarize the product performance and customer experience.
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90 Likeliness to Recommend
100 Plan to Renew
80 Satisfaction of Cost Relative to Value
Emotional Footprint Overview
+90 Net Emotional Footprint
The emotional sentiment held by end users of the software based on their experience with the vendor. Responses are captured on an eight-point scale.
How much do users love LeanData?
Pros
- Helps Innovate
- Reliable
- Respectful
- Acts with Integrity
How to read the Emotional Footprint
The Net Emotional Footprint measures high-level user sentiment towards particular product offerings. It aggregates emotional response ratings for various dimensions of the vendor-client relationship and product effectiveness, creating a powerful indicator of overall user feeling toward the vendor and product.
While purchasing decisions shouldn't be based on emotion, it's valuable to know what kind of emotional response the vendor you're considering elicits from their users.
Footprint
Negative
Neutral
Positive
Feature Ratings
Interaction Planning
Prospect Tracking
Lead and Contact Categorization
Analytics and Reporting
Lead Generation
Omni-Channel Communication Tracking
Vendor Capability Ratings
Ease of Data Integration
Vendor Support
Ease of Customization
Ease of Implementation
Business Value Created
Breadth of Features
Quality of Features
Ease of IT Administration
Usability and Intuitiveness
Availability and Quality of Training
Product Strategy and Rate of Improvement
LeanData Reviews
Scott H.
- Role: Operations
- Industry: Technology
- Involvement: IT Development, Integration, and Administration
Submitted Jun 2023
All kinds of routing with LeanData
Likeliness to Recommend
What differentiates LeanData from other similar products?
I love that its a standalone platform and is vendor agnostic. Many of its competitors have been purchased by other large players in the space, so those vendors want you to buy into their goliath suite of tools. LeanData is standalone, has great integrations into other tools, and is customizable. Easy to use, clean UI, overall very happy with it.
What is your favorite aspect of this product?
I'm a fan of how flexible and simple it is to use. Simple in the sense everything is where it should be, and flexible in the sense it can accomplish 95% of what you're trying to do. It doesn't only route Leads and Contacts but also Accounts, Opps, and custom Objects. Overall, awesome tool, can't recommend it enough.
What do you dislike most about this product?
I wish we could have more options when it comes to routing Leads, For example, its heavily reliant on Territories, but if your org is immature, you may not have territories baked out and are more working named Accounts. If those Accounts are SFDC Account records, its difficult to route to the right people.
What recommendations would you give to someone considering this product?
Try before you buy. Great tool, but make sure it fits your use cases.
Pros
- Continually Improving Product
- Reliable
- Performance Enhancing
- Enables Productivity
Please tell us why you think this review should be flagged.
Shaun H.
- Role: Operations
- Industry: Technology
- Involvement: IT Development, Integration, and Administration
Submitted Apr 2023
Record Routing with LeanData
Likeliness to Recommend
What differentiates LeanData from other similar products?
It is more than just Lead and Contact routing, you can route any Salesforce Object (Accounts, Opportunities, Tasks, and even custom objects). It also does more than just change the Record Owner field, you can update other fields on that record, or even trigger integrations like Outreach.io or Salesloft.
What is your favorite aspect of this product?
How simple it is to build routing flows. It is clicks not code, so you just drag and drop icons and build a flow chart to build what you want. The ability to route other objects other than Leads and Contacts is also huge!
What do you dislike most about this product?
I would love the ability to run a CSV of Contacts through the Contact router and see which Accounts the router would propose which Account to match the Contact to (whether it is the Account it is already related to or not). This would be great for testing, but also for cleaning up Contacts that have been imported and matched to the incorrect Accounts.
What recommendations would you give to someone considering this product?
Try before you buy!
Pros
- Continually Improving Product
- Reliable
- Enables Productivity
- Trustworthy
Please tell us why you think this review should be flagged.
Mayne R.
- Role: Sales Marketing
- Industry: Consulting
- Involvement: End User of Application
Submitted Feb 2023
Determined Lead Generating Tool
Likeliness to Recommend
What differentiates LeanData from other similar products?
LeanData delivers an effective prospect managing features
What is your favorite aspect of this product?
LeanData is vibrant in setting the right CRM streams.
What do you dislike most about this product?
LeanData is a determined avenue in setting the right engagement structures
What recommendations would you give to someone considering this product?
LeanData is the choice that suits all forms of communications
Pros
- Helps Innovate
- Continually Improving Product
- Efficient Service
- Caring
Please tell us why you think this review should be flagged.
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