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LeanData

LeanData

Composite Score
7.7 /10
CX Score
7.9 /10
Category
LeanData
7.7 /10

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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Awards & Recognition

LeanData won the following awards in the Lead Management category

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LeanData Ratings

Real user data aggregated to summarize the product performance and customer experience.
Download the entire Product Scorecard to access more information on LeanData.

Product scores listed below represent current data. This may be different from data contained in reports and awards, which express data as of their publication date.

88 Likeliness to Recommend

100 Plan to Renew

80 Satisfaction of Cost Relative to Value

Down 1
Since last award


Emotional Footprint Overview

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Emotional Footprint Overview

Product Experience:
92%
Negotiation and Contract:
82%
Conflict Resolution:
92%
Strategy & Innovation:
88%
Service Experience:
96%

Product scores listed below represent current data. This may be different from data contained in reports and awards, which express data as of their publication date.

+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?

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0% Negative
6% Neutral
94% Positive

Pros

  • Helps Innovate
  • Reliable
  • Respectful
  • Caring

Feature Ratings

Average 82

Lead Distribution

92

Lead Scoring

92

Interaction Planning

87

Prospect Tracking

85

Lead and Contact Categorization

84

Lead Generation

82

Data Ingestion and Interoperability

81

Omni-Channel Communication Tracking

77

Analytics and Reporting

76

Mobile

75

Vendor Capability Ratings

Average 84

Ease of Customization

89

Vendor Support

88

Ease of Data Integration

85

Quality of Features

85

Breadth of Features

84

Ease of Implementation

84

Business Value Created

83

Availability and Quality of Training

83

Ease of IT Administration

83

Product Strategy and Rate of Improvement

79

Usability and Intuitiveness

76

LeanData Reviews

Charlemagne M.

  • Role: Information Technology
  • Industry: Communications
  • Involvement: Business Leader or Manager
Validated Review
Verified Reviewer

Submitted Dec 2021

Easy to use and is always improving

Likeliness to Recommend

10 /10

What differentiates LeanData from other similar products?

Leandata's intuitive approach to routing and automation goes one step ahead across the industry and not just its competitors, It's modular design allows heavy customization and allows us to solve complex problems through effective Lead, Account, Opportunity and Contact routing.

What is your favorite aspect of this product?

That it tries it best to combine flexibility and being user friendly, It had been very easy to use for me but still allows a lot of customization through its modular designs specially through its flow builder, territory management and round robin pool management. I also like the analytics features that came through for 2021 it made us deliver more value and transparency across all businesses that leverages our routing and automation services.

What do you dislike most about this product?

I dislike that the LeanData services are very dependent on Salesforce resources. As a result common Salesforce resource pooling issues also impacts its services and features.

What recommendations would you give to someone considering this product?

Whatever use-case you may have, the LeanData team will always be able to find a solution for you, be it a custom built solution or something that needs to be included within their product. They are very open in terms of discussing needs and ideas with their clients and tends to deliver it in a very intuitive and easy to use functions that would be easy to integrate to your current setup, It is always improving and is always adding features that its competitors might not have thought of yet.

Pros

  • Helps Innovate
  • Continually Improving Product
  • Reliable
  • Performance Enhancing

Evan C.

  • Role: Sales Marketing
  • Industry: Technology
  • Involvement: End User of Application
Validated Review
Verified Reviewer

Submitted Dec 2021

Meetings expectations, improvements could be made

Likeliness to Recommend

8 /10

What differentiates LeanData from other similar products?

LeanData is a great tool for lead routing when a business is in a high growth stage and is gaining a lot of marketing leads. The tool sets itself apart by streamlining the manual process of lead qualification.

What is your favorite aspect of this product?

My favorite aspect of LeanData is that it integrates with Salesforce and Outreach. The ease of being able to automate the lead qualification process in addition to automatically sequencing prospects makes my day-to-day job much more manageable.

What do you dislike most about this product?

From the perspective of an end user it seems like LeanData requires quite a lot of custom tailoring for lead routing. That process, from my experience has not been particularly easy working with our RevOps and Marketing team. I'd say if there was an easier way for LeanData to work with those teams it would help propel the product further, and make the solution much more robust.

What recommendations would you give to someone considering this product?

If you are looking for a tool for lead routing that can automate and streamline your sales or business development departments then LeanData is definitely a strong candidate. It is not always intuitive but it appears that the organization is trying to address their challenges.

Pros

  • Helps Innovate
  • Continually Improving Product
  • Reliable
  • Performance Enhancing

David S.

  • Role: Operations
  • Industry: Technology
  • Involvement: IT Development, Integration, and Administration
Validated Review
Verified Reviewer

Submitted Dec 2021

Critical Salesforce Lead Routing Tool

Likeliness to Recommend

9 /10

What differentiates LeanData from other similar products?

LeanData is the most recommended and serves both for routing of various objects in salesforce but also for merging duplicates.

What is your favorite aspect of this product?

Matching leads to contacts / accounts, and auto converting leads to contacts. Really good flexibility when merging records.

What do you dislike most about this product?

1. the cost of add ons like opportunity routing and contact routing 2. the way multiple updates events can collide and cause errors

What recommendations would you give to someone considering this product?

If you want to work only with contacts in Salesforce, then go for it.

Pros

  • Trustworthy
  • Unique Features
  • Respectful
  • Client Friendly Policies

Cons

  • Charges for Enhancements

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