LeanData Reviews & Product Details

I use LeanData to match leads to accounts and contacts in Salesforce, which is critical for our team's success. Its seamless Salesforce integration is impressive. The platform's ability to handle fuzzy matching excellently saves us time, as we'd otherwise spend much longer determining matches manually. I also appreciate the instant notifications and extensive segmentation allowed by the flows, which enable us to make strategic decisions and act immediately rather than wasting time on small details. Overall, LeanData's features allow us to respond quickly and strategically to buying signals, significantly enhancing our efficiency. Review collected by and hosted on G2.com.

I'm used to working in platforms that allow concurrent flows, so sometimes it's a little tricky to make sure the flows cover all of our bases in just 1 flow. I think that knowledge of flow charts and how Salesforce operates is critical. If you're unfamiliar with that, or the data feeding into your Salesforce is inaccurate, then LeanData will hinder your results. Review collected by and hosted on G2.com.

LeanData is. a powerful tool that handles complex routing needs and so much more. It's very similar to creating flows in salesforce, but in a much more visual way via the flow diagrams. Some of their latest features have made it really easy to debug routing issues and easy to figure out how to fix problems. Really great tool. With the complexity, it can be a little daunting to learn, but they have regular interactive sessions that you can join and ask a group of peers and the experts on the webinar about your specific situation and how to best solve it. Great customer support as well. Review collected by and hosted on G2.com.

Processing large batches may require several days to finish. Review collected by and hosted on G2.com.

I really appreciate LeanData's auditing capabilities; they are excellent. It's easy to see what LeanData did with the leads that come in and how it affects the records it touches. The visual graph feature is just great compared to competitors. LeanData's audit trails are key for figuring out how data gets set, which makes troubleshooting existing processes and fixing issues really easy, ensuring they don't happen again. The initial setup was really easy, thanks to a great onboarding process, and it's simple to understand and start building with the graphs. Review collected by and hosted on G2.com.

The automation in LeanData isn't always instant, which sometimes causes a slight delay. This delay can occasionally conflict with other automations in the system, requiring revops to figure out which automation should take priority. Review collected by and hosted on G2.com.

I find LeanData rock solid. Once a workflow has been built, it operates exactly as intended and provides clear auditing for what actions were taken and why. This makes it easy to make adjustments as our team and motions expand. I also appreciate that the automations work consistently and trigger immediately. The auditing feature is critical because it allows us to quickly and easily determine what changes may need to occur, which is incredibly valuable in a constantly changing environment. Additionally, when we set up LeanData, we had a tremendous amount of support from their team, which was great. Review collected by and hosted on G2.com.

LeanData is a fairly heavy admin lift. You need someone operating it who has a deep understanding of how the tool works, as well as how any connected systems work. Review collected by and hosted on G2.com.

I love how easy and versatile LeanData is for managing otherwise complex territories and routing rules. With many publications and verticals each having individual routing rules, LeanData is the only tool capable of handling this complexity with ease. I also appreciate the fuzzy match algorithm that effectively flags leads alongside the correct account. LeanData's visual drag-and-drop canvas is very helpful, allowing logic to keep up with changes, manage exceptions, and test accurately, which removes bottlenecks and ensures accuracy and speed in lead routing. Review collected by and hosted on G2.com.

We have unique OOO rules for our reps, which don't align with native functionality and force us to purchase additional seats purely for OOO usage. We have hacks to get around this but it would be great to have more flexibility there. There was also a learning curve, which was about 8 years ago now. Review collected by and hosted on G2.com.

Their customer service is top of the line and they are always evolving the product with new features! Review collected by and hosted on G2.com.

While they are always releasing new features, the release time seems a bit long, likely only because we are so anxious on what they are rolling out Review collected by and hosted on G2.com.

I find LeanData very reliable, especially since it's natively integrated with Salesforce, which means I encounter a lot fewer issues overall. The product does what it promises, and it's easy to audit processes to see what's working or not. I also appreciate the ability to test through the flow with specific records before setting it live. LeanData's system is important for making sure tools work well together and business processes are followed, especially because it's responsible for routing some of our highest priority leads. Review collected by and hosted on G2.com.

I haven't seen as much on the AI product development as other technology we work with. I think that's the one area for potential work for LeanData is just getting AI capabilities in there because I do see a lot of ways in which it could make the product more impactful. Review collected by and hosted on G2.com.

I love that LeanData is Salesforce native, which makes it easier for debugging and less likely to have delays and syncing issues. The thorough audit logs are fantastic for keeping track of everything. I also find the UI simple and approachable, especially for building out flows and orchestration. It makes queue management more efficient, allowing AE managers to take more control without always relying on ops. We also appreciate the direct booking functionality, which helps facilitate quicker engagement with interested prospects. Review collected by and hosted on G2.com.

Some things that don't work well with LeanData right now are around BookIt. We have issues where a Prospect Submitting a sales form is presented a calendar link but doesn't book right away. If they don't book we have a 5 minute hold to ensure we get a fast SLA on their form submission and the lead gets routed to an Rep. The challenge is if they kept the calendar modal open, they can end up booking with an AE different from the one assigned during the routing process. We haven't received great support on how to resolve this issue, which creates an operational bottleneck due to our high volume inbound funnel process. Also, some of the functionality and guidance when using BookIt could be better. Additionally, the initial setup was moderately difficult given our existing business logic, and we had to collaborate with their advising team. We quickly got something live, but after a few months, we needed to change our initial approach, requiring a rebuild. Review collected by and hosted on G2.com.

Leandata completely automates our inbound routing and outbound account assignment, enforcing SLAs, increasing speed to lead, and disqualifying the noise. It also plays well with the rest of our tech stack from 6Sense to Qualified to Pardot to Slack. Review collected by and hosted on G2.com.

Difficult to scenario test new routing and troubleshoot routing errors. The functionality is there, it's just a little more cumbersome than I would like. Review collected by and hosted on G2.com.

I like that LeanData gives you the freedom to do most things, even though it's a bit complicated, which is needed for solving complex business problems. The visual mapping is easy to see, and I really enjoy having all my processes mapped out visually. The flexibility it offers is another great aspect. I love how if I have a problem, it's straightforward to check the log, see where someone got tripped up in the router, and even understand how to fix it. LeanData also makes it easier to clean data before it enters the router. I appreciate the various matching, routing, and updating features that LeanData has, making it easier to identify and address problems visually. The initial setup was technically very easy, and we had a fantastic implementation person, Julio, who was amazing to work with. Review collected by and hosted on G2.com.

It is a bit complicated. I feel like there are many areas of the product that I don't understand. I wish it was a bit more intuitive. I also wish that the book it tool was more integrated with the router, so you could route to somebody and then give them their schedule, as they're kind of two separate products right now. Review collected by and hosted on G2.com.