I'm impressed with the versatility that Leandata offers, especially in the Lead and Account routers. The level of customization available has significantly enhanced our lead and account routing processes, ensuring our sales reps receive leads promptly. Leandata has streamlined this experience for us.

One standout feature for me is the Audit Logs, which allow a comprehensive understanding of the journey each Lead or Account undergoes before routing. This insight is invaluable for refining our flow logic, as it enables us to easily identify and address any issues.

I must commend Leandata's implementation team, particularly Erin, for their swift and reliable assistance. Their support played a crucial role in getting us up to speed quickly with the platform.

The user interface of the platform, in my experience, may not be the most intuitive. Navigating through it initially requires some time and effort to grasp its full potential. Despite the initial learning curve, the platform's capabilities make it a valuable tool, and as users become more proficient, they can harness its full potential to streamline their workflows.

Lead-to-Account Matching is a game-changer for us with Leandata. This feature has significantly elevated our data accuracy by seamlessly connecting leads to their respective accounts. The automation provided by Leandata in this process has not only increased efficiency but has also alleviated a substantial amount of manual administrative work.

LeanData is easily one of my favorite tools in our tech stack. The product is easy to understand, the implementation process was incredibly smooth, and we have had the best experiences with the support team since launching. We use LeanData every day in our automation efforts, and also use the routing scheduler feature monthly for one-time, mass account distribution. The product was easy to integrate with our existing tech stack, and we have been excited to add on some of the additional features as we've gotten more comfortable with the tool.

The only downside to LeanData that we have experienced so far is that the BookIt feature is not cleanly integrated with Microsoft Teams; however, we have already been informed that this is in the works. Our integration teams were able to get us successfully connected with ease.

Lean data takes care of all our our lead, contact, and account routing automation. We also use LeanData's BookIt feature to all prospects to schedule meetings directly with our Sales team.

Features, simplicity and the opportunity to massively control data routing within your CRM. However, no product is complete without an exceptional customer service experience. From the very first onboarding experience to random questions and troubleshooting needs, LeanData team is exceptional. Even when a feature isn't there (just yet), I am in awe of how the team is always willing to look for workarounds.

There are some limitation with account deduping and I wish they had that feature

Data Routing and about ability to understand what happens with edge cases. We get to control where and when data gets rerouted.

LeanData has a game-changer for our organization. It's automated lead routing and intelligent matching capabilities streamline operations, saving time and effort. They also have an exceptional customer support team. Recently attended their certification training which showed me how powerful the tool was. Look forward to implementing the new features I learned during the training in my org. Highly recommended!

While it has some de-duping features, you cannot de-dup your entire database with Leandata. You would need to go with a different software (like Cloudingo). I was hoping for that to help with tech stack consideration. Love it other than that and maybe they will add that in the feature.

We use it to bring in Hubspot leads to be routed correctly, moved directly into accounts, and created opportunities. We also use the notification functionality to help review leads that could be junk and have a manager check those immediately.

The support. Hemal Sheth has been extremely helpful with optimizing our instance, as well as giving me the resources to become an expert.

I'm actually not sure if this exists, but I would appreciate a LeanData sandbox that would let me experiment with changes before implementing them.

LeanData routes and re-routes leads for us automatically, increasing our response times.

My point of contacts there (AE, CS, support) have all been great. They are very responsive, knowledgeable, and approachable.

You can do quite the number of things with lots of customization

I point all my errors to one node. The graph can get crazy fast with so many nodes pointing to one end point.

I have a few entry triggers and would like to be able to cancel new entries if a lead is already in a "hold until" node.

Lead assignment. We have various entry points to assign leads and this gives us the flexibility to customize that.

Automatic scheduling for high intent forms. Increases our conversions of form fill to meeting.

Anyone who has tried to set up and maintain SF Assignment Rules knows how incredibly awful that experience is. This tool, in my opinion, is the best in the biz and is surprisingly simple considering how complex it actually is.

The support and documentation quality is also above average so you can feel good about that as well.

There are some small features I'd like to see added, but it's nothing that would keep me from recommending the tool.

Replacing Assignment Rules is a godsend. The drag-and-drop UI and simple config makes this tremendously easier to build and maintain. Plus, every transaction is recorded so you can audit everything.

Easy to use. 99.9% uptime.

Customer support is responsive

Customer success builds a relationship with you

FAQ documents are up-to-date and well written

New features continue to roll out in a timely fashion

The only downside is LeanData is an excellent product; hence the cost associated with LeanData will be greater than less robust solutions.

Lead/Contact Routing and notification

Account notifications

Cases

The ease of using the product. The accuracy of the data the system produces and relates. The ability to customize just about everything. The clarity of every process and the interworkings of the system. Most of all, the implementation team is top notch, probably the most consistent, reliable, and thorough coordination I've ever experienced in my career.

I dislike nothing about LeanData. This product is truly a gem, its value continues to grow each day its been enabled and it has truly made our Lean Sales and Marketing Ops teams to execute beyond our expectations.

We were solving problems with lead routing and the complexity of the code between developers and operators, changes were happening more frequently than could be executed, and scaling just compounded challenges of delivering quality leads to the right reps. We also had a difficult time bringing together all the data necessary to produce accurate and flexible Attribution models that allow Marketers to understand what really works, and the impact of our efforts. One of the biggest benefits has been enabling the Buyer's Journey on every Opportunity throughout Salesforce - that alone was something that brought Sales and Marketing a bit closer together in our quest to grow the business and deliver value and insights to our customers.

The easy workflow builder can do powerful things and even trigger events outside of salesforce.

It is easy to configure, very stable, and the leandata team gives great support!

I wish there was an easier way to consume the logs. Also, a step to trigger a post request would have been nice and will allow to trigger webhooks from within the flow.

It allows building a complex rules for assigning ownership.

It is much easier to handle than salesforce Flows.

It increases readability on workflows and assignment rules