Intuitive automation, well-lined out training, and quick support when needed.

Can't think of too many downsides for this tool.

Advanced lead routing

They've got a great support team and a really helpful knowledge portal. The router is also easy to use and set up.

I don't have any negative feedback to give LeanData. Our time with them has been incredibly smooth

The main problem that LeanData is helping us solve for is lead/account routing. We can now route leads with far more specificity

I've used LeanData now at 4 different companies and am wrapping up my first full implementation. The interface is straight forward and continues to improve. Routing audit logs are pretty easy to follow for troubleshooting the logic. The LeanData implementation team is very responsive and knowledgeable. It's a great solution to manual lead/contact matching and routing.

LeanData does what it's supposed to do and is a powerful platform. As with most software, garbage in leads to garbage out. Test frequently along the way to ensure logic is correct and to ensure small errors don't lead to larger-scale unintended impacts. Not a flaw in the platform, more of a warning of its capabilities.

Test often in a sandbox until the logic is right.

Accurate and timely lead/contact routing (with notifications), duplicate checking, SLA enforcement, Opportunity Identification. Supporting rules of engagement and eliminating manual routing processes.

The simplicity around setting up custom routing rules for contacts and leads. The tool is also robust enough to meet the needs of our complex routing rules.

The ongoing support of our CSM is phenomenal - very responsive and always willing to help.

When someone is editing a flow and then exits, it will still show that the person is still in the flow editing - even after refreshing the page. Would also love to see an autosave feature added.

LeanData helps us route contacts to reps promptly - in some cases using complex routing rules and holds. It is also great to be able to troubleshoot using the audit logs and insights functionality.

The flow builder is a great tool to help you make sure you are accounting for all the various criteria your organization may have to determine who receives what lead from Marketing. With four different sales orgs in our organization, LeanData made it easy to build out those logic rules and make sure each rep is truly getting what they should.

Hardly any downsides, but I find myself having to play with the duplicate lead & contact logic. Occasionally, the results pull in the older data from the merger record causing some confusion with the rep.

Previously, our lead routing was managed by the salesforce IT team so when there were changes in the sales team it took extra time to update those rules. Additionally, our ISR team receives leads on a round robin basis. Marketo and sfdc don't really support a RR routing solution so LD was a perfect fit for that.

We've never been more confident routing our Leads - the flow interface is very similar to that of Salesforce Flow builder and the List Analyzer tool has been getting some great use so far! Implementation was fantastic as well

Some use cases are duplicative in that they can be solved in both Salesforce as well as LeanData but this is not exactly an issue in that it gives us more options to solve the business problems we're encountering

We're solving our inbound lead routing - we integrate with Marketo and LeanData has made it very easy for us to roud robin out our inbound leads while still enriching our Leads via ZoomInfo integration and the Slack integration helps us stay on top of our notifications

Routing capabilities are very robust and easy to manage and update. Being able to map info from an account down to a lead in SFDC before they are converted is also extremely helpful. The implementation team was great!

Getting set up can be quite the process and I wouldn't say it is something you can easily stand up on your own. Thankfully we had a great implementation team so this wasn't much of a problem.

Much better and more sophisticated routing than what we were able to do out of our SFDC or Marketo instances. Also able to map data from accounts down to leads without using formula fields which don't update correctly into Marketo.

The ability to custom build your workflow rules for lead conversion, account assignment, and routing was a critical feature for us when migrating our data system in SFDC from a lead-based model to an accounts and contacts-based one.

Additionally, there implementation team was very helpful in getting our instance up and running within a few weeks time.

The initial data transfer took careful handling and timing to ensure we didn't max out our API calls and overload the system during business hours but this is more of a "head up" and not a platform shortcoming.

LeanData solved two major challenges for us: 1) We decided to move from a lead-based model to an accounts and contacts model which required us to convert our historic leads to contacts and assign them to accounts and 2) Moving forward we needed to ensure all incoming leads would be automatically converted to a contact and either assigned to an existing account and alert the owner or a create a new account and assign an owner with an alert so that incoming traffic can be acted upon quickly.

From implementation to their continued support their team has always been extremely knowledgable and timely.

There hasn't been anything major so far.

LeanData is helping us easily route our inbound leads to the proper SDR.

I admit that I was skeptical, but the implementation team was awesome, and they made the installation, setup, and implementation a breeze. The tool integrates seamlessly with Salesforce, and has an intuitive interface that caters to lead flows with deep complexity. Though we've only had the application active for a few weeks, it has already saved countless hours of our team members' time they would have spent manually updating records. We realize that we haven't even tapped into the potential of this tool, and look forward to finding other ways to utilize its power.

Nothing yet. So far it works as advertised.

Prior to LeanData, we had employees manually matching the leads to existing accounts. This took time away from more important duties that they had. The lag time caused the leads to go stale before the business dev reps could get back to them. LeanData has closed the time gap between lead ingestion and contact and has ensured that we know what leads are already located at companies where our product is available.