The tool is very intuitive and easy to use yet powerful. We do a lot with their Lead to Account matching, routing, and other small automation in the tool. Building flows in LeanData is much more lightweight and flexible than writing the same logic in a MAP or the CRM directly. The tool is designed with Ops users in mind. Audit log, deployment history, routing analytics, and sandbox are very useful. We have also received great support from our CSM team, and one of the few companies I would commend on their thorough and well-written documentation.

No major issues, just a few feature improvements here and there.

Routing of leads and contacts to multiple business units following a variety of logic customized to each team. Lead to account matching.

LeanData is extremely intuitive and helpful in routing leads, merging data and notifications. I love that they offer free certification and I can't say enough about how thorough their implementation process is.

LeanData can be a complicated product to use; however, they offer a TON of resources, including a free certification to better understand their product.

We have solved all lead routing issues, duplicate management, notifications and most importantly SLA's!

Its user friendly, intuitive and easily customizable. The support team is amazing and all the folks I have worked with did an excellent job getting my issues resolved. Our CSM and Implementation specialist are one the most amazing people. I strongly believe that having a support team that is ready to get their sleeves dirty as soon as they an incoming traffic is one of the most important thing and I am super happy with them.

Nothing i perfect and I haven't found anything worth mentioning so far!

Contact and Lead Routing

Their implementation team was incredible. The overall process from evaluation - decision - to purchase - implementation has been second to none.

Nothing comes to mind - overall an incredible experience.

Post implementation, it is worth going through the process to be LeanData certified.

Lead, Contact and Account routing within our Salesforce environment.

Leandata is a great tool that all SFDC admins should have. It helps gain visibility into leads and accounts and has an amazing routing tool that helps route leads to the proper AE. Their implementation team was especially helpful. I appreciate when companies take the time to get to know your business and your unique challenges. Their support was wonderful and we're very happy.

So far nothing. I think it might take me a bit to get used to building some of the flows for routing but a learning curve is to be expected.

Data cleanliness, lead routing and assignments, account based marketing reporting.

The process of implementing LeanData at our organization was a breeze with an abundance of support and guidance from the customer success team. We were able to get things running and had flows working in no time. They set us up with what we needed to get the job done for now, and the resources we need to develop as we grow.

Some features of the product are locked in with higher tier licensing, but that is not significant enough of a problem for me. If anything does come up, I'll update this review.

Routing of leads, contacts, and assignments to the appropriate owners and teams. We also leveraged this significantly with our data cleaning initiatives and will continue to realize benefits moving forward.

The toughest part of any new tooling is the setup. With Leandata, between the initial sales motion through to the onboarding and implementation, the experience is top-notch. We went with a managed onboarding package that came with a few hours from a consultant that was extremely helpful and I genuinely recommend (As an Ops Admin with a full SFDC Amin team) - there are some additional features to LeanData that a clear use case and understanding with their team facilitates better product usage and strategy. Their documentation and courses are also some of the best I've experienced, from technical to strategic.

The ability to manage the complex routing in this tool without needing constant Salesforce Admin work and backlog on flows and apex is amazing. Couple that with their Auditing abilities and the average operational entity can manage this tool in a breeze.

Honestly, nothing to really comment on here.

LeanData is solving a need to replace the standard Salesforce routing functionality, while also creating a reliable way to match leads to accounts and opening up the conversation for additional objects as well.

LeanData is a very versatile platform, and I appreciate the near-unlimited ways I'm able to customize our lead flow to fit the needs of the business. They're also quite receptive to feedback, and will give clients the opportunity to explain a new use case to the product team, which I've done several times. A few weeks/months later, I'll see that feature included in an upcoming release.

With the platform being nearly an empty sandbox, it can take quite a bit of time to complete an initial configuration and implementation. Once the lead flow is in an operational state though, maintenance is pretty straightforward.

We've got multiple software products in our offering and multiple sales teams in our company, which means we need a solution that can route the right leads to the right teams with high accuracy, and LeanData does a great job at doing that.

I love how easy it is to debug the issues and review the logs for the assigned records to find out how and why they got assigned to the particular rep. and take necessary steps

Nothing to dislike. This tool is intuitive, and LeanData support is also rapid in resolving the issues if you encounter any. You can also dig into how many records were assigned entering the particular node.

Routing Lead/Accounts/Contacts/Opportunities without any Apex code which ultimately helps Admins manage the routing piece and you can view all the routing logic on one screen.

Logical and easy to use interface. Great training and support access for new users.

not much, its a pretty good product. It doesn't try to do too much

Helping us to enable lead routing for a global solution even with varying regional initiatives