What do you like best?
Extremely flexible routing solution with easy-to-use FlowBuilder IF-THEN-LOGIC nodes. Can't scale a B2B organization without it. Can do complex L2A matching in real-time based upon any standard or custom field on the lead, contact or account objects.
Their ownership mappings and territory management ability make updating routing easy and painless.
SFDC Lead Assignment Rules and Marketing Automation hacks won't work as your organization hires and expands their territories.
Lastly, their support and solution consultants are friendly, knowledgeable and timely.
LeanData invests in their customers. It is blatantly clear and refreshingly rare.
I just attended their customer day, and you can see that from the top down.
I have used LeanData at three companies. Mesosphere is the first company where I've been the admin.
What do you dislike?
The LeanData Attribution Product is behind the industry leader, which is Bizible, but they are making significant strides. Still limited to the campaign object and can't segment out sales touches. Velocity and funnel tracking are works in progress.
Their attribution solution definitely adds value though because it does exist all inside of SFDC, which means if you have SFDC tied to your DWH you aren't limited to just their UI. They have different attribution models you can customize too.
Definitely an improvement over SFDC out-of-the-box or solutions such as BrightFunnel, which aren't embedded inside of SFDC.
What problems are you solving with the product? What benefits have you realized?
1. Routing MQLs to ADRs based upon geography
2. Routing MQLs to ADRs based upon targeted accounts
3. Routing MQLs to ADRs based upon territory mapping
4. Routing MQLs to ADRs based upon ownership mapping
5. Testing deduplication and merging functionality
6. Testing attribution solution