LeanData Reviews & Product Details

AC
Mid-Market(51-1000 emp.)
Validated Reviewer
Verified Current User
Review source: Invitation from G2 on behalf of the seller
What do you like best?

Having been assigned the management of our LeanData flow earlier this year, the Support team was instrumental in guiding me on managing our lead process flow and encouraged me to get LeanData Administrator certified, which I did! Now I have a much better understanding how to work with the tool to best utilize it for our company's needs. Support also gets back to me very quickly, even though we are in different time zones! Review collected by and hosted on G2.com.

What do you dislike?

I can't pinpoint anything that I dislike about the product. I think you just have to dig in and get your hands dirty to get comfortable working with it and building flows. Review collected by and hosted on G2.com.

What problems are you solving with the product? What benefits have you realized?

Auto lead-routing! So great to be able to include various criteria into the flow to accommodate all possible options. Review collected by and hosted on G2.com.

Show More
Show Less

LeanData Overview

What is LeanData?

LeanData is the leading provider of go-to-market operations solutions powering the modern revenue engine. Standing at the center of Salesforce CRM, LeanData’s family of solutions orchestrate and automate the go-to-market process enabling B2B companies to increase speed-to-revenue and improve the buyer experience. With LeanData’s Lead-to-Account Matching, Routing, Engagement, and Attribution solutions, sales reps only receive the leads, contacts, accounts, and opportunities they need to work on, so they can close more deals and drive more revenue, faster. LeanData improves the data in your CRM by providing: ● Matching - Match leads to accounts for a 360-view of your target accounts ● Routing - Assign leads and contacts to the right owner every time ● Insights - View and optimize the performance of matching and routing processes ● Attribution - Uncover campaign insights and prove marketing's influence on pipeline and revenue ● Engagement - Identify who is engaged in every account, by both Marketing and Sales, throughout the entire account lifecycle

LeanData Details
Website
Product Description

LeanData helps companies make the most of their demand through lead to account matching and intelligent lead routing.

How do you position yourself against your competitors?

LeanData's best-in-class matching and routing enhances your Salesforce instance to work smarter. Flow Builder allows you to see exactly where your leads are going and how many are being processed without complicated Salesforce Assignment rules and custom coding. Matching allows you to quickly match leads to account with fuzzy matching algorithms. Attribution provides insights into how many marketing touches occurred before and after opportunity creation.


Seller Details
Seller
LeanData, Inc.
Company Website
Year Founded
2012
HQ Location
Santa Clara, CA
Twitter
@LeanData
3,822 Twitter followers
LinkedIn® Page
www.linkedin.com
184 employees on LinkedIn®

Overview Provided by:
Show More

LeanData Videos

LeanData Screenshots

Answer a few questions to help the LeanData community
Have you used LeanData before?
Yes

LeanData Reviews

Write a Review
Filter reviews

LinkedIn®
Connections
Popular Mentions
Showing 425 LeanData reviews
Popular Mentions
Showing 425 reviews
Filter Reviews
Filter Reviews
Sort by
Ratings
Company Size
User Role
For Category
All Industries
Review Type
Region
Already have LeanData?
Write a Review
Marketing Operations Business Manager
Enterprise(> 1000 emp.)
Validated Reviewer
Verified Current User
Review source: Invitation from G2 on behalf of the seller
Operations Manager
Mid-Market(51-1000 emp.)
Validated Reviewer
Verified Current User
Review source: Invitation from G2 on behalf of the seller
What do you like best?

Matching - lead to account / lead to contact / contact to contact. I also like the auto-contact merging- this has been crucial in converting leads into contacts and accounts, so that our Sales team does not have to review list views of Leads AND contacts. Review collected by and hosted on G2.com.

What do you dislike?

Additional features - like integrations, contact, opp routing are not included in base price (which is already pretty expensive for a Salesforce add-on) . Because of this, I've developed my own contact routing instead of upgrading, using process builder. The other issue is that the tool uses a lot of Apex CPU time - if you run logs, it's constantly running, and has pushed us over our Apex CPU time limit when independent processes were running in conjunction.

Additionally, the matching criteria are not customizable. They require special communication with the customer success team to match across a different email field, for example. And the account-account matching is not customizable at all. Review collected by and hosted on G2.com.

Recommendations to others considering the product:

It comes with a hefty price tag, but it provides features that are absolutely essential to maintaining data integrity in our org (while allowing integrations between tools - you could always manually populate your database but that's worse). Additionally, while we're not utilizing contact or opp routing at the moment, knowing we can is reassuring if ever our manual / salesforce built workarounds become untenable. Finally, integrations with our favorite tools (ZoomInfo for example) are possible (with an added price) - while we haven't elected to leverage these features yet, we might in the future. Review collected by and hosted on G2.com.

What problems are you solving with the product? What benefits have you realized?

Matching is the only problem that we *need* LeanData for. Fuzzy matching on accounts, contacts, leads, contacts to accounts by domain etc. are the most essential features. However, we also use LeanData for lead routing to SDRs, for identifying special routing cases (when the lead must go to the director of sales), we use the 'check' if there is an active opp associated with the contact, and we also use the auto-convert feature to convert our leads into contacts so the Sales teams can see everything in one place. Review collected by and hosted on G2.com.

Show More
Show Less
Open Discussions in LeanData
Demand Generation Specialist
Mid-Market(51-1000 emp.)
Validated Reviewer
Verified Current User
Review source: Invitation from G2 on behalf of the seller
What do you like best?

The user friendliness of the UI is probably my favourite aspect. You can distill a complex web of lead routing paths into one view. Zoom in to see the nuances and zoom out to see the big picture. The consistency across mapping various objects (leads, contacts, accounts, etc.) makes the tool easy to use. Review collected by and hosted on G2.com.

What do you dislike?

I believe today, you can only have one active flow for each object. However, I believe the LD team is actively working on a new feature to accomodate multiple flows. Review collected by and hosted on G2.com.

What problems are you solving with the product? What benefits have you realized?

Ultimately, the main problem LeanData solves for us is dealing with the complexity of lead routing and avoiding the chaos it can easily cause. We've been able to build a "set it and forget it" flow that we know will work, and we know will route leads accurately just about every time.

If a rep reports an issue, it's simple to go into LD and diagnose the exact path that particular lead took. Making it simple to address the issue and the point in the journey where the error occurred. Review collected by and hosted on G2.com.

Show More
Show Less
Marketing Operations Manager
Mid-Market(51-1000 emp.)
Validated Reviewer
Verified Current User
Review source: Invitation from G2 on behalf of the seller
What do you like best?

With LeanData you can easily build and implement complex logic that would take hours in Salesforce. Review collected by and hosted on G2.com.

What do you dislike?

The Salesforce interface can be frustratingly laggy at times. Review collected by and hosted on G2.com.

Recommendations to others considering the product:

LeanData is a very powerful tool that can do much more than match and route leads, contacts, and accounts. It's an undersold tool for ABM as well. If you have any level of complexity around lead conversion and routing, then I would look into LeanData. If you struggle with assigning contacts and accounts and feel like you spend too much time hands-on, I'd look at LeanData. On the contrary, if your lead conversion and assignment process is simple, LeanData is likely more complex than you need, and might not be worth the expense. Try to figure out how many man-hours you're spending in the conversion process each week/month/year, and that could help you decide if it's worth it. Review collected by and hosted on G2.com.

What problems are you solving with the product? What benefits have you realized?

We are using LeanData to solve several problems, including auto-conversion of Leads, de-duplication of Contacts and Accounts, routing of Accounts and Contacts to BDRs based on marketing activity, sending appropriate Contacts to Salesloft, and marketing campaign attribution based on Account-level activity.

The chief benefit is the vast increase in speed in assigning prospects to the right BDRs and AEs. Using LeanData we're able to automate so much of the process that it allows BDRs to focus on the right prospects at the right time. For marketing, the chief benefit is unifying our attribution under one ABM-focused influence model and having the data to prove that it's the right way to measure marketing success. Review collected by and hosted on G2.com.

Show More
Show Less
Salesforce Business Analyst
Enterprise(> 1000 emp.)
Validated Reviewer
Verified Current User
Review source: Invitation from G2 on behalf of the seller
What do you like best?

Creating flows to route leads based on multiple criteria is simple and provides surgical precision in routing leads to the right place. Having the ability to default to queues and send notifications if assignments fail due to changing user criteria helps ensure no lead is missed. The ability to update the record at the end of the flow helps make sure that leads make it to the right stage of the funnel once actioned. Review collected by and hosted on G2.com.

What do you dislike?

A few times I thought I had saved the flow but I had only saved changes to a component and ended up losing a little work. Review collected by and hosted on G2.com.

What problems are you solving with the product? What benefits have you realized?

More granular lead routing, assurance that leads are actioned and ensuring lead records are in the proper disposition by auto updating the record at the end of the flow. Review collected by and hosted on G2.com.

Show More
Show Less
Head of Marketing Operations
Mid-Market(51-1000 emp.)
Validated Reviewer
Verified Current User
Review source: Invitation from G2 on behalf of the seller
What do you like best?

We've been using Leandata for about 2y, the onboarding process was great and got a lot of support to learn how to set up everything. It's a tool that just runs as expected, great tools for troubleshooting, and does very complex routing in a very easy way. For someone who manages several platforms in the company, is such a relief to have one that just works in the background with very little maintenance needed. The support team is great and responsive. Overall extremely happy and I believe we'll be Leandata's customers for many years to come. Review collected by and hosted on G2.com.

What do you dislike?

Not a dislike, but would like to see the Salesloft nodes allowing multiple choices - in 1 node having conditions like - if lead owner X put in cadence X, if lead owner Y put in cadence Y. Not a deal breaker since I can set up automation from salesloft, but its probably the only thing I'd like to see improved! Review collected by and hosted on G2.com.

What problems are you solving with the product? What benefits have you realized?

For us Leandata was picked mainly for its lead to account matching capabilities - this allow us to do ABM in a much easier fashion. Also the dedupe functionality solved a lot of database issues for us. We also needed a routing tool that can be changed easily as there's always turnover in sales teams, writing custom code in Salesforce and having to modify whenever there's staff/territory changes would have been a nightmare. Review collected by and hosted on G2.com.

Show More
Show Less
AC
Mid-Market(51-1000 emp.)
Validated Reviewer
Verified Current User
Review source: Invitation from G2 on behalf of the seller
What do you like best?

I love how robust and flexibility we have in the ability to set the prorities of our matching rules. Also, the matching algorithym is really advanced. Also, the audit log to trace a record to what and where an action was taken is so great to troubleshoot. Review collected by and hosted on G2.com.

What do you dislike?

It is a little complex in setting up. In our org, we don't have a test environment so it is a little unnerving when we make a change without being able to test it. It could be what we purchased but having a testing sandbox would be great. Review collected by and hosted on G2.com.

Recommendations to others considering the product:

I would fully recommend LeanData again. The LMS is amazing to helping admins get ramped up and their support is super fast and helpful when we do need help. There isn't another tool on the market that I would use. Review collected by and hosted on G2.com.

What problems are you solving with the product? What benefits have you realized?

We have certain thresholds of leads that come in that need to be treated very specifically based on certain conditions. We also have alot of accounts already existing as Accounts and Contacts so having LeanData has really helped us streamline and manage the flow and assignment of ensuring hot leads get to the right hands ASAP. Review collected by and hosted on G2.com.

Show More
Show Less
Director Sales Operations
Enterprise(> 1000 emp.)
Validated Reviewer
Verified Current User
Review source: Invitation from G2 on behalf of the seller
What do you like best?

Always routing leads to the right person and also understanding which leads are part of accounts is almost impossible in Salesforce. LeanData has come up with a system that can be as simple or as complex as you wish.

Easy to build and implement, the system offers great flexibility and visibility into which leads are part of which account and allows you to get very precise with routing leads. Review collected by and hosted on G2.com.

What do you dislike?

Nothing yet however be aware of the charging process of "end points" i.e. people who receive leads and ensure that you pay for the right amount of these. It can become very expensive if you have it for all your sales teams, we just went for our business development team to keep the costs down. Review collected by and hosted on G2.com.

What problems are you solving with the product? What benefits have you realized?

Routing leads to the right people

Showing which leads are part of accounts

Auto converting leads

Allowing a true ABM process to be run effectively in Salesforce Review collected by and hosted on G2.com.

Show More
Show Less
Director, Marketing
Small-Business(50 or fewer emp.)
Validated Reviewer
Verified Current User
Review source: Invitation from G2 on behalf of the seller
What do you like best?

It really helps us with our attribution reporting, which is very important. It also allows us to track types of touches that contribute the most, watch patterns during sales cycles and gives us data/insight needed to make changes or improvements on how marketing works with sales. Review collected by and hosted on G2.com.

What do you dislike?

We likely don't use it as much as we could, so better understanding and training of the tool would help that Review collected by and hosted on G2.com.

What problems are you solving with the product? What benefits have you realized?

Insights into buying journey for both marketing and sales, plus the ability to have proper scoring that allows leads to qualify and update in our CRM platform. Without those two core things, marketing really can't track proper lead flow, marketing input and behaviors. Review collected by and hosted on G2.com.

Show More
Show Less
Mid-Market(51-1000 emp.)
Validated Reviewer
Verified Current User
Review source: G2 Gives Campaign
What do you like best?

Leandata has been an incredibly powerful tool to keep in our tech stack that allows us to do more with our data than we could have ever imagined. Being in the "B2B" space but often working with independent operators, we're in the gray B2B2C area. This means lots of personal emails and cell phone numbers that may or may not double as their work email and phone. Email deduping alone just would not cut it for us, and it doesn't make sense to have a human dedicated to keeping our database clean because it's just too tall of an ask. Leandata's matching algorithm solves so much of this headache for us and even goes one step further to allow us to flexibly route our inbound leads to whoever needs to work them. At a fast-paced growth company, this can change day-to-day as we scale teams and refine processes. Once you really understand Leandata's power, all of that becomes a cake walk. Review collected by and hosted on G2.com.

What do you dislike?

While it's one of our most powerful tools, it's also certainly a B2B tool. Being in that B2B2C margin means there's often some pieces we need to build and test custom. That means we also need to maintain those flows and pass that knowledge on to each subsequent operations person - and we've all worked with a person who wasn't the best at documentation. It also does require fairly good knowledge of your database and Salesforce setup, which isn't a dealbreaker, and in fact I appreciate it, but also may serve as a barrier to a marketing person who is diving into this for the first time. Review collected by and hosted on G2.com.

What problems are you solving with the product? What benefits have you realized?

With the nature of our TAM, we just simply couldn't handle the levels of matching and routing we do with LeanData - Salesforce matching alone on email and/or phone just wouldn't be enough. We often depend on account names and addresses, which we accomplish with both native and customizable parts of LeanData. It also has allowed us to start opening the door on how to think about our operations between leads and accounts rather than solely how we usher leads towards being contacts and then fully harnessing all that account-level data. Review collected by and hosted on G2.com.

Show More
Show Less
Marketing Automation Manager
Enterprise(> 1000 emp.)
Validated Reviewer
Verified Current User
Review source: Invitation from G2 on behalf of the seller
What do you like best?

The core functionality - lead routing and account matching - is fantastic. It is super easy to use but still lets me support the needs of the business, regardless of the complexity. Their additional products - tagging, list analyzer, audit log - are also great and are products I never knew I needed. Best of all, LeanData is a very customer-centric organization - they listen to our needs and build the product accordingly. Review collected by and hosted on G2.com.

What do you dislike?

Truthfully, there is not a lot I dislike about LeanData. There is a bit of a learning curve with some of the nodes but that is easy to get over after some time in the tool. Review collected by and hosted on G2.com.

Recommendations to others considering the product:

If you have more than 3 sales people in your organization, you should absolutely be using LeanData. Not only is it a quality product for lead routing but they have many other features that make any Operations role much easier. Review collected by and hosted on G2.com.

What problems are you solving with the product? What benefits have you realized?

The number one thing we are solving with LeanData is efficient, complex lead routing that supports the need of the GTM teams at Zuora. Our GTM team is constantly evolving and so it's great to have a product that has a high level of flexibility and complexity without requiring a technical skillset. We have been able to get leads in the hands of our sales teams all over the world quickly and efficiently and with better data. Review collected by and hosted on G2.com.

Show More
Show Less
Mid-Market(51-1000 emp.)
Validated Reviewer
Verified Current User
Review source: Invitation from G2 on behalf of the seller
What do you like best?

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. Review collected by and hosted on G2.com.

What do you dislike?

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. Review collected by and hosted on G2.com.

What problems are you solving with the product? What benefits have you realized?

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. Review collected by and hosted on G2.com.

Show More
Show Less
Revenue Operations Manager
Mid-Market(51-1000 emp.)
Validated Reviewer
Verified Current User
Review source: Invitation from G2 on behalf of the seller
What do you like best?

LeanData gave us the level of **visibility, reliability, and configurability** that we sorely needed to run a funnel of 30k inbound leads a month.

On visibility -- In our previous system, it was very hard to audit "why didn't someone get routed to the right rep (or at all)?" At a high level, it's also very helpful that we can see the key stats for each flow, like how many leads/contacts went through each branch, who succeeded/failed, and then be able to audit each of them on a granular level.

On reliability -- Since we were doing all of our routing in our MAM and not in our CRM, we couldn't rely on the most up-to-date SFDC data on account ownership. (Accounts <> Companies don't sync very nicely between Hubspot / SFDC).

On configurability -- We have a fairly complex system of account ownership, so LeanData's flexibility in defining specific rules / criteria / exceptions is critical in addressing all of that nuance. Review collected by and hosted on G2.com.

What do you dislike?

There are a few minor elements that have caused some friction, like the fact that you can only have time-delays at a minimum of 5 minutes (which slows down speed-to-lead), and also that auto-enrolling leads in a sequence takes a little longer than expected. In general, we haven't run into huge blocks that have prevented us from achieving what we need to. Review collected by and hosted on G2.com.

What problems are you solving with the product? What benefits have you realized?

Previously, we were either managing our different object-routing in different places or not routing specific objects at all. In general, LeanData has helped us centralize that in one place, which greatly helps from a visibility & maintenance standpoint. As mentioned above, we also have an enormous lead funnel and need to assign to specific people based on a complex set of rules. LeanData can process a large volume of records and allows us to build it in a way that meets our very specific business requirements. Review collected by and hosted on G2.com.

Show More
Show Less
Director Revenue Operations
Small-Business(50 or fewer emp.)
Validated Reviewer
Review source: Invitation from G2 on behalf of the seller
What do you like best?

Hands down the ease of building routing! Review collected by and hosted on G2.com.

What do you dislike?

wish we could match contacts to accounts Review collected by and hosted on G2.com.

Recommendations to others considering the product:

Highly recommend taking the leandata routing certification. Even though I'd previously used leandata before becoming certified, I found it helpful and learned a lot. Review collected by and hosted on G2.com.

What problems are you solving with the product? What benefits have you realized?

Inbound lead routing that is scalable as our sales org grows. Having an audit log that very clearly gives you the path records flow through has been INVALUABLE in troubleshooting for my team and saves me time. Easily making updates to routing as we change and grow in our org has been key in comparison to the other tool we were using. The UI is clean and intuitive to use. This is the second company I've used LeanData, and it makes my operational life much easier, and the new features (hello campaign member status routing???) are going to be key. Review collected by and hosted on G2.com.

Show More
Show Less
Marketing Operations Manager
Mid-Market(51-1000 emp.)
Validated Reviewer
Verified Current User
Review source: Invitation from G2 on behalf of the seller
What do you like best?

I think the 'Territory Management' feature is much easier to use than the native Salesforce lead assignment rules. It has a much nicer user interface and its easy to make quick updates when you have new sales reps come and go. Review collected by and hosted on G2.com.

What do you dislike?

The flow builder can be a bit confusing at times when you need to do heavier architectural changes to your lead routing. Fortunately LeanData is great about helping with any changes when I've needed them. And the other good part is that those changes are needed much less frequently. Review collected by and hosted on G2.com.

What problems are you solving with the product? What benefits have you realized?

We are using LeanData to route leads more effectively to both sales and sales development reps. It's also helping to support our unique lead management process. The other nice thing is that it allows other people besides Salesforce Admins make updates to lead routing. For us, it allows us to quickly update lead routing and ensure that our leads are getting followed up on in a timely fashion by the right person on the team. Review collected by and hosted on G2.com.

Show More
Show Less
Marketing Operations Specialist
Enterprise(> 1000 emp.)
Validated Reviewer
Verified Current User
Review source: G2 Gives Campaign
What do you like best?

I love the lead to account matching functionality, the ability to send leads that come in from the same company to the same BDR, and the ability to display information from matched account on lead record. Furthermore, the tool's flexibility allows us to route any way we want! Review collected by and hosted on G2.com.

What do you dislike?

I'd love the update node to be a bit more flexible and relative dates for fields. Review collected by and hosted on G2.com.

Recommendations to others considering the product:

I would highly recommend LeanData for account based matching and routing. We love the ease of the tool and the flexibility to incorporate different round robins based on campaign needs and account types. Review collected by and hosted on G2.com.

What problems are you solving with the product? What benefits have you realized?

Since getting LeanData, we have had the ability to route leads based on information on the campaign object which I find super helpful. Any questions or issues I have had have been quickly solved by our CSM. They're customer support is amazing! Review collected by and hosted on G2.com.

Show More
Show Less
Manager, Commercial Sales
Enterprise(> 1000 emp.)
Validated Reviewer
Verified Current User
Review source: Invitation from G2 on behalf of the seller
What do you like best?

Ability to check for duplicates with the widget within SalesForce! Review collected by and hosted on G2.com.

What do you dislike?

The vacation function was locked in a different timezone, but that could be due to a user restriction? Review collected by and hosted on G2.com.

Recommendations to others considering the product:

Probably one of the simplest tools to automate lead distribution. Neat feature for setting vacations, so the reps get skipped. Review collected by and hosted on G2.com.

What problems are you solving with the product? What benefits have you realized?

Ensuring that our inbound sales team has an accurate and fair way of getting lead pools distributed. It is great to place the different pools in buckets, and each bucket is a separate queue, which further helps with an equal split Review collected by and hosted on G2.com.

Show More
Show Less
UC
Enterprise(> 1000 emp.)
Validated Reviewer
Verified Current User
Review source: Invitation from G2 on behalf of the seller
What do you like best?

It always feels like LeanData has read my mind when I work in the tool. The functions I want are not just present but customizable and easy to use. Plus, the documentation is thorough and easy to understand. Review collected by and hosted on G2.com.

What do you dislike?

I would love to be able to create arrows from the high level graph instead of having to go into each node. I had to go into 8 different nodes individually just to change their Next Node destination to a new part of my graph! Review collected by and hosted on G2.com.

What problems are you solving with the product? What benefits have you realized?

Lead and Contact routing are my main focuses right now. But using the territory manager, capping function, and round robins, I've been able to set the sales team's queues up to present the best leads upfront and cycle old ones out. Review collected by and hosted on G2.com.

Show More
Show Less
Enterprise(> 1000 emp.)
Validated Reviewer
Verified Current User
Review source: Organic
What do you like best?

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. Review collected by and hosted on G2.com.

What do you dislike?

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. Review collected by and hosted on G2.com.

What problems are you solving with the product? What benefits have you realized?

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. Review collected by and hosted on G2.com.

Show More
Show Less
Marketing Operations Manager
Mid-Market(51-1000 emp.)
Validated Reviewer
Verified Current User
Review source: Invitation from G2 on behalf of the seller
What do you like best?

LeanData allows you to build anything you would like in a router. The drag and drop system makes creating a routing path very simple. It also allows for ease in understanding how things routed for Sales Managers. Review collected by and hosted on G2.com.

What do you dislike?

Understanding why certain leads matched to certain accounts can be tricky. We rely heavily on the matching, so when it's weird it can be detrimental. Review collected by and hosted on G2.com.

What problems are you solving with the product? What benefits have you realized?

We have leads, contacts and opportunities routing through LeanData. Review collected by and hosted on G2.com.

Show More
Show Less
Enterprise(> 1000 emp.)
Validated Reviewer
Verified Current User
Review source: Invitation from G2 on behalf of the seller
What do you like best?

The best part about Leandata is the ability to customize your routing rules based on your business needs, whether they are complex or very simple. Review collected by and hosted on G2.com.

What do you dislike?

Their reporting capabilities for routing can be better. For example, more insight on round robin distribution and why they might be uneven at times would be super helpful. Review collected by and hosted on G2.com.

Recommendations to others considering the product:

Great tool to use for automating the routing for your Sales teams, while giving flexibility to Sales managers to manage their team's schedules. Good for global/large sales organizations to manage working hours. Review collected by and hosted on G2.com.

What problems are you solving with the product? What benefits have you realized?

Full control over routing rules.

Creating scalable processes for large Global Sales team.

Ability to automate the Sales process from beginning to end.

Quicker Sales cycles. Review collected by and hosted on G2.com.

Show More
Show Less
Mid-Market(51-1000 emp.)
Validated Reviewer
Verified Current User
Review source: Invitation from G2 on behalf of the seller
What do you like best?

LeanData's visual and intuitive interface allows us to create quite sophisticated lead routing logic. Maintaining and modifying the flows became a matter of minutes and supporting all sorts of business requirements like multiple rep pools or data cleaning, matching and augmentation are build right into the visual workflow maps now. Review collected by and hosted on G2.com.

What do you dislike?

Licensing wasn't always that transparent throughout our multi-year customer journey as their pricing model changed and not getting grandfathered into newer models sometimes gave us tougher internal negotiations with finance on why the overall cost needed to increase. I get the additional features are worth it, so it was more of a problem for us in the early days when we only leveraged a very small portion of what the platform can do (just used them to convert leads to contact/accounts). With full adoption today the ROI makes sense to us. Review collected by and hosted on G2.com.

What problems are you solving with the product? What benefits have you realized?

The main problem is to provide agility in constantly evolving sales organizations when it comes to lead routing. The more sophisticated the sales organization becomes the more complex the routing logic gets - and with that the necessary documentation. By having a central, visual map of the routing logic in LeanData this actually became much easier allowing us to much quicker adjust to new iterations of sales org design, territory maps or even business strategies. Review collected by and hosted on G2.com.

Show More
Show Less