LeanData Reviews & Product Details

What I like best about LeanData is its easy and intuitive UI. It is very understandable, simple to apply in daily work, and flexible enough to adjust or change based on business needs. Overall, it makes processes easier to manage and more efficient. Review collected by and hosted on G2.com.

One thing that could be improved in LeanData is the ability to copy existing logic more easily within the same node. That would save time, reduce repetitive manual work, and make updates more efficient. Review collected by and hosted on G2.com.

The UI is very user-friendly for setting up routing and troubleshooting. It’s also quick when it comes to actioning items, and the support team is amazing. Review collected by and hosted on G2.com.

I would like for there to be more direct integration options out of the box. Review collected by and hosted on G2.com.

The help from the account team. The hands on support during the conference to get my AI inference node deployed. Review collected by and hosted on G2.com.

Sometimes the support card can take a longer amount of time to resolution. Review collected by and hosted on G2.com.

Routing functionality, and the ability to set up complicated routing graphs for different sales teams and territories Review collected by and hosted on G2.com.

It can be time consuming to change any of the router graphs, and it can rely on subject matter experts so if they are out of office or leave it is a steep learning curve Review collected by and hosted on G2.com.

I use LeanData to match leads to accounts and contacts in Salesforce, which is critical for our team's success. Its seamless Salesforce integration is impressive. The platform's ability to handle fuzzy matching excellently saves us time, as we'd otherwise spend much longer determining matches manually. I also appreciate the instant notifications and extensive segmentation allowed by the flows, which enable us to make strategic decisions and act immediately rather than wasting time on small details. Overall, LeanData's features allow us to respond quickly and strategically to buying signals, significantly enhancing our efficiency. Review collected by and hosted on G2.com.

I'm used to working in platforms that allow concurrent flows, so sometimes it's a little tricky to make sure the flows cover all of our bases in just 1 flow. I think that knowledge of flow charts and how Salesforce operates is critical. If you're unfamiliar with that, or the data feeding into your Salesforce is inaccurate, then LeanData will hinder your results. Review collected by and hosted on G2.com.

LeanData is. a powerful tool that handles complex routing needs and so much more. It's very similar to creating flows in salesforce, but in a much more visual way via the flow diagrams. Some of their latest features have made it really easy to debug routing issues and easy to figure out how to fix problems. Really great tool. With the complexity, it can be a little daunting to learn, but they have regular interactive sessions that you can join and ask a group of peers and the experts on the webinar about your specific situation and how to best solve it. Great customer support as well. Review collected by and hosted on G2.com.

Processing large batches may require several days to finish. Review collected by and hosted on G2.com.

I really appreciate LeanData's auditing capabilities; they are excellent. It's easy to see what LeanData did with the leads that come in and how it affects the records it touches. The visual graph feature is just great compared to competitors. LeanData's audit trails are key for figuring out how data gets set, which makes troubleshooting existing processes and fixing issues really easy, ensuring they don't happen again. The initial setup was really easy, thanks to a great onboarding process, and it's simple to understand and start building with the graphs. Review collected by and hosted on G2.com.

The automation in LeanData isn't always instant, which sometimes causes a slight delay. This delay can occasionally conflict with other automations in the system, requiring revops to figure out which automation should take priority. Review collected by and hosted on G2.com.

The support is amazing and product is improving always Review collected by and hosted on G2.com.

BookIt is a bit difficult to navigate and test new functionalities. Not a large issue though Review collected by and hosted on G2.com.

Easy to get up and running. Easy to make updates for routing graphs. Review collected by and hosted on G2.com.

I don't think I'm fully utilizing all features. Review collected by and hosted on G2.com.

I like how LeanData helps in routing leads to the right accounts automatically, linking leads and contacts efficiently. As an admin, this capability allows me to manage lead to account matching effectively for our sales teams. Additionally, the setup process was pretty easy because I had done it before at a previous company, so I had the experience. Review collected by and hosted on G2.com.

I find the interface of LeanData could be a little bit cleaner. Review collected by and hosted on G2.com.