LeanData Reviews & Product Details

I find LeanData rock solid. Once a workflow has been built, it operates exactly as intended and provides clear auditing for what actions were taken and why. This makes it easy to make adjustments as our team and motions expand. I also appreciate that the automations work consistently and trigger immediately. The auditing feature is critical because it allows us to quickly and easily determine what changes may need to occur, which is incredibly valuable in a constantly changing environment. Additionally, when we set up LeanData, we had a tremendous amount of support from their team, which was great. Review collected by and hosted on G2.com.

LeanData is a fairly heavy admin lift. You need someone operating it who has a deep understanding of how the tool works, as well as how any connected systems work. Review collected by and hosted on G2.com.

I love how easy and versatile LeanData is for managing otherwise complex territories and routing rules. With many publications and verticals each having individual routing rules, LeanData is the only tool capable of handling this complexity with ease. I also appreciate the fuzzy match algorithm that effectively flags leads alongside the correct account. LeanData's visual drag-and-drop canvas is very helpful, allowing logic to keep up with changes, manage exceptions, and test accurately, which removes bottlenecks and ensures accuracy and speed in lead routing. Review collected by and hosted on G2.com.

We have unique OOO rules for our reps, which don't align with native functionality and force us to purchase additional seats purely for OOO usage. We have hacks to get around this but it would be great to have more flexibility there. There was also a learning curve, which was about 8 years ago now. Review collected by and hosted on G2.com.

Their customer service is top of the line and they are always evolving the product with new features! Review collected by and hosted on G2.com.

While they are always releasing new features, the release time seems a bit long, likely only because we are so anxious on what they are rolling out Review collected by and hosted on G2.com.

Implementation was smooth and thorough. We are able to pivot territories and account ad hoc as needed allowing for the sales motion to be truly driven by strategy and not operational concerns. Review collected by and hosted on G2.com.

It would be nice to be able to edit the matched contact and leads based on node information. Review collected by and hosted on G2.com.

I find LeanData very reliable, especially since it's natively integrated with Salesforce, which means I encounter a lot fewer issues overall. The product does what it promises, and it's easy to audit processes to see what's working or not. I also appreciate the ability to test through the flow with specific records before setting it live. LeanData's system is important for making sure tools work well together and business processes are followed, especially because it's responsible for routing some of our highest priority leads. Review collected by and hosted on G2.com.

I haven't seen as much on the AI product development as other technology we work with. I think that's the one area for potential work for LeanData is just getting AI capabilities in there because I do see a lot of ways in which it could make the product more impactful. Review collected by and hosted on G2.com.

Leandata completely automates our inbound routing and outbound account assignment, enforcing SLAs, increasing speed to lead, and disqualifying the noise. It also plays well with the rest of our tech stack from 6Sense to Qualified to Pardot to Slack. Review collected by and hosted on G2.com.

Difficult to scenario test new routing and troubleshoot routing errors. The functionality is there, it's just a little more cumbersome than I would like. Review collected by and hosted on G2.com.

I like that LeanData gives you the freedom to do most things, even though it's a bit complicated, which is needed for solving complex business problems. The visual mapping is easy to see, and I really enjoy having all my processes mapped out visually. The flexibility it offers is another great aspect. I love how if I have a problem, it's straightforward to check the log, see where someone got tripped up in the router, and even understand how to fix it. LeanData also makes it easier to clean data before it enters the router. I appreciate the various matching, routing, and updating features that LeanData has, making it easier to identify and address problems visually. The initial setup was technically very easy, and we had a fantastic implementation person, Julio, who was amazing to work with. Review collected by and hosted on G2.com.

It is a bit complicated. I feel like there are many areas of the product that I don't understand. I wish it was a bit more intuitive. I also wish that the book it tool was more integrated with the router, so you could route to somebody and then give them their schedule, as they're kind of two separate products right now. Review collected by and hosted on G2.com.

I find LeanData really valuable because it offers assignment automation and integrates with Bookit for instant scheduling. It has a built-in connection inside Salesforce, which means there's no need to leave your day-to-day workflow. It is easy to access, allowing me to adjust and natively assign users within our system to align perfectly with our sales model. LeanData also integrates with our Gong Engage, Salesforce instance, and website seamlessly. The initial setup was really easy, thanks to well-structured onboarding hours that allowed us to set up quickly. Review collected by and hosted on G2.com.

I think the overall tool is pretty easy to use. The only thing I would work on making more intuitive is adjusting the Bookit links. There are many options, and some of them work for the same thing, so making this a little bit less complex could lead to the same end result. Review collected by and hosted on G2.com.

I love the ease of work and the quick upward pressure the tool adds to the techstack Review collected by and hosted on G2.com.

The spiderweb charts can be very intimidating and turn people away from the tool. Review collected by and hosted on G2.com.

I genuinely appreciate the flexibility of LeanData, which allows me to customize it extensively to fit the unique needs of my company. The ability to use custom fields for our territory management is a standout feature, as we don't operate with typical territories. LeanData's capability to route leads based on these custom fields is incredibly valuable for our operations. This level of customization ensures that the system aligns perfectly with our processes, enhancing our efficiency in lead routing. I also find the seamless integration with tools like Salesforce and Slack beneficial, as it helps streamline our overall workflow. Over the years, LeanData has continued to solve all the requirements we have, making it a reliable and essential tool in our arsenal. Review collected by and hosted on G2.com.

Because of it's complexities, it's a bit of a learning curve when first onboarding. Review collected by and hosted on G2.com.