Chili Piper vs. LeanData

It is very well suited for anyone looking for a scheduling tool that integrates directly with Salesforce and/or Marketo, or other marketing automation platforms. Especially if you need to route to teams based on different regions or other criteria.There are other simpler scheduling tools out there, but this makes routing and tracking on the back end much easier with the best integration with other tools.

LeanData is incredibly configurable. The drag and drop nodes are easy to use and while it takes a little practice, once you know how to configure the nodes, the amount of flexibility you have to customize your instance is impressive. We can route to specific individuals, to Round Robins, to Territory Teams and more. Timezones and vacations rules can be established and respected. The tool is incredibly scalable to large teams. We have two different business units each with different routing practices and we are able to configure LeanData to work smoothly for both unique processes.

• The Google Calendar integration is seamless, a unique zoom link is also automatically created when a meeting is booked on my calendar.
• The booking link is simple for my prospects and customers to find time on my calendar.
• The chrome plug in is useful to use no matter what tab or page im sitting on.

• Lead-to-Account Matching. LeanData has far and away the best fuzzy matching system for identifying the appropriate Account where a particular Lead belongs.
• Lead Routing. LeanData's visual routing canvas allows business users to construct very sophisticated, yet reliable, routing branches that determine what to do with every lead (both new and existing) based on business rules.

Incentivized

• The ux interface could be easier to navigate for admins
• The set up or meeting types could be more intuitive, as an admin I have had to help our reps set this up a lot as they have gotten confused
• Chili Piper can have certain words they use like booker assignee which could be better defined in the onboarding process for reps

Incentivized

• I think implementing data tables is by far a superior way to achieve complex routing scenarios, but the feature could be more at the forefront (I was previously building very complex webs to achieve similar results before I was aware of how to use them)
• I wish there were a way to have multiple entry nodes of the same type (ie New/Updated Campaign Member) with different filters for better router organization. I realize this could be implemented by adding additional filters to the existing node, but for viewing cleanliness as opposed to functionality itself, I wish this could change.

Incentivized

Have renewed 3x already. It's the best system we've seen for managing actions and outputs across multiple platforms

Incentivized

LeanData has very effective customer care services.

The software is an affordable lead routing and management software.

Unlimited customizability and seamless integration with other systems.

Efficiency in lead management and generation.

Clarity of the tool and availability of a strightforward UX.

Incentivized

• Support was very responsive during our integration phase, and after that too.
• They have the whole infrastructure built to notify customers about bug/outages, which is excellent. Entire System outage only happened once, but being updated on fix progress helped a lot to keep our team calm.

Incentivized

There is no way I would have such a successful implementation of this product without the implementation and support team. They have been patient, helpful, and very responsive. Even after I had gone live and had been so for a while, our org and thus our criteria had changed. They continued to help me make the necessary tweaks to ensure I was up and running.

Incentivized

I've used Drift and Salesloft scheduling tools. They all connect to google calendars, but Chili Piper is the only that I'm aware of that can insert time suggestions without actually blocking the time off as well as Round Robin assignment of meetings. Chili Piper has been the easiest to use as a sales rep.

Incentivized

We were not able to devote the developer resources to solving the problem in-house at the moment in time we needed to move on this solution. We wanted (needed) a bespoke solution where implementation could be handled outside of our organization. LeanData was able to offer that and on the timescale we were beholden to.

Incentivized

• More qualified opps
• Increased efficiency. Much less time spent trying to line up availability etc. No more back and forth email chains trying to find times to meet.
• Increased transparency. All meetings and Chili Piper events are logged directly in Salesforce for us.

• Using the Outreach integration in LeanData that allows us to auto-sequence an inbound prospect that hasn't booked a meeting has brought our average time to touch from 10+ days to >1 day.
• I can't speak to specific numbers, but using LeanData to route our different onboarding related objects has significantly reduced our onboarding time for new customers.
• Adding LeanData Bookit has also reduced our spend by consolidating tools. When we acquired a company last year, we were able to use LeanData on their website and get rid of their routing/meeting tools without having to pay for another instance.

Incentivized