Folloze vs. LeanData

I have been using Folloze for a long time, and I will recommend Folloze because of the app's user-friendly interface and responsiveness to customer feedback. It also enhances security with SSO, two-factor authentication, and a personalization tool. Overall, there are more pros, and it increases productivity.

Incentivized

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.

• Plug into Salesforce. We live in Salesforce, so it's a must!
• Ease of use when designing boards. We love to all feel like graphic designers.
• Dashboards showing activity levels of all types.
• Storing assets within folloze. Makes it super easy to build a board fast.
• Cloning boards. Time saver!!

Incentivized

• 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

• Integrating the contact form with our CRM has been a lengthy and on-going process
• We use iframe for some of our content pieces and I think it could look better than it does now
• We need licenses for our salespeople for them to get access to insights of a board. An easier way to send them this info without them needing licenses would be nice

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

Without Folloze, the marketing team would not be able to pivot as quickly as we do to support sellers with deal acceleration and drive executive engagement.

Incentivized

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

Incentivized

Its great to be able to customize and build experiences without having to depend web developers or larger content teams. Using Folloze doesn't require a web developer or complicated coding language. Its quite intuitive and easy to figure out after building an experience or two. If you are stuck their support and training materials are quite helpful, as is their support team. Although the tool is great, it would be great to see even more customization possibilities. Also the reporting interface is pretty cumbersome and would benefit from added functionality.

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

sometimes its not loading pages proper, sometimes some functions are not working within or you need a long time to find out image sizes etc

Incentivized

pages load slow sometimes

Incentivized

Folloze has a very intuitive user interface and designer. Their integrations have been seamless, and their team has been extremely helpful and responsive in getting features added or any gaps addressed. We have been leveraging the tool to its full capability, and people are happy both internally as well as externally.

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

5 as we did it with our own people in house and not with Folloze

Incentivized

I was not involved with the implementation of Folloze. This project was executed before I was hired

Incentivized

Folloze offers much more robust and sophisticated solutions compared to PathFactory. The microsite building experience is moons ahead of PathFactory and is far more intuitive. The user experience is much more friendly and easy on the brain. I don't often find myself getting lost in Folloze, whereas I would get lost all the time in PathFactory.

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

there are still a lot of things that need to be made available within the product

Incentivized

• A sales were able to give valuable presentations which aided in earning key accounts in O&G & utility industries.
• A sales exec was able to close a million-dollar sale that she had been working on closing for a year. This board was a great visual to the customer, which helped in closing.

Incentivized

• 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