insight3 vs. LeanData

insight3

insight3

3 Reviews and Ratings

LeanData

LeanData

44 Reviews and Ratings

Overview
Product	Rating	Most Used By	Product Summary	Starting Price
insight3	Score 9.0 out of 10	Enterprise companies (1,001+ employees)	The insight3 platform from agent3 is an account-focused tool that delivers automated customer insights to create commercial advantage for both marketing and sales teams. According to the vendor, insight3 provides the following: Real-time insight on target customer contacts – supports new and existing relationship development activities Continuous mapping of customer insights to the user’s portfolio – engage customers by delivering the right content, at the right…	$0
LeanData	Score 10.0 out of 10	N/A	LeanData is a solution built around account-based nurturing and account-based reporting. The nurturing aspect allows users to segment inbound leads by account details such as owner, active opportunity, customer, and sales stage.	N/A

Pricing

insight3

LeanData

Editions & Modules

insight3 Lite: $0
insight3 Full: $0

Standard: Contact Sales
Advanced: Contact Sales
Premium: Contact Sales
Enterprise: Custom

Offerings

Pricing Offerings
insight3	LeanData
Free Trial
No	No
Free/Freemium Version
No	No
Premium Consulting/Integration Services
No	No

Entry-level Setup Fee

Required

No setup fee

Additional Details

All pricing upon request and subject to number of accounts purchased

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More Pricing Information

Community Pulse
	insight3	LeanData
Considered Both Products	insight3 No answer on this topic	LeanData Verified User Anonymous Chose LeanData Lane Four is no longer in business (I think LeanData acquired) but Leandata is more flexible and reliable than it. Also more so than the custom code we used prior. Incentivized Helpful? Verified User Anonymous Chose LeanData Its better and more modern. The UI is a much better experience Incentivized Helpful? MS Mike Schnell Marketing Operations Chose LeanData Salesforce flows are getting more and more powerful and similar to what LeanData does, but the routing function and territory mapping in LeanData is far superior to SFDC functionality, especially when it comes to the visibility and audit trails that it captures as people go … Incentivized Helpful? Verified User Anonymous Chose LeanData LeanData solved all of our needs and allowed ownership and management we needed to scale our routing engine. We also loved working with the LeanData team and had an extremely positive experience with our sales rep and implementation team. I would want LeanData at any company I … Incentivized Helpful? CC Cedrick Crudup Sales Operation Program Manager Chose LeanData LeanData Incentivized Helpful? ST Sharon Troia Manager, Marketing Operations Chose LeanData LeanData is easier to use, has a nice visual and handles more complex routing logic. Incentivized Helpful? Verified User Anonymous Chose LeanData LeanData's native CRM structure made it the clear choice for us. No configuration is needed to read from all CRM fields and objects. We've been customers for 4 years and have never had any issues with its performance. Incentivized Helpful? PM Paul Mackessy Data Quality Specialist Chose LeanData 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 … Incentivized Helpful? NN Nancy Naretto Marketing Operations Director Chose LeanData We did not look at other solutions that I am aware of. Incentivized Helpful? Verified User Anonymous Chose LeanData We tried using Ringlead for routing purposes but the way the logic needed to be built was super complex, repetitive and prone to manual errors so we like Leandata as auditing and testing is better and you can even see where the error is for your graph. Having a graphical or … Incentivized Helpful? Verified User Anonymous Chose LeanData N/A I was not here to evaluate other products nor have I used similar tools. Incentivized Helpful? MC Mackenzie Clements Customer Operations Manager Chose LeanData I have not used other products for lead routing besides doing manual distributions and this is much better than that! Incentivized Helpful? DR Dean Rosenberg GTM Revenue Operations Manager Chose LeanData LeanData Bookit replaced Chili Piper for us, and made it much easier to manage out routing for meetings since we were already using LeanData for routing. We have recently evaluated Qualified, and territory management/round robin logic is much simpler in LeanData. Incentivized Helpful? Verified User Anonymous Chose LeanData We're using them together Incentivized Helpful? Verified User Anonymous Chose LeanData ZoomInfo Operations Incentivized Helpful? CT Caterina Torres GTM Technology Manager Chose LeanData Chili Piper is out the CRM and doesn't make it easy to connect to all users Incentivized Helpful? Verified User Anonymous Chose LeanData Compared to SFDC out-of-the-box routing it is far superior. Giving you the ability to quickly make changes on the fly and test in a sandbox environment. The ability to troubleshoot leads and how they are routed is also a plus. Built-in email alerts also reduce the amount of … Incentivized Helpful? Verified User Anonymous Chose LeanData We have routing cababilities in Marketo, Salesforce's out of the box Lea Routing Rules, and custom code. [LeanData] is by far the easier and most flexible for an agile business. Incentivized Helpful? TH Travis Henry Partner Chose LeanData The main competitors to LeanData are Lane Four and Distribution Engine. While these solutions are definitely improvements from the native lead routing rules in Salesforce, they do not compare against LeanData. They lack the robust fuzzy matching, visual routing canvas, … Incentivized Helpful? RS Rick Scouffas Head of Sales Operations at Sentry.io Chose LeanData At the time of evaluation, in addition to looking for Salesforce.com to solve the issue, I looked at a couple of other, smaller solutions that I can't even remember their name. They didn't offer the same level of robustness or complete solution. The Salesforce.com solution … Incentivized Helpful? Verified User Anonymous Chose LeanData We didn't thoroughly examine alternatives. Incentivized Helpful? Verified User Anonymous Chose LeanData The most powerful lead routing tool I’ve seen. It allows you to have so many different ways to route the most complicated of situations. Incentivized Helpful? Verified User Anonymous Chose LeanData The above are all excellent products in their own right, but lack the specialized focus of Lean Data. Incentivized Helpful? VP Vinny Poliseno Director, Salesforce & Business Systems Chose LeanData I didn't look at any competitors Incentivized Helpful?

Best Alternatives
	insight3	LeanData
Small Businesses	Dealfront Score 8.6 out of 10	Calendly Score 9.2 out of 10
Medium-sized Companies	TechTarget Priority Engine Score 9.8 out of 10	Calendly Score 9.2 out of 10
Enterprises	TechTarget Priority Engine Score 9.8 out of 10	Adobe Real-Time CDP Score 8.1 out of 10
All Alternatives	View all alternatives	View all alternatives

User Ratings
	insight3	LeanData
Likelihood to Recommend	- (0 ratings)	10.0 (0 ratings)
Support Rating	- (0 ratings)	9.1 (0 ratings)

User Testimonials
	insight3	LeanData
Likelihood to Recommend	No answers on this topic	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. NN Nancy Naretto Marketing Operations Director Read full review
Pros	No answers on this topic	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 Travis Henry Partner Read full review
Cons	No answers on this topic	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 Verified User Anonymous Read full review
Likelihood to Renew	No answers on this topic	Have renewed 3x already. It's the best system we've seen for managing actions and outputs across multiple platforms Incentivized Verified User Anonymous Read full review
Usability	No answers on this topic	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 NM Nofia Mukami Junior Managing Director of salesmarketing Read full review
Support Rating	No answers on this topic	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 Rick Scouffas Head of Sales Operations at Sentry.io Read full review
Alternatives Considered	No answers on this topic	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 PM Paul Mackessy Data Quality Specialist Read full review
Return on Investment	No answers on this topic	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 Dean Rosenberg GTM Revenue Operations Manager Read full review
ScreenShots	insight3 Screenshots