LeanData vs. Revenue Grid

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.

For my needs, it is exactly what I needed. The collection of data from emails to Salesforce is the #1 thing I wanted. It is so much more intuitive than the Lightning solution. As well, being able to log calls, and create new events and tasks right in Outlook is very helpful.

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

• Keeps email tracking simple within Outlook.
• Has a global search to allow associating an email with multiple types of accounts (i.e clients, leads, contacts, and activities).
• Single-button click to open or close the SmartCloud interface in Outlook.

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

• Calendar link didn't meet my needs.

Incentivized

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

Incentivized

Because of the issues we have been having regarding connectivity and instability of the google extension. At some point if this is not handled we may have to find a new vendor to support our needs

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

Super easy to use when it is working properly

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

Sometimes they ask for way to much information. They need screenshots, full event names, date and times events were set (Which can be very difficult when you have a reoccurring meeting that was originally set years ago)

Incentivized

Super easy walk thorough. I believe it was a 1 hours session

Incentivized

Super easy to setup and maintain

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

Out of all the other utilities we've used, SmartCloud connect seems to be the most stable. The other interfaces sometimes caused glitchy integrations with Outlook, requiring a user to restart the add-in to restore functionality, but so far that has not been the case with SmartCloud Connect. SmartCloud connect also allows you to connect to different CRM's instead of just one, which means you can still use it when migrating between CRM's.

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

• Nothing negative even this feature makes my life easy

Incentivized