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.
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SimplyBook.me
Score 9.9 out of 10
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SimplyBook.me is an appointment booking system that improves customer service. It is designed to make the booking process simpler and more efficient.
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Pricing
LeanData
SimplyBook.me
Editions & Modules
Standard
Contact Sales
Advanced
Contact Sales
Premium
Contact Sales
Enterprise
Custom
No answers on this topic
Offerings
Pricing Offerings
LeanData
SimplyBook.me
Free Trial
No
No
Free/Freemium Version
No
No
Premium Consulting/Integration Services
No
No
Entry-level Setup Fee
No setup fee
$10 bookings
Additional Details
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More Pricing Information
Community Pulse
LeanData
SimplyBook.me
Considered Both Products
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.
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 …
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 …
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.
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 …
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 …
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.
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 …
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.
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, …
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 …
I've used pretty much all known tools but there's something or the other missing. Some are complex to use, some are not compatible through the api, some ask for access to our internal databases and some doesn't execute it well. The main reason behind choosing SimplyBook.me was …
I work on Google Calendar when I have to schedule a call myself especially in cases where the client has asked for a call to be scheduled at their convenient time. For those cases where the clients can book appointment for themselves, I use SimplyBook.me. On Google Calendar I …
The interface is not as easy to navigate for administrators and students (clients). Calendly is a bit more complicated to understand and set up than SimplyBook.me and it doesn't link to social media like Instagram or Facebook, which is very useful for us. When Calendly sends …
This software works far better for this specific industry when placing candidates in the medical field. The reason why is client information for companies and candidates is important to provide to each party. Calendly does an okay job at this but the integration could use work. …
SimplyBook offered more features and seemed more secure than the other options we explored. SimplyBook was the only software that offered options for payment, chat, easy API integration, etc. The other software was good and definitely less expensive, but we chose SimplyBook …
As they are messaging services they don't focus on the importance of keeping a well-organized schedule. most of them don't offer any type of in-depth appointment scheduling system. I would always defer back to the paid system if I need to arrange so many meetings for such a …
We really liked the ability to sell complementary products with the booking process compared to the other two products. SimplyBook.Me is the only product we've actually used and so far have been satisfied with the results.
Actually before I find SimplyBook.me I never knew of any online booking system in Taiwan, at last I found this advertisement and after using it for free for 14 days I decide to buy it. The most important reason I bought it because there is a Traditional language that can be …
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.
I needed a solution that linked nursing, doctor, and other medical practitioners that are candidates or could be candidates for a new position, to get connected to a potential new position. The hard part was coordinating interviews and meetings between both parties for recruiters so this software enabled both parties to easily communicate times that work for them and schedule.
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.
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.
Schedule delay for beyond a day because there are times when I want to book beyond 3 or 4 days but I have to instead remember to come back before 1 day to set the reminder.
Confusing to pay for different features because many times I have found it unclear what features will be available to a paid user and what still will need to be paid for.
The interface is not easy, it takes time to adjust to things and find the options you find, navigation becomes relatively easier once you get the hang of the app.
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.
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.
I've used pretty much all known tools but there's something or the other missing. Some are complex to use, some are not compatible through the api, some ask for access to our internal databases and some doesn't execute it well. The main reason behind choosing SimplyBook.me was that it is straight forward, it's UI is simple to use and it offers realtime connectivity with our product and services pages.
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.
In around an hour or so, I have been able to solve my worries about getting paid, organizing my time, leaving me the time and energy to teach and to concentrate on promoting my business.
It's allowed me, in one stroke, to move forward my plans to add native-speaking language tutors to engage in follow-up courses.
