LeanData vs. Engageware

Overview
ProductRatingMost Used ByProduct SummaryStarting Price
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
Engageware
Score 9.0 out of 10
N/A
Engageware (formerly TimeTrade) helps leading brands optimize engagement through all phases of the customer relationship. Engageware’s Intelligent Appointment Scheduling platform harnesses artificial intelligence to improve meeting scheduling strategies through real-time customer insights and actions, in order to produce better meetings, and higher growth. The vendor states that with Engageware, customers can outpace their peers by nearly 3X. They further boast tens of thousands of businesses –…N/A
Pricing
LeanDataEngageware
Editions & Modules
Standard
Contact Sales
Advanced
Contact Sales
Premium
Contact Sales
Enterprise
Custom
No answers on this topic
Offerings
Pricing Offerings
LeanDataEngageware
Free Trial
NoYes
Free/Freemium Version
NoNo
Premium Consulting/Integration Services
NoNo
Entry-level Setup FeeNo setup feeNo setup fee
Additional Details
More Pricing Information
Community Pulse
LeanDataEngageware
Considered Both Products
LeanData
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.
Chose LeanData
Its better and more modern. The UI is a much better experience
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 …
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 …
Chose LeanData
LeanData is easier to use, has a nice visual and handles more complex routing logic.
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.
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 …
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 …
Chose LeanData
N/A I was not here to evaluate other products nor have I used similar tools.
Chose LeanData
I have not used other products for lead routing besides doing manual distributions and this is much better than that!
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.
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 …
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.
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, …
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 …
Chose LeanData
We didn't thoroughly examine alternatives.
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.
Chose LeanData
The above are all excellent products in their own right, but lack the specialized focus of Lean Data.
Engageware
Chose Engageware
I haven't looked at any others recently, but plan to, so not sure what the latest features are on other systems.
Chose Engageware
TimeTrade is the only software of its kind that I've used, but if I was placed in a similar role again (managing a team of interviewers) depending on license costs and budget I would consider hiring a part-time scheduling coordinator instead. While I wasn't an employee at the …
Chose Engageware
TimeTrade has been my favorite way (that I've discovered so far) to organize meeting attendees from different organizations and coordinate a time that works for everyone.
Best Alternatives
LeanDataEngageware
Small Businesses
Calendly
Calendly
Score 9.2 out of 10
vCita
vCita
Score 8.5 out of 10
Medium-sized Companies
Calendly
Calendly
Score 9.2 out of 10
LeanData
LeanData
Score 10.0 out of 10
Enterprises
Adobe Real-Time CDP
Adobe Real-Time CDP
Score 8.1 out of 10
Zoom Workplace
Zoom Workplace
Score 8.4 out of 10
All AlternativesView all alternativesView all alternatives
User Ratings
LeanDataEngageware
Likelihood to Recommend
10.0
(0 ratings)
6.0
(0 ratings)
Support Rating
9.1
(0 ratings)
8.0
(0 ratings)
User Testimonials
LeanDataEngageware
Likelihood to Recommend
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.
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TimeTrade is a good fit for a team with regular hours and little schedule fluctuation, one type of role being hired at a time, a limited budget, excellent phone/communication skills to work with the customer service team effectively, and a very clear idea of exactly how the hiring process needs to be structured. Not recommended for teams with diverse appointment types/programs, complex/shifting schedules, and enough budget to afford a higher end product.
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Pros
  • 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.
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  • The customers really like that they can book time with our reps when it's convenient for both parties.
  • TimeTrade integrates with Outlook, so the online calendar is in sync with the reps.
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Cons
  • 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.
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  • I wish it was a bit more integrated with my calendar (Outlook). I have to manually add times to it and retrieve responses to pick a time
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Likelihood to Renew
Have renewed 3x already. It's the best system we've seen for managing actions and outputs across multiple platforms
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No answers on this topic
Usability
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.
Read full review
No answers on this topic
Support Rating
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.
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I've used their online support, which has answered my questions for the most part. If I remember correctly, they were responsive when I emailed them as well.
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Alternatives Considered
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.
Read full review
I haven't looked at any others recently, but plan to, so not sure what the latest features are on other systems.
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Return on Investment
  • 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.
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  • TimeTrade makes me more efficient because it eliminates the e-mails and calls back and forth to set up appointments.
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ScreenShots

Engageware Screenshots

Screenshot of Appointment Scheduling, queue management and reportingScreenshot of Use Salesforce? Online Meeting & Appointment Scheduling purpose-built for Salesforce.Screenshot of Schedule unlimited appointments through your website, email and prospecting campaigns, and social media channels