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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ZoomInfo Operations
Score 8.4 out of 10
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ZoomInfo OperationsOS/RingLead is a comprehensive data quality management platform for sales and marketing operations teams to clean, enrich, and route their go-to-market data.
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.
The contact enrichment feature adds missing contact info, like emails or phone numbers. It also allows us to confirm that the address information on our CRM matches what Zoom says. I wish more emails were available within the service, but what you can glean from Zoom makes marketing to the correct personas much easier.
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.
EverString allows us to build account lists based off in-depth firmographic or technographic data. It's far more accurate than trying to build these lists any other way.
EverString is fast. Where it might've previously taken us weeks to build lists of this quality, we now can build them in a matter of minutes (and have them ready to be published in a couple of hours).
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.
Would love to keep everstring as part of our tech stack in the future. if we ever have to move from everstring it will be due to budget not the solution itself.
Usability is among the highest I have ever worked within an application of this magnitude. It was a significant recession for us and our sales team along with some of our onboarding folks have been able to use the tool as well. Other are able to benefit as well that are outside of the sales team but I do get as much of their feedback as I do from the sales team.
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.
Have a plan on how you're going to evaluate. We had a two-month trial period, but a six-month average lead cycle time, making it impossible to evaluate on a purely new-business ROI basis within the trial. We applied the model to our prior data, which demonstrated how much time and effort was devoted to accounts that weren't going to close
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 haven't tried stacking it against any competition as I feel no need to. ZoomInfo blows me away like it first did in 2018, and I don't want something different. I hear Clay is good, but I just haven't felt the need to try it out or replace ZoomInfo at all.
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.
