LeanData

Score10 out of 10

44 Reviews and Ratings

What is LeanData?

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.

Categories & Use Cases

#1 most frequent

Information

53.8%

400 installations of 744

#2 most frequent

Professional, Scientific, and Technical Services

21.8%

162 installations of 744

#3 most frequent

Finance and Insurance

5.8%

43 installations of 744

Paul Mackessy

Data Quality Specialist in Information Technology at Engrain (51-200 employees employees)

Use Cases and Deployment Scope

We use LeanData primarily for automated inbound lead routing. We have established a plan to utilize the tool for account duplicate detection and management. We will also be using the tool to reassign national sales territories as they shift continuously. LeanData addresses the business need to move faster, aiming to increase our total sales by 5x in the next few years. The scope extends across the entire Revenue Org.

Pros

Inbound Lead Routing.
Duplicate Account Detection and Management.
Auto Scheduler for Demos.

Cons

Better safeguards for duplicate account creation via other Workato recipes.
Better Support on Certain complex graph issues.
Account centric insights.

Return on Investment

Helped hit aggressive Quarterly Goals.
Freed up some resources on the Sales team.
Allowed a smart restructuring of the team to accommodate the tool.

Usability

Alternatives Considered

Salesforce Marketing Cloud

Other Software Used

HubSpot Marketing Hub, Salesforce Revenue Cloud, Clay

Nofia Mukami

Junior Managing Director of salesmarketing in Marketing at Bloosat CM (11-50 employees employees)

Use Cases and Deployment Scope

LeanData is a modern Lead-to-Account Matching and Routing software. We use the product in our organisation for lead management. The software allow us to automate lead routing and track high quality leads. It is customizable and integrates with various tools. Implementation cost of the software is affordable due to the available flexible pricing.

Pros

Customer service of the software are awesome. They provide instant responses to queries.
Intuitiveness of the software and availability of free training and unlimited demos.
The software offers customizable playback to enhance usage.
Ability of the product to automate complex workflows.
Flexibility of the software especially when building reports.

Cons

We have had issues with email deliverability especially when sending bulk emails.
Learning curve of the software is considerably challenging. The platform is complex and very advanced.

Return on Investment

LeanData has enabled us to eliminate the need of numerous subscriptions by providing us with capabilities such as lead management and revenue projection.
Use of the tool has improved our sales productivity and enhanced sales forecasting and reporting.
The software has made it possible for us to streamline communication with our business prospects, track deals and efficiently manage leads.

Usability

Other Software Used

MadKudu, Webex Connect, Cisco Firepower 1000 Series

Sharon Troia View profile

Manager, Marketing Operations in Sales at Teleport (51-200 employees employees)

Use Cases and Deployment Scope

Lead routing, auto conversions, and data population at various stages of the buying journey.

Pros

Lead Routing - handles complex routing rules better than other tools
SLA tracking - takes into account people's time zones, time off, and gives valuable insights
Auto conversions - helps keep our data tracking on our accounts by automatic conversion of leads onto accounts as they begin being worked

Cons

I can't think of anything that they don't do well

Return on Investment

We haven't measured LeanData in terms of ROI, however we are able to use it for SLA time-to-action tracking which has been an eye opener for our speed to lead initiatives. We just started, so I don't have any solid numbers yet.

Usability

Alternatives Considered

ZoomInfo Operations

Mike Schnell View profile

Marketing Operations in Marketing at SmithRx (501-1000 employees employees)

Use Cases and Deployment Scope

We use LeanData for lead and contact account matching mainly. We have a very complex account structure with parent and children account relationships based on location, and LeanData is vital to be able to match the location of the person with the regional office that they belong to and route correctly to the sales rep in that territory.

Pros

Lead to Account Fuzzy Matching
Territory Routing
Contact to Account Fuzzy Matching
Auto conversion flows

Cons

I like most of the functionality, don’t have too many areas to improve
Always welcome more integrations

Return on Investment

Unfortunately I don’t have any numbers, but the ability to route contacts and leads to their correct owners really helps build the relationships of our accounts, and having visibility into the entire group of contacts that make up an account significantly helps our sales reps with their relationships with those partners and customers.

Usability

Alternatives Considered

Salesforce Sales Cloud

Other Software Used

Adobe Marketo Engage, Salesforce Sales Cloud

Sophie Chan

Staff Product Manager, IT/Salesforce in Information Technology at Cohesity (5001-10,000 employees employees)

Use Cases and Deployment Scope

We must have Leandata to operate our Lead to Cash process, its an essential tool to our revenue success. We are Account based Marketing Company where we focus on Account's territory, segment and the matching and routing core functions from Leandata help bridges process and system gaps

Pros

Customer Success - Listens well
Product Roadmap - Always stay ahead of tech trend
Ease of Use and transparency

Cons

Awesome products - just need some time to catch up

Return on Investment

Great licensing model - eliminate micro transactions when company is expanding

Usability

Other Software Used

Outreach, ZoomInfo Engage

ZoomInfo Operations

Chili Piper

Traction Complete

LeanData

What is LeanData?

Categories & Use Cases

Most Frequent Users

Information

Professional, Scientific, and Technical Services

Finance and Insurance

Reviews

Use Cases and Deployment Scope

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Cons

Return on Investment

Usability

Alternatives Considered

Other Software Used

Use Cases and Deployment Scope

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Usability

Other Software Used

Use Cases and Deployment Scope

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Usability

Alternatives Considered

Use Cases and Deployment Scope

Pros

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Return on Investment

Usability

Alternatives Considered

Other Software Used

Use Cases and Deployment Scope

Pros

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Usability

Other Software Used

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