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LeanData

LeanData

Composite Score
7.7 /10
CX Score
7.8 /10
Category
LeanData
7.7 /10

What is LeanData?

LeanData is a Salesforce-native solution that connects the right data, tools, and people at each step in the buyer journey. Seamless integration with your revenue tech stack links data and context so that you never lose track of a lead, opportunity, or account.

Company Details


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Awards & Recognition

LeanData won the following awards in the Lead Management category

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LeanData Ratings

Real user data aggregated to summarize the product performance and customer experience.
Download the entire Product Scorecard to access more information on LeanData.

Product scores listed below represent current data. This may be different from data contained in reports and awards, which express data as of their publication date.

87 Likeliness to Recommend

3
Since last award

100 Plan to Renew

79 Satisfaction of Cost Relative to Value

1
Since last award


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Emotional Footprint Overview

Product scores listed below represent current data. This may be different from data contained in reports and awards, which express data as of their publication date.

+89 Net Emotional Footprint

The emotional sentiment held by end users of the software based on their experience with the vendor. Responses are captured on an eight-point scale.

How much do users love LeanData?

0% Negative
7% Neutral
93% Positive

Pros

  • Helps Innovate
  • Reliable
  • Respectful
  • Caring

Feature Ratings

Average 81

Lead Distribution

94

Data Ingestion and Interoperability

92

Interaction Planning

86

Prospect Tracking

84

Lead and Contact Categorization

83

Lead Generation

80

Analytics and Reporting

77

Lead Scoring

75

Omni-Channel Communication Tracking

75

Vendor Capability Ratings

Average 83

Vendor Support

88

Ease of Customization

88

Ease of Data Integration

86

Breadth of Features

85

Quality of Features

85

Ease of Implementation

84

Ease of IT Administration

82

Business Value Created

81

Availability and Quality of Training

81

Product Strategy and Rate of Improvement

78

Usability and Intuitiveness

76

LeanData Reviews

David S.

  • Role: Operations
  • Industry: Technology
  • Involvement: IT Development, Integration, and Administration
Validated Review
Verified Reviewer

Submitted Dec 2021

Critical Salesforce Lead Routing Tool

Likeliness to Recommend

9 /10

What differentiates LeanData from other similar products?

LeanData is the most recommended and serves both for routing of various objects in salesforce but also for merging duplicates.

What is your favorite aspect of this product?

Matching leads to contacts / accounts, and auto converting leads to contacts. Really good flexibility when merging records.

What do you dislike most about this product?

1. the cost of add ons like opportunity routing and contact routing 2. the way multiple updates events can collide and cause errors

What recommendations would you give to someone considering this product?

If you want to work only with contacts in Salesforce, then go for it.

Pros

  • Trustworthy
  • Unique Features
  • Respectful
  • Client Friendly Policies

Cons

  • Charges for Enhancements

Kristen M.

  • Role: Sales Marketing
  • Industry: Technology
  • Involvement: End User of Application
Validated Review
Verified Reviewer

Submitted Dec 2021

Fantastic Product

Likeliness to Recommend

9 /10

What differentiates LeanData from other similar products?

There isn't really another vendor in the space that allows for lead/contact assignment and registration without custom code

What is your favorite aspect of this product?

Quick, easy to use, ability to make changes on the fly and as organizations change

What do you dislike most about this product?

The cost is fairly high

What recommendations would you give to someone considering this product?

Make sure you have a defined assignment hierarchy before purchasing so you can hit the ground running

Pros

  • Helps Innovate
  • Continually Improving Product
  • Reliable
  • Performance Enhancing
  • Role: Sales Marketing
  • Industry: Technology
  • Involvement: End User of Application
Validated Review
Anonymous Reviewer

Submitted Dec 2021

Easy to use, great for lead routing

Likeliness to Recommend

9 /10

Pros

  • Reliable
  • Enables Productivity
  • Unique Features
  • Effective Service

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