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LeanData Review

LeanData
Our score: 7.7 User satisfaction: N/A

What is LeanData?

LeanData is a next-generation lead management software. It has processed more than 75 million leads for fast-scaling start-ups, rapidly growing companies, and established enterprises.

With the help of LeanData’s innovative lead routing technology, businesses can put the process on auto-pilot, save time, and boost their chances of booking more meetings and winning new customers instead of manually routing leads.

Also, LeanData provides companies with trustworthy data. It does this with accurate reporting that makes connections with seemingly unconnected aspects. This enables businesses to drill-down into leads, accounts, campaigns, and other objects, so they can determine exactly which factors impact their operations most.

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Overview of LeanData Benefits

More Visible Relationships

LeanData utilizes its powerful algorithms to find new connections between data objects in Salesforce that were previously unknown. While the application does so, it makes certain that objects are perfect fits for each other. It can do this by employing fuzzy matching algorithms to scan multiple fields in every record for the best results.

Additionally, the solution comes with customizable tiebreakers that let administrators set factors to determine the soundest matches. This way, companies can look forward to accurate routing even if their data is not perfect.

Certified Salesforce Partner

LeanData’s algorithms work natively within Salesforce. This means that while the solution accesses the CRM, it maintains high levels of security to ensure that no data leaks occur during information exchanges. Also, companies can rest assured that LeanData does not import or export anything from Salesforce and that their workflows remain solid throughout.

Visual Lead Flows

LeanData has a visually-appealing drag-and-drop interface. It allows users to move objects around with a few clicks to build their lead distribution workflows. Other than that, this function facilitates smooth collaboration between different departments as they can effortlessly adapt to changes. Because of that, they can have a more flexible marketing strategy and can be pliant enough to implement critical changes on the fly.

Fair Prospect Distribution

With LeanData, every member of the sales team has an equal opportunity to contact a top prospect. That is because the solution employs a round robin system that builds a fair environment. This intelligent lead routing ensures that all members can contribute to the success of the business.

Actionable Insights

LeanData provides operations departments with clear and actionable insights. These allow them to view exactly how leads are flowing in the Salesforce system and how they can utilize their data to continuously optimize their lead distribution. Also, the application shows real-time insights into the lead flow. This lets them see whether leads have been properly processed, and if not, what had caused their errors, so they can be remedied.

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Overview of LeanData Features

  • Object Matching
  • Real-Time Matching Results
  • Customizable Tiebreakers
  • Drag-and-Drop Function
  • Automatic Lead Routing
  • Round Robin System
  • Real-Time Routing Insights
  • Audit Logs
  • Workflow Monitoring & Control
  • Real-Time Flow Insights
  • Flow History Review
  • One-Click Reports
  • Customizable Attribution Model
  • Flexible Dashboard

LeanData Position In Our Categories

Knowing that companies have specific business needs, it is only sensible they steer clear of deciding on an all-in-one, ”best” software. Nonetheless, it is troublesome to stumble on such an app even among recognizable software products. The practicable thing to do would be to write down the varied essential functions that demand deliberation including key features, price terms, skill capability of staff members, organizational size, etc. Next, you should perform the product research systematically. Have a look at some LeanData review articles and look into each of the solutions in your shortlist in detail. Such all-encompassing research can make sure you keep away from mismatched software solutions and buy the one which meets all the tools your company requires.

Position of LeanData in our main categories:

TOP 500

LeanData is one of the top 500 Sales Tools products

It's important to keep in mind that virtually no software in the Lead Management Systems category is going to be an ideal solution able to fulfill all the goals of various business types, sizes and industries. It may be a good idea to read a few LeanData Lead Management Systems reviews first as certain solutions may perform well just in a very small group of applications or be created with a very specific industry in mind. Others might operate with a goal of being simple and intuitive and as a result lack complex elements needed by more experienced users. You can also come across software that cater to a large group of customers and give you a rich feature set, however this in most cases comes at a more significant cost of such a software. Ensure you're aware of your needs so that you pick a service that provides specifically the functionalities you search for.

How Much Does LeanData Cost?

LeanData Pricing Plans:

Free Trial

Quote-based Plan

Contact vendor

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What are LeanData pricing details?

LeanData Pricing Plans:

Free Trial

Quote-based Plan

Contact vendor

LeanData is a web-based, next-generation lead routing system. Companies interested in the solution can ask for a demo and request their enterprise pricing information by phone, email, or web form.

User Satisfaction

Positive Social Media Mentions 0
Negative Social Media Mentions 0

We are aware that when you decide to purchase a Lead Management Systems it’s important not only to see how experts evaluate it in their reviews, but also to check whether the actual users and enterprises that bought it are actually happy with the product. Because of that need we’ve designer our behavior-based Customer Satisfaction Algorithm™ that collects customer reviews, comments and LeanData reviews across a broad range of social media sites. The information is then displayed in an easy to digest form indicating how many clients had positive and negative experience with LeanData. With that information at your disposal you will be prepared to make an informed business choice that you won’t regret.

Technical details

Devices Supported

  • Windows
  • Mac
  • Web-based

Deployment

  • Cloud Hosted

Language Support

  • English

Pricing Model

  • Quote-based

Customer Types

  • Small Business
  • Large Enterprises
  • Medium Business

What Support Does This Vendor Offer?

  • email
  • phone
  • live support
  • training
  • tickets

What integrations are available for LeanData?

No information available.

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Louie Andre

By Louie Andre

B2B & SaaS market analyst and senior writer for FinancesOnline. He is most interested in project management solutions, believing all businesses are a work in progress. From pitch deck to exit strategy, he is no stranger to project business hiccups and essentials. He has been involved in a few internet startups including a digital route planner for a triple A affiliate. His advice to vendors and users alike? "Think of benefits, not features."

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