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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

Because businesses have specific business-related needs, it is sensible they abstain from getting a one-size-fits-all, “perfect” business application. However, it would be futile to try to find such application even among well-known software products. The clever step to do would be to list the several important functions which necessitate investigation including major features, packages, skill ability of staff members, organizational size, etc. Next, you must do the product research comprehensively. Have a look at these LeanData evaluations and scrutinize each of the software solutions in your shortlist in detail. Such well-rounded research ensure you weed out mismatched applications and pay for the one that offers all the function your business requires.

Position of LeanData in our main categories:

TOP 500

LeanData is one of the top 500 Sales Tools products

It's important to note that hardly any software in the Lead Management Systems category will be a perfect solution able to match all the needs of all business types, sizes and industries. It may be a good idea to read a few LeanData Lead Management Systems reviews first as some services may perform well just in a really small group of applications or be prepared with a really specific type of industry in mind. Others may operate with an idea of being simple and intuitive and consequently lack complicated functionalities welcomed by more experienced users. You can also come across software that support a broad group of customers and offer a complex feature toolbox, however this frequently comes at a higher cost of such a solution. Ensure you're aware of your needs so that you choose a service that has all the features 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 choose to purchase a Lead Management Systems it’s crucial not only to learn how professionals evaluate it in their reviews, but also to check if the real users and businesses that use these solutions are genuinely content with the service. That’s why we’ve devised our behavior-based Customer Satisfaction Algorithm™ that gathers customer reviews, comments and LeanData reviews across a broad array of social media sites. The data is then displayed in an easy to digest way showing how many clients had positive and negative experience with LeanData. With that information available you should be prepared to make an informed buying decision 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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