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LeanData description
LeanData is a revenue orchestration platform designed for B2B companies using Salesforce. It automates and streamlines marketing and sales processes, from lead routing and account matching to scheduling meetings and managing buying groups. LeanData promises to improve lead conversion rates, accelerate sales cycles, and enhance operational efficiency. It offers a no-code automation builder, pre-built integrations with popular sales and marketing tools, and a focus on providing accurate data to the right teams at the right time.
What companies are using LeanData?
Who is LeanData best for
LeanData is a revenue orchestration platform designed for B2B companies using Salesforce. It automates lead-to-account matching, routing, and other sales processes, boosting efficiency and lead conversion. Users praise its flexible routing and seamless Salesforce integration, while some find the Bookit tool lacking and the UI complex. LeanData is ideal for medium-sized B2B software/IT companies seeking streamlined sales and marketing automation within Salesforce.
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Best fit for medium-sized businesses.
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Ideal for Software, IT, and Telecommunications companies.
LeanData features
Supported LeanData automatically matches leads to accounts using various criteria, including fuzzy matching and custom tiebreakers. |
Supported LeanData automates lead routing and similar sales workflows, reducing manual effort. |
Supported LeanData supports meeting scheduling through its BookIt solution. |
Supported LeanData routes leads based on criteria like company size, industry, and geography. |
Supported LeanData supports adaptable automation workflows applicable to various scenarios, not just specific cases. |
We evaluate the sentiment that users express about non-functional aspects of the software
Value and Pricing Transparency
Customer Service
Ease of Use
Reliability and Performance
Ease of Implementation
Scalability
LeanData reviews
We've summarised 896 LeanData reviews (LeanData G2 reviews) and summarised the main points below.
- Flexible routing options for various inbound lead scenarios
- Scalable to handle large volumes of data and flexible routing options
- Intuitive user interface for routing setup and management
- Excellent support and customer success team
- Seamless integration with Salesforce for lead conversion and routing
- Bookit tool lacks some basic features expected in a calendar feature
- LeanData seems to offer limited flexibility for those that have strict routing rules/logic
- Difficult to test LeanData without loading it fully into production
- LeanData UI can be complex to navigate and fully utilize
- Audit logs could include more visual elements for easier troubleshooting
LeanData pricing
The commentary is based on 39 reviews from LeanData G2 reviews.
LeanData's pricing is generally considered reasonable for its core routing functionality, but some users find the costs for additional features, objects, and "end points" to be high or unclear. Several mention a per-user licensing model and upsells for features considered basic. Despite cost concerns, many find the value provided justifies the price.
Users sentiment
See the LeanData pricing page.
LeanData alternatives
6sense Revenue AI for SalesPredicts best leads, personalizes outreach, closes deals faster.Read more
LeanData FAQ
LeanData is a revenue orchestration platform for B2B companies using Salesforce. It automates lead-to-account matching, routing, and other sales processes, boosting efficiency and lead conversion. It offers a no-code builder and pre-built integrations for streamlined workflows.
What is LeanData and what does LeanData do?
LeanData is a revenue orchestration platform for B2B companies using Salesforce. It automates lead-to-account matching, routing, and other sales processes, boosting efficiency and lead conversion. It offers a no-code builder and pre-built integrations for streamlined workflows.
LeanData integrates with Salesforce and other sales and marketing tools through its pre-built integrations and no-code automation builder. This enables seamless data flow and automated workflows between different platforms, enhancing overall efficiency.
How does LeanData integrate with other tools?
LeanData integrates with Salesforce and other sales and marketing tools through its pre-built integrations and no-code automation builder. This enables seamless data flow and automated workflows between different platforms, enhancing overall efficiency.
Alternatives to LeanData include Groove, a Clari company, Default, Qualified, ActiveCampaign, Inflection.io, and Cirrus Insight. These competitors offer similar features such as lead routing, workflow automation, and Salesforce integration.
What the main competitors of LeanData?
Alternatives to LeanData include Groove, a Clari company, Default, Qualified, ActiveCampaign, Inflection.io, and Cirrus Insight. These competitors offer similar features such as lead routing, workflow automation, and Salesforce integration.
LeanData is a legitimate revenue orchestration platform. User reviews highlight its flexible routing and Salesforce integration as strong points, while some find the interface complex and Bookit feature limited. It's generally considered safe and reliable for lead management.
Is LeanData legit?
LeanData is a legitimate revenue orchestration platform. User reviews highlight its flexible routing and Salesforce integration as strong points, while some find the interface complex and Bookit feature limited. It's generally considered safe and reliable for lead management.
LeanData doesn't publicly share its pricing. Contact their sales team for a customized quote based on your specific business needs and desired features.
How much does LeanData cost?
LeanData doesn't publicly share its pricing. Contact their sales team for a customized quote based on your specific business needs and desired features.
LeanData receives positive customer service reviews. Users praise the helpfulness, responsiveness, and expertise of the support and customer success teams, highlighting their collaborative approach to problem-solving and readily available resources. However, some find navigating the platform's complexities challenging initially and desire more proactive support.
Is LeanData customer service good?
LeanData receives positive customer service reviews. Users praise the helpfulness, responsiveness, and expertise of the support and customer success teams, highlighting their collaborative approach to problem-solving and readily available resources. However, some find navigating the platform's complexities challenging initially and desire more proactive support.
Reviewed by
Michal has worked at startups for many years and writes about topics relating to software selection and IT management. As a former consultant for Bain, a business advisory company, he also knows how to understand needs of any business and find solutions to its problems.
Tymon is a seasoned CTO who loves finding the perfect tools for any task. He recently headed up the tech department at Batmaid, a well-known Swiss company, where he managed about 60 software purchases, including CX, HR, Payroll, Marketing automation and various developer tools.
An AI tool that observes your work, finds inefficiencies, and suggests smarter ways to do things. Maybe you can use your tools better, automate tasks, or switch software.