LeanData

LeanData helps companies make the most of their demand through lead to account matching and intelligent lead routing.

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9.2/10 (Expert Score) ★★★★★
Product is rated as #14 in category Account Data Management Software
Ease of use
8.6
Support
9.5
Ease of Setup
8.3

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Customer Reviews

LeanData Reviews

Kris L.

Advanced user of LeanData
★★★★★
Critical tool for converting and assigning contact data for an account-based model

What do you like best?

The ability to custom build your workflow rules for lead conversion, account assignment, and routing was a critical feature for us when migrating our data system in SFDC from a lead-based model to an accounts and contacts-based one.

Additionally, there implementation team was very helpful in getting our instance up and running within a few weeks time.

What do you dislike?

The initial data transfer took careful handling and timing to ensure we didn't max out our API calls and overload the system during business hours but this is more of a "head up" and not a platform shortcoming.

What problems are you solving with the product? What benefits have you realized?

LeanData solved two major challenges for us: 1) We decided to move from a lead-based model to an accounts and contacts model which required us to convert our historic leads to contacts and assign them to accounts and 2) Moving forward we needed to ensure all incoming leads would be automatically converted to a contact and either assigned to an existing account and alert the owner or a create a new account and assign an owner with an alert so that incoming traffic can be acted upon quickly.

Review source: G2.com

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