LeanData: Intelligent Go-to-Market Orchestration

Simplistic setup and powerful tool

Recently signed up for the LeanData certification course and learned the inner workings of setup and how to better utilize the LeanData platform. The routing, tagging, and matching capabilities are powerful and help streamline a bunch of manual workflows. We seemed to have underutilized the capabilities of the platform in the past, so it's helpful on a go-forward to have the knowledge and capabilities of making changes and configuring to our org's needs.

Great Flexibility and Intuitive UI

Best lead distribution tool I've used so far. Very flexible and intuitive. Good training courses available as well

LeanData Training

This course was super helpful in identifying how to better utilize our existing LeanData instance within SFDC. After many years of different people owning the tech, excited to dive in with the foundational and instrumental knowledge of best practice that this provided. Deeply grateful for the opportunity, and would recommend to anyone looking to dive in more.

Helped our Marketing Ops a lot

Great matching algorithm Good customer support Intuitive UI

LeanData is AMAZING

The no-code Orchestrate builder enabled us to set up sophisticated lead-to-account matching and round-robin routing, instantly reducing the “new-lead-to-rep” response time and reducing manual triage!

A Game-Changer for Sales and Marketing

I recently completed the LeanData training and earned my LeanData certification last week. I am thoroughly impressed by the powerful capabilities of this tool and how it integrates seamlessly with Salesforce. LeanData has significantly expanded our company's horizons, particularly with the Opportunity Revenue Waterfall and the ability to manage contact roles within existing opportunities. As a Global Sales Process Manager, I see the benefits of LeanData from both marketing and sales perspectives. This tool allows us to leverage technology to gain deeper insights into our customers, enhancing our ability to tailor our strategies and drive revenue growth. Overall, LeanData is a game-changer for our company, and I highly recommend it to anyone looking to enhance their sales processes and drive revenue growth.

Scaleable and User friendly

LeanData boasts one of the most intuitive and well-designed interfaces I've encountered in any application. In addition to its user-friendly nature, the platform offers immense potential, enabling users to design drafts before deploying them live. Furthermore, the robust import/export functionality allows seamless integration across multiple Salesforce instances, enhancing its versatility and appeal.

Amazing routing tool

Love working in LeanData! UI is clean and easy to navigate. The auditing logs are hugely important and make troubleshooting a breeze. It's easy to export/import your work from instance to instance. Highly recommend using this tool if you're looking for a highly customizable routing solution.

Scalable and easy to use with a great support team

The tool is easy to configure and empowers other users in our org to view and help manage territory changes. The Lean Data knowledge base makes features easy to understand, and their support team is quick to respond to everything else.

Best in class solution for routing and Workflows

Among other things, I've been managing Enterprise territories in SF for 10 years. In my previous org, we had built a complex network of apex triggers and jobs to assign records based on territories. The design was rigid and unreliable, and my team spent time daily auditing for missed records and manually creating events to get them assigned. Since moving to my new org, I've implemented Enterprise territories, but chose to use leandata routing jobs to assign the records rather than apex, and the difference is night and day. I'm still working around some issues due to lightning inline editing and data loads not triggering territory updates, but I've worked around most of it with a few jobs in the routing scheduler. I've also implemented lead to account matching and automated what was a manual lead assignment process when I onboarded. Leandata is a total game changer.