LeanData Logo
LeanData Logo
LeanData

LeanData

Composite Score
7.7 /10
CX Score
7.9 /10
Category
LeanData
7.7 /10

What is LeanData?

LeanData is a Salesforce-native solution that connects the right data, tools, and people at each step in the buyer journey. Seamless integration with your revenue tech stack links data and context so that you never lose track of a lead, opportunity, or account.

Company Details


Need Assistance?

We're here to help you with understanding our reports and the data inside to help you make decisions.

Get Assistance

Awards & Recognition

LeanData won the following awards in the Lead Management category

Filter By

LeanData Ratings

Real user data aggregated to summarize the product performance and customer experience.
Download the entire Product Scorecard to access more information on LeanData.

Product scores listed below represent current data. This may be different from data contained in reports and awards, which express data as of their publication date.

88 Likeliness to Recommend

100 Plan to Renew

80 Satisfaction of Cost Relative to Value

1
Since last award


{y}
{name}

Emotional Footprint Overview

Product scores listed below represent current data. This may be different from data contained in reports and awards, which express data as of their publication date.

+90 Net Emotional Footprint

The emotional sentiment held by end users of the software based on their experience with the vendor. Responses are captured on an eight-point scale.

How much do users love LeanData?

0% Negative
6% Neutral
94% Positive

Pros

  • Helps Innovate
  • Reliable
  • Respectful
  • Caring

Feature Ratings

Average 82

Lead Distribution

92

Lead Scoring

92

Interaction Planning

87

Prospect Tracking

85

Lead and Contact Categorization

84

Lead Generation

82

Data Ingestion and Interoperability

81

Omni-Channel Communication Tracking

77

Analytics and Reporting

76

Mobile

75

Vendor Capability Ratings

Average 84

Ease of Customization

89

Vendor Support

88

Ease of Data Integration

85

Quality of Features

85

Breadth of Features

84

Ease of Implementation

84

Business Value Created

83

Availability and Quality of Training

83

Ease of IT Administration

83

Product Strategy and Rate of Improvement

79

Usability and Intuitiveness

77

LeanData Reviews

Kate S.

  • Role: Finance
  • Industry: Finance
  • Involvement: End User of Application
Validated Review
Verified Reviewer

Submitted Mar 2025

A Sauce platform

Likeliness to Recommend

9 /10

What differentiates LeanData from other similar products?

LeanData provides lead-to-account matching using algorithms, and custom logic to make sure that leads are connected to the current system accurately. It has highly customized lead routing and facilitates an easy-to-navigate interface to streamline intricate routing work lines. Real-time leads to ensure the engagement of prospects.

What is your favorite aspect of this product?

The extensive analytical and reporting features are not only helpful in making visually appealing dashboards but also give actionable views, which guide our team to optimize their leads for proper management and for formulating routing strategies. It saves a lot of time by automating repetitive tasks and reduces manual effort. Suitable management of data and workflows, enhances team collaboration.

What do you dislike most about this product?

I face slow functioning and glitches when dealing with complex and large volume sets of data thus hindering the smoothness of workflow. While it offers an extensive library of templates for customization routing complex rules requires time and administration.

What recommendations would you give to someone considering this product?

Don’t neglect to consider its customer support during configuration or in case of troubleshooting for proper guidance. Take full advantage of its seamless features. By careful implementation, one can boost the lead management process.

Pros

  • Continually Improving Product
  • Enables Productivity
  • Trustworthy
  • Unique Features

Daniella W.

  • Role: Sales Marketing
  • Industry: Technology
  • Involvement: End User of Application
Validated Review
Verified Reviewer

Submitted Feb 2025

Super robust workflow capabilities

Likeliness to Recommend

7 /10

What differentiates LeanData from other similar products?

I'm not sure. I inherited the system.

What is your favorite aspect of this product?

I like the description/node naming that you can use as it helps when doing audits to review which "paths" and actions records went through.

What do you dislike most about this product?

I don't like that you can only have ONE flow per record type. There is liekly a business reason for this; however, I am used to other systems where you can make different workflows for different use cases.

What recommendations would you give to someone considering this product?

Make sure you do LeanData university and or go through a guided setup. Best practices are key.

Pros

  • Effective Service
  • Caring
  • Respectful
  • Client Friendly Policies

Michael L.

  • Role: Sales Marketing
  • Industry: Technology
  • Involvement: End User of Application
Validated Review
Verified Reviewer

Submitted Feb 2025

Very flexible business logic to build routing

Likeliness to Recommend

8 /10

What differentiates LeanData from other similar products?

All on one and Salesforce native

What is your favorite aspect of this product?

Ability to build complex routing with ease and test.

What do you dislike most about this product?

Not as flexible for changing license count that changes up and down during a year

What recommendations would you give to someone considering this product?

This is a fantastic option, especially if you also want to use calendar links or build out buying groups.

Pros

  • Helps Innovate
  • Performance Enhancing
  • Enables Productivity
  • Continually Improving Product

Cons

  • Under Delivered

Most Popular LeanData Comparisons