
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
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Real user data aggregated to summarize the product performance and customer experience.
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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
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?
Pros
- Helps Innovate
- Reliable
- Respectful
- Caring
How to read the Emotional Footprint
The Net Emotional Footprint measures high-level user sentiment towards particular product offerings. It aggregates emotional response ratings for various dimensions of the vendor-client relationship and product effectiveness, creating a powerful indicator of overall user feeling toward the vendor and product.
While purchasing decisions shouldn't be based on emotion, it's valuable to know what kind of emotional response the vendor you're considering elicits from their users.
Footprint
Negative
Neutral
Positive
Feature Ratings
Lead Distribution
Lead Scoring
Interaction Planning
Prospect Tracking
Lead and Contact Categorization
Lead Generation
Data Ingestion and Interoperability
Omni-Channel Communication Tracking
Analytics and Reporting
Mobile
Vendor Capability Ratings
Ease of Customization
Vendor Support
Ease of Data Integration
Quality of Features
Breadth of Features
Ease of Implementation
Business Value Created
Availability and Quality of Training
Ease of IT Administration
Product Strategy and Rate of Improvement
Usability and Intuitiveness
LeanData Reviews

Kate S.
- Role: Finance
- Industry: Finance
- Involvement: End User of Application
Submitted Mar 2025
A Sauce platform
Likeliness to Recommend
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
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Daniella W.
- Role: Sales Marketing
- Industry: Technology
- Involvement: End User of Application
Submitted Feb 2025
Super robust workflow capabilities
Likeliness to Recommend
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
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Michael L.
- Role: Sales Marketing
- Industry: Technology
- Involvement: End User of Application
Submitted Feb 2025
Very flexible business logic to build routing
Likeliness to Recommend
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
Please tell us why you think this review should be flagged.
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