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LeanData, Inc.

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919 reviews
  • 1 profiles
  • 5 categories
Average star rating
4.6
#1 in 2 categories
Grid® leader
Serving customers since
2012
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LeanData, Inc. Reviews

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Profile Name
Star Rating
711
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7
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2
Rob W.
RW
Rob W.
B2B RevOps | MOPs | Sales Ops - Sr. Director, RevOps @ SundaySky
05/23/2024
Validated Reviewer
Verified Current User
Review source: G2 invite on behalf of seller
Incentivized Review

You'll come for the routing. You'll stay for everything else.

LeanData routing provides almost everything that Salesforce's native automations don't - single-object focused process flows on an accessible drag-and-drop interface with comprehensible audits. Yes, AUDITS. But it's not just for routing - you can create these for damn-near any object (custom too for the right price) and for almost any situation. The product really comes into its own when you realize the power of this. The recent addition of example process automations (graphs) for organizations with different complexity environments means you can implement much faster than before. That said, LeanData customer support is among the best I've encountered in a B2B SaaS company, and I've been doing this for more than 15 years.
Chris N.
CN
Chris N.
Manager, CRM & Direct Response Marketing at Epson
05/23/2024
Validated Reviewer
Review source: G2 invite on behalf of seller
Incentivized Review

Good partner, very collaborative and the tool is spot on for the work we do with our B2B leads

The way we are able to automate our lead routing based on multiple decision tree variations.
Shaun H.
SH
Shaun H.
05/22/2024
Validated Reviewer
Verified Current User
Review source: G2 invite on behalf of seller
Incentivized Review

A flexible and easy to use routing solution

LeanData has come out with so many great developments over the years. Their bread and butter was Lead Routing, and now you can route any object in Salesforce. So many great integrations into other tools as well. It's easy to use, easy to troubleshoot, and overall a very intuitive solution.

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HQ Location:
Santa Clara, CA

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@LeanData

What is LeanData, Inc.?

LeanData, Inc. is a technology company that specializes in lead management and routing solutions for B2B organizations. Their platform focuses on streamlining the process of matching leads to the appropriate sales representatives, enhancing the efficiency of sales operations. LeanData offers tools for lead-to-account matching, attribution, and analytics, enabling businesses to optimize their sales strategies and improve conversion rates. For more information, visit their website at https://leandata.com.

Details

Year Founded
2012