Stevanie at LeanData! I reached out for help in understanding our existing setup (as it's something I inherited) and she was SO helpful. She came to our call having already reviewed our flows and provided many great improvement recommendations. LeanData allows us to automate SO many processes. To name a few: converting leads to contacts, checking for dupes when new leads are generated, creating records to match new leads generated (after checking to see if account already exists in SF), automatically populating opportunities when specific trigger criteria is met... and we're just getting started. Random fun fact: I love that you can customer label and COLOR nodes in your flows. The color coding is a great visual aid when making changes to logic; additionally, the customer node labeling gives you the ability to easliy decipher audit logs to see what paths records took in your flows.

i have been trained on lean just 2 months back so far my experince with lean data has been amazing. It changed my life for better , now i do not struggle with lead routing. Manual task of converting leads to contacts and checking duplicates was killing alot of my work time. Thank you Leandata for easing my job. I love vacation option for lead routing when any sales rep is away on vacation.

It is such an easy tool to use. Gives a full overview of where does the lead go, what enrichment is missing as you can get email notifications, you can pause the leads and use round robons for "other"leads. My most favorite part is creating a report in SF where you have a full view of the leads which needs to be enriched so it can be routed to the reps. And we are using on a daily basis. and the courses there great as well!