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LeanData

A data-driven marketing program made especially for B2B companies that are looking to enhance the buying experience

9.2

520 Votes

LeanData: Streamlined data management for efficient sales operations

Overview

LeanData is an exceptional platform designed to optimize sales operations by effectively managing and routing leads. It integrates seamlessly with Salesforce to provide a comprehensive view of customers, thereby enhancing the productivity of marketing and sales teams.

Features and Functionality

LeanData offers a plethora of features that are engineered to support sales and marketing operations. Its standout feature, the lead routing capability, ensures that leads are directed to the most appropriate team or individual. This not only expedites the sales process but also enhances customer experience.

The lead matching feature is another remarkable aspect of LeanData. It matches incoming leads to existing accounts in real-time, thereby preventing duplication and ensuring efficient use of resources. This also helps in maintaining a single, clear version of customer data across the organization.

The software features advanced analytics that provide valuable insights into sales and marketing operations. It aids in the identification of bottlenecks and provides actionable data to improve team performance and conversion rates.

Usability

LeanData is designed with a user-friendly interface that is easy to navigate. The platform is intuitive, minimizing the learning curve for new users. Despite its wide range of features, LeanData maintains an uncluttered layout that enhances usability.

Customer Support

LeanData offers robust customer support, with a dedicated team ready to assist users. The support team is responsive and knowledgeable, providing timely solutions to users' problems and queries.

Integration

The software has a seamless integration with Salesforce, which allows users to leverage the capabilities of both platforms simultaneously. It also supports integration with other business tools, enhancing its versatility and practicality in diverse business environments.

Conclusion

In conclusion, LeanData is a powerful and efficient solution for businesses seeking to streamline their sales operations. Its advanced features, including lead routing and matching, along with its seamless integration with Salesforce, make it a valuable tool for sales and marketing teams. Its user-friendly interface and excellent customer support further enhance the user experience, making it a highly recommended software for data management and lead routing.

Highest-Rated Features:

  1. Territories
  2. Match and Route
  3. Capping

Lowest-Rated Features:

  1. Fuzzy Matching
  2. Analytics
  3. Working Hours
Company
LeanData, Inc.
HQ Location
Santa Clara, CA
Year Founded
2012
LinkedIn® Page
https://www.linkedin.com/company/2627327 (197 employees)
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