Lead-to-Account Matching Software

Lead-to-Account Matching Software

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About Lead-to-Account Matching

Lead-to-Account Matching is a lead management solution that helps businesses orchestrate and automate the go-to-market processes to improve buyer experiences. The platform enables sales managers to receive contacts, accounts and lead opportunities. Administrators can define matching rules to connect leads with accounts on a unified interface. Additionally, Lead-to-Account Matching allows teams to track duplicate accounts and manage parent-child account hierarchies. Lead-to-Account Matching lets businesses update information regarding revenue and industries across accounts to create personalized marketing campaigns. ...
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Lead-to-Account Matching User Reviews

OVERALL RATING

SECONDARY RATINGS

Ease-of-use

4.5

Value for money

4.5

Customer support

4.5

Functionality

4.5

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Showing 10 reviews

User Profile

Caterina

Verified reviewer

Company size: 1,001-5,000 employees

Industry: Telecommunications

Time used: Less than 6 months

Review Source: Capterra

This reviewer was invited by us to submit an honest review and offered a nominal incentive as a thank you.
5

Ease-of-use

out of 5
5

Value for money

out of 5
5

Customer support

out of 5
5

Functionality

out of 5

June 2020

Best lead management tool ever

This was the biggest project I completed in such a short time span (2-3 months).

Pros

The team, the ease of implementation, the ease of the tool, the analytics it provides, being able to troubleshoot, being super flexible in filters and flows

Cons

None! The team is the best people I’ve ever worked with.

Reasons for choosing Lead-to-Account Matching

It was way more flexible and easier to use

User Profile

samantha

Verified reviewer

Company size: 501-1,000 employees

Industry: Computer Networking

Time used: More than 2 years

Review Source: Capterra

This reviewer was invited by us to submit an honest review and offered a nominal incentive as a thank you.
4

Ease-of-use

out of 5
4

Value for money

out of 5
4

Customer support

out of 5
4

Functionality

out of 5

September 2020

Great tool!

LeanData is an app that helps the companies in making various analysis more acceptable and qualitative. There are variety of leads available in the app and by using these leads one can easily make comprehensive analysis of the data for decision making purposes.

Pros

It is the best source of bridging the gap between sales and the accounts information. By minimizing the gaps users can easily create a link between sales to accounts and can create qualitative analysis. The app also provides detailed description of the market which core market analysis do not provide.

Cons

The app comes with limited features and does not involve any information about the sales touches. This mislead the user. Documentation is an important part of any system. This system does not give in detail documentation features and is limited in this regard as well.

User Profile

Sarah

Verified reviewer

Company size: 51-200 employees

Industry: Computer Software

Time used: Less than 6 months

Review Source: Capterra

This review was submitted organically. No incentive was offered
1

Ease-of-use

out of 5
1

Value for money

out of 5
1

Customer support

out of 5
1

Functionality

out of 5

January 2019

Misaligned Sales and CS teams

NONE. Working with LeanData means, babysitting. They are not proactive and have no interest in answering any questions outside of their "implementation methodology."

Pros

We've been a customer for several months at this point and lean data has delivered no value. Their support team is not client focused, their priority is following their internal "implementation methodology" regardless of use case.

Cons

Unfortunately, the sales and customer support team are completely misaligned. Their talented sales reps understand that LeanData should solve business problems, their customer success team does not. After several months, the customer success team is still unable to provide a list of technical requirements to get up an running or share an implementation guide. The team consistently does not respond to emails and prefers to schedule a call to answer any question. As a tech professional that wears multiple hats, THIS IS NOT FEASIBLE.

Anonymous

Company size: 51-200 employees

Time used: Less than 2 years

Review Source: Capterra

This reviewer was invited by us to submit an honest review and offered a nominal incentive as a thank you.
5

Ease-of-use

out of 5
5

Value for money

out of 5
5

Customer support

out of 5
4

Functionality

out of 5

April 2019

Definitely the top lead converter in the market

It’s helped our start up route our leads and has been crucial to our success

Pros

We use lean data to route all of our leads. As we convert our leads directly into contacts, lean data allows us to take logic and apply it to the lead. This then allows us to assign it to the right Rep. I love their round robin feature that creates an easy way to round robin leads based on criteria.

Cons

The only cons of lean data are that it takes a few Minutes to convert leads and if there are a large volume of leads coming in at the same time, lean data can sometimes barf or get backed up.

User Profile

Rachel

Verified reviewer

Company size: 11-50 employees

Industry: Computer & Network Security

Time used: Less than 6 months

Review Source: Capterra

This review was submitted organically. No incentive was offered
5

Ease-of-use

out of 5
5

Value for money

out of 5
5

Customer support

out of 5
5

Functionality

out of 5

April 2019

Makes complicated lead routing super simple

The customer support has been outstanding. We just told our LeanData CSM what we wanted and she built everything for us. We would test it, and then she would re-adjust until it was perfect. Very quick response, and always so helpful.

Pros

Our company has a fairly complicated lead routing workflow. Leads are distributed among a team of 25 - by geo, device size, account status, and by marketing engagement. This would have been impossible with our previous solution, but LeanData makes it dead simple. And if by chance, we ever have an inquiry about why a Lead was routed to a particular person, we can look at the Audit logs to investigate.

Cons

Not a lot of cons. It works as it should. The lead matching is not 100% perfect, but no tool is. And we have other data integrity/de-duping tools that help with that.

Showing 10 reviews