LeanData Features
What are the features of LeanData?
Lead Management
- Segmentation
- Account Identification
Matching
- Priority Matching
- Account Tiebreakers
- Fuzzy Matching
Routing
- Match and Route
- Multi-Objects
- Territories
- Working Hours
Platform Operations
- Service level Agreements
- Audit Logs
- Duplicate Match
- Capping
- Analytics
- Integrations
LeanData Categories on G2
Filter for Features
Lead Intelligence
Market Insights | Provides tools that help identify key topics that are trending, as well as the content that customers are more likely to engage with. This feature was mentioned in 45 LeanData reviews. | 80% (Based on 45 reviews) | |
Account-level Insights | Helps determine the correlation between ad exposure and site visits, assets downloaded, content, leads generated, etc. This feature was mentioned in 62 LeanData reviews. | 86% (Based on 62 reviews) | |
Lead Analysis | As reported in 72 LeanData reviews. Prioritizes leads through lead scoring, market insights, account-level insights, etc. | 87% (Based on 72 reviews) | |
Market Insights | Based on 115 LeanData reviews and verified by the G2 Product R&D team. Provides tools that help identify key topics that are trending, as well as the content that customers are more likely to engage with. | 73% (Based on 115 reviews) | |
Account-level Insights | Helps determine the correlation between ad exposure and site visits, assets downloaded, content, leads generated, etc. This feature was mentioned in 138 LeanData reviews. | 77% (Based on 138 reviews) | |
Lead Analysis | Prioritizes leads through lead scoring, market insights, account-level insights, etc. 154 reviewers of LeanData have provided feedback on this feature. | 84% (Based on 154 reviews) |
Lead Management
Segmentation | Based on 76 LeanData reviews. Provides customer and prospect segmentation capabilities, which in turn assists marketing prioritization and effectiveness. | 90% (Based on 76 reviews) | |
Account Identification | Helps identify and distribute accounts internally, giving prioritization to those that are more likely to convert to sales. 80 reviewers of LeanData have provided feedback on this feature. | 88% (Based on 80 reviews) | |
Segmentation | As reported in 188 LeanData reviews. Provides customer and prospect segmentation capabilities, which in turn assists marketing prioritization and effectiveness. | 85% (Based on 188 reviews) | |
Predictive Scoring | Based on 71 LeanData reviews. Automatically scores prospects based on behavior and engagement levels. | 72% (Based on 71 reviews) | |
Account Identification | Based on 197 LeanData reviews. Helps identify and distribute accounts internally, giving prioritization to those that are more likely to convert to sales. | 86% (Based on 197 reviews) |
Marketing Campaigns
Revenue Planning | Based on 43 LeanData reviews. Helps allocate marketing budget based predicted amount of incoming revenue. | 80% (Based on 43 reviews) | |
Media Attribution | Based on 41 LeanData reviews. Assists in the attribution of marketing budget by identifying successful campaigns and initiatives. | 79% (Based on 41 reviews) | |
Opportunity Timeline | Provides a timeline to visualize the effects of individual campaigns, leads, and other opportunities. 49 reviewers of LeanData have provided feedback on this feature. | 83% (Based on 49 reviews) | |
Customization | As reported in 57 LeanData reviews. Allows for custom report types to match the goals of a company. | 88% (Based on 57 reviews) | |
Journey Analytics | Based on 29 LeanData reviews. Provides tools to analyze every stage of the customer journey to customize an account-based funnel. | 86% (Based on 29 reviews) | |
Omni-Channel Tracking | Provides tracking across multiple digital advertising channels, such as video, mobile, and social media. This feature was mentioned in 72 LeanData reviews. | 74% (Based on 72 reviews) | |
Revenue Planning | Helps allocate marketing budget based predicted amount of incoming revenue. This feature was mentioned in 107 LeanData reviews. | 71% (Based on 107 reviews) | |
Media Attribution | Assists in the attribution of marketing budget by identifying successful campaigns and initiatives. This feature was mentioned in 108 LeanData reviews. | 71% (Based on 108 reviews) | |
Opportunity Timeline | Based on 111 LeanData reviews and verified by the G2 Product R&D team. Provides a timeline to visualize the effects of individual campaigns, leads, and other opportunities. | 72% (Based on 111 reviews) | |
Customization | Allows for custom report types to match the goals of a company. This feature was mentioned in 143 LeanData reviews. | 85% (Based on 143 reviews) |
Campaign Execution
Website Personalization | Provides tools that dynamically serve content, messaging, and calls-to-action. 61 reviewers of LeanData have provided feedback on this feature. | 64% (Based on 61 reviews) | |
Prioritized Accounts | Helps determine which accounts have the highest/lowest opportunity to convert. This feature was mentioned in 126 LeanData reviews. | 80% (Based on 126 reviews) | |
Trending Accounts | Helps determine the direction of each individual account and how to engage through specific content. 106 reviewers of LeanData have provided feedback on this feature. | 74% (Based on 106 reviews) | |
Email Campaigns | Connects sales emails with cross-sell/upsell marketing campaigns across multiple channels. 70 reviewers of LeanData have provided feedback on this feature. | 70% (Based on 70 reviews) |
Matching
Priority Matching | Allows users to prioritize matches based on criteria such as region, account attributes, and other customer information. 312 reviewers of LeanData have provided feedback on this feature. | 88% (Based on 312 reviews) | |
Account Tiebreakers | Provides tiebreaking features when leads match to multiple accounts. 297 reviewers of LeanData have provided feedback on this feature. | 86% (Based on 297 reviews) | |
Fuzzy Matching | Based on 316 LeanData reviews. Provides matching logic features for special characters, acronyms, and other complex names. | 84% (Based on 316 reviews) |
Routing
Match and Route | As reported in 326 LeanData reviews. Automatically routes matched leads directly to account owners. | 92% (Based on 326 reviews) | |
Multi-Objects | Allows users to build custom routing rules. 275 reviewers of LeanData have provided feedback on this feature. | 87% (Based on 275 reviews) | |
Territories | As reported in 270 LeanData reviews. Allows users to assign leads to selected territories and regions. | 86% (Based on 270 reviews) | |
Working Hours | Based on 263 LeanData reviews. Allows users to configure schedules so leads are routed only during working hours. | 88% (Based on 263 reviews) |
Platform Operations
Service level Agreements | Allows users to configure service level agreements so leads get matched and routed as fast as possible. 220 reviewers of LeanData have provided feedback on this feature. | 83% (Based on 220 reviews) | |
Audit Logs | Based on 307 LeanData reviews. Provides features to audit any leads that were misrouted to incorrect accounts. | 90% (Based on 307 reviews) | |
Duplicate Match | Based on 302 LeanData reviews. Provides features to quickly audit leads and identify if there are duplicate leads in multiple accounts. | 86% (Based on 302 reviews) | |
Capping | Based on 199 LeanData reviews. Limits the number of leads to assign to sales reps. | 83% (Based on 199 reviews) | |
Analytics | Provides analytics for tracking and monitoring routing. 255 reviewers of LeanData have provided feedback on this feature. | 80% (Based on 255 reviews) | |
Integrations | Provides integrations for CRMs and marketing automation platforms. This feature was mentioned in 293 LeanData reviews. | 87% (Based on 293 reviews) |
Integrations
Email Integration | This software integrates with popular email providers. This feature was mentioned in 35 LeanData reviews. | 70% (Based on 35 reviews) | |
Zoom Integration | As reported in 31 LeanData reviews. This software integrates with Zoom. | 67% (Based on 31 reviews) | |
Google Meet Integration | As reported in 26 LeanData reviews. This software integrates with Google Meet. | 63% (Based on 26 reviews) | |
Salesforce Integration | This software integrates with Salesforce. 42 reviewers of LeanData have provided feedback on this feature. | 96% (Based on 42 reviews) |
Branding & Customizatio
Custom Booking Page | Based on 32 LeanData reviews. Provide the ability to create a custom booking page. | 76% (Based on 32 reviews) | |
Personalized Links | Based on 31 LeanData reviews. Provide the ability to create custom scheduling URLs. | 77% (Based on 31 reviews) | |
Personalized Web Embed | Provide the ability to create a personalized web embed. This feature was mentioned in 30 LeanData reviews. | 74% (Based on 30 reviews) |
Automatic Rules & Configurations
Set Working Hours | Allow users to set automatic working hours. This feature was mentioned in 37 LeanData reviews. | 89% (Based on 37 reviews) | |
Automatic Updates | Automatically update calendars after a meeting has been booked. This feature was mentioned in 34 LeanData reviews. | 85% (Based on 34 reviews) | |
Buffer Times | Provide the ability to incorporate buffer times, leaving time before and after meetings. This feature was mentioned in 36 LeanData reviews. | 82% (Based on 36 reviews) |
