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If you're here, you’re likely scouring the market for a LeanData alternative. Or a solution that doubles as a meeting scheduler and a revenue generator.
It’s a big decision concerning your tech stack and it’s only natural that the oldest player in the game, LeanData, is a contender on your list. And its alternatives are right behind giving it a tough fight.
The good news is we can help #MakeBuyingSimple for you.
You know what makes LeanData a fantastic solution. So do we. And so does everyone who has used it at some point.
But what about its flip side? Its not-so-good parts and the challenges it causes rather than solves?
TBH, is LeanData all that you think it to be?
Before we unpack that, let’s give you a quick rundown on the 2 products that LeanData offers.
BookIt
A flexible no-code automated scheduling solution that helps you eliminate back-and-forth emails and maximize seller efficiency. Has 2 offerings within it - BookIt for Forms and BookIt Handoff.
Not only does it enable your inbound prospects to immediately book meetings after submitting your web forms, but also lets reps immediately book prospect meetings with other team members directly within Salesforce.
It provides complete context around every buyer signal that enters Salesforce and helps in lead-to-account matching. Plus, it enables you to automatically assign the best rep for each prospect, according to any business logic within Salesforce.
Revenue Orchestration
It brings all your revenue tools into one place and forms the bridge between the people, data, and processes that drive your revenue growth.
This includes connecting each buyer with the right rep (according to assignment logic such as round robin and territory), gaining context around every buyer signal that enters Salesforce, and automating assignments and updates of Salesforce records at scale.
But now let’s get to what you are here for.
We’ve heard that LeanData can be over the budget for a lot of businesses and can limit your scope of setting up advanced routing logic. As a Salesforce-native solution, there are also whole other challenges on the horizon for both new and existing customers.
Source: G2
5 key reasons why businesses look for LeanData alternatives
- Pricing is expensive
Starting at $25/connected calendar/month for BookIt and $39/user license/month for Revenue Orchestration, LeanData is a lot more expensive compared to other solutions in the market.
Additionally, if you want to ensure the hygiene and sanity of your Salesforce CRM, you’ll have to get the Cloudingo addon that starts at $2.5k and helps with deduplication and data cleansing.
- Works with Salesforce only
LeanData works only with Salesforce CRM. So if you’re on any other CRM, it is not a viable option. And it definitely does not make sense to switch CRMs to use another solution.
- Limited Integrations
When it comes to integrations, the options are limited and only seem to be available with tools that have a higher price point. There also seems to be very little clarity on the video conferencing and calendar tools that it syncs with. This is a key factor you’d look out for while evaluating a scheduling and routing software. - Can take a while to get started
Onboarding and implementation can take up to several weeks with LeanData. And also requires you to have dedicated resources and time who can set up and maintain the platform. - Outdated UI and UX
When it comes to UI, LeanData’s interface resembles a logic map. It has different “nodes” that are shaped differently and can represent a match, decision, or action. When the routing logic is fairly simple, the map is easy to follow and comprehend. However, as your logic gets more complex and advanced, the map tends to get messy and chaotic. And it becomes hard for your team to comprehend and use to make necessary updates.
Now that we know why businesses are looking for alternatives to LeanData, for both their scheduling as well as routing & data management needs, let’s take a look at the top solutions that are in contention.
We’ve put together the 3 best LeanData alternatives for both use cases, along with their pros, cons, and pricing structure. Because no matter how big or small, every single detail counts when it comes to choosing the right platform for your team.
For your simple scheduling and meeting booking needs
1. RevenueHero
An inbound revenue acceleration platform, RevenueHero, helps businesses enhance the B2B buying experience. It helps you book more qualified meetings, connect high-intent website visitors to the right rep instantly, reduce the sales cycle, and drive more pipeline without hurting budgets.
If you ever need a solution that lets you instantly qualify, route, and show your best sales rep's calendar immediately after a form submit, RevenueHero gives you the best bang for buck.
What makes it great
- Lets you connect high-intent qualified buyers with the right sales rep instantly throughout the buying journey, right from booking meetings on the website to handoffs between sales teams.
- Prospects can book meetings directly on your website or through emails with one-click scheduling. You can finally close the book on “email ping-pong” to confirm availability for meetings.
- Enhance buyer experience by enabling targeted messaging and automatic follow-ups & reminders with personalized communications and meeting links. Plus, you can keep leads hooked with calendar invitation content that is tailor-made for them.
- Pricing plans that are designed to be in sync with the value provided to your sales teams in the form of booked meetings - a solution that’s better for your ROI and bottom-line metrics.
- Smooth, seamless, and speedy implementation to get your workflows and use cases up and running in less than a couple of days. Plus, our onboarding and support team are always just a Slack message away.
Pricing
Our pricing is designed to be in sync with the value provided to your sales teams — booked meetings. We offer a free trial with a guided, risk-free proof of concept and have 2 pricing plans for you to choose from.
Monthly commitment:
- Inbound Essentials
Starts at $25/user/month and is perfect for small teams that get less than 50 meetings in a month and want to boost their inbound conversions. There is no additional platform fee that is charged under this plan. - GTM Enterprise
The preferred plan for larger teams and enterprises that are looking to accelerate revenue growth and get more than 50 meetings in a month. This plan also starts at $25/user/month along with an additional $79/mo platform fee which does not change based on the number of users or leads submitted.
2. Calendly
Calendly is an easy-to-use scheduling automation platform that allows individuals to quickly and conveniently book meetings with each other. All you have to do is customize your scheduling link and invite your desired meeting participant via email. They can choose the most suitable time for both parties, and Calendly takes care of the rest.
What makes it great
- Creates scheduling links and booking pages for one-on-one meetings
- Send reminders and follow-ups for meetings
- Integrates with a host of calendar, email marketing, and video conferencing platforms
- Setup and modify availability times based on user time zones
- Quick implementation with few setup requirements
- Easy-to-use branding and customization options are available
- Cost-effective pricing (starts at $16 /seat/mo for the Teams plan)
What can be better
- Calendar sync and availability times can be out of sorts
- The booking page tends to be slow and at times unresponsive
- To qualify, route, and schedule meetings instantly, you'll need to be on the enterprise plan and buy at least 30 seats
- Since Calendly takes visitors to another page to book meetings, it causes marketing attribution to get missed a lot of times
- Only Professional plans and higher customers can connect to HubSpot CRM, while Teams and Enterprise can integrate with Salesforce CRM.
- Routing leads via ownership is only possible if you use Salesforce CRM
- Only customers on the Enterprise plan get a dedicated Calendly account partner, onboarding and implementation assistance, adoption guidance, and security & legal reviews
If you were considering Calendly right after LeanData, we’d like to show you how it stacks up against RevenueHero.
Psst... you might also be interested in other Calendly alternatives.
Pricing
Calendly offers a free 14-day trial and has 5 different pricing plans for you to choose from:
- Basic: Can be used free of cost
- Essentials: Starts at $8/seat/month
- Professional: Starts at $12/seat/month
- Teams: Starts at $16/seat/month
- Enterprise: Custom plan for which you’ll have to get in touch with their sales team
3. HubSpot Meetings
HubSpot Meetings offers a convenient way for prospects to effortlessly schedule meetings with either one or multiple individuals within your company. The meeting scheduler integrates with the applications your team already uses and is directly connected to your HubSpot CRM database.
What makes it great
- Robust sync with Google and Office 365 calendars and other business applications
- Embed your scheduling link on your website or use the shareable booking link via email
- Create a round-robin meeting link so customers can meet with whichever rep’s schedule works best
- Simple navigation with an easy-to-use interface
- Let prospects schedule time with multiple people with group meeting links
What can be better
- Only when used with other HubSpot products, is customization possible
- Advanced features that help automate sales operations come under the higher-priced plans
- Meeting routing is nearly impossible, which is essential if you have more than 2 sales reps
If HubSpot Meetings was a strong contender in your list, we’d like you to take a moment and see how it stacks up against RevenueHero.
Pricing
HubSpot Meetings offers a free 14-day trial and has 3 different pricing plans for individuals and small businesses to choose from.
Monthly commitment:
- Free Tools: Can be used free of cost (although you may have to buy the Starter CRM Suite which starts at $50/month if you are a new HubSpot customer)
- Starter: Starts at $20/month
- Professional: Starts at $890/month + a required, one-time Professional Onboarding for a fee of $3,000
HubSpot Meetings also has 2 different pricing plans for businesses and enterprises to choose from.
- Professional: Starts at $890/month + a required, one-time Professional Onboarding fee of $3,000
- Enterprise: Starts at $3,600/month + a required, one-time Enterprise Onboarding fee of $6,000
For your advanced account matching and lead routing needs
1. RevenueHero
We don’t need to introduce ourselves again, do we?
If we have to, all we’d like to say is that at RevenueHero we like to #MakeBuyingSimple for you and your customers. And this means ensuring qualified leads meet the right executives from the get-go.
What makes it great
- Saves time on manually qualifying leads and assigning the right reps to your most valuable prospects via instant qualification.
- Ensures qualified leads are routed to the sales rep best equipped to convert them through round-robin, lead-to-account matching, and smart meeting distribution capabilities.
- Helps you hit targets and stay on track with granular reports on buyer behavior, meeting outcomes, and conversion patterns.
- Campaign router
- Pricing plans that are designed to be in sync with the value provided to your sales teams in the form of booked meetings - a solution that’s better for your ROI and bottom-line metrics.
- Smooth, seamless, and speedy implementation to get your workflows and use cases up and running in less than a couple of days. Plus, our onboarding and support team are always just a Slack message away
What can be better
- One thing we’ve had some of our customers say is that we need to ramp up the documentation. And we're actively working on it. Although our live onboarding & live support via Slack channels surely make up for it.
Plus, we are always open to understanding the challenges our customers face or finding out what capabilities they would like to see. And we take it straight to the drawing board and have our team come up with solutions.
Take it straight from our customers, who are the voice of our brand and champion our solution to the world. Seriously. You should see what they have to say about the impact RevenueHero has had on their business.
Source: G2
Pricing
We offer a free trial with a guided, risk-free proof of concept and have 2 pricing plans for you to choose from.
- Inbound Essentials: Starts at $25/user/month
- GTM Enterprise: Starts at $25/user/month along with an additional $79/mo platform fee which does not change based on the number of users or leads submitted.
2. Chili Piper
Chili Piper is a scheduling platform designed to help businesses streamline the lead-to-booking process and improve inbound conversion rates. It predominantly caters to larger revenue teams with high-volume leads who need automated lead routing and qualification. Its capabilities are unbundled and sold as separate products. (Instant Booker, Form Concierge, Handoff, Distro)
What makes it great
- Route leads based on account owner, geography, industry, company size, or any other custom routing rules your business requires
- Distribute warm leads to the appropriate rep based on trigger events, such as reaching the lead score threshold, and field updates in Salesforce amongst others
- Compatible with CRMs such as Salesforce or HubSpot CRM and sales engagement platforms including Outreach, SalesLoft, and High Velocity Sales
- Send customizable SMS and email reminders to increase meeting show rates
What can be better
- While you have the ability to customize components to your brand’s style, the main drawback here is you require significant developer assistance, time, and effort to do so
- The booking widget load time is slow and can be anywhere from 8 to 13 seconds depending on the complexity of the rules, causing a high drop-off rate
- Since it is primarily built for Salesforce, customers who use HubSpot, Zoho, or any other CRM find the integrations to be weak and frustrating
- When it comes to looking up account ownership in your CRM, Chili Piper does not let you dynamically check and match leads with the right account owner. You’ll need a lot of admin work to get it right.
- Plus, it does not let you distribute your leads via a strict round-robin.
- As the products are bundled and sold separately, you’ll have to buy more than 1 to accommodate your advanced routing needs. The tiered platform fees, admin licenses, and hidden costs like minimum licenses make it more expensive than it could be. You can find a detailed analysis of Chili Piper’s pricing plans here.
- And finally, we’ve heard that you might have to wait for days or even weeks for the team at Chili Piper to get back to you and resolve your implementation queries.
Pricing
Chili Piper does not offer a free trial and has 4 different pricing plans for you to choose from.
Monthly commitment:
- Instant Booker: Starts at $22.5 per user per month
- Handoff: Starts at $37.5 per user per month
- Form Concierge: Starts at $45 per user per month, plus a Tiered Platform Fee*
- Distro: Starts at $45 per user per month
*Chili Piper’s Tiered Platform Fee is calculated based on how many leads are submitted per month.
If you submit up to 100 leads, the platform fee is $225. For up to 1000 leads the fee is $600 and for more than 100 leads you are charged a fee of $1500.
If you’d like to explore alternatives to Chili Piper beyond LeanData, there are a ton of great options for you to choose from. We even put together the top 10 Chili Piper alternatives list for you.
3. Qualified
Qualified is a pipeline generation platform for revenue teams that only use Salesforce. Since it is built on Salesforce, it helps connect the website with Salesforce data to identify account-based buyer intent and facilitate real-time sales conversations. Its platform is called Pipeline Cloud which offers 3 different products - Qualified Conversations, Qualified Meetings, and Qualified Signals. It helps businesses maximize website conversions with live chat, chatbots, meeting scheduling, and actionable intent data.
What makes it great
- Has an AI chatbot that helps your sales teams engage with prospects on your website
- Qualify leads and book meetings right from your website
- It allows you to see which businesses come to your website and engage in conversations
- Sales teams get alerted when their target accounts visit the site
- Smart buttons give your buyers instant access to sales rep calendars to help schedule meetings in just a few clicks
What can be better
- Since it is natively built for Salesforce, it does not support any other CRM such as Zoho or HubSpot
- Integrations available across other categories such as video conferencing, calendars, marketing automation, data enrichment, and more are few and limited. And if you look closely, the options available are tools that are on the higher end of the pricing scale.
- The scheduling capability is quite basic and might not fit all the requirements of today’s revenue teams
- Advanced routing and distribution capabilities are limited and are restricted to Salesforce-driven routing rules
- Most importantly, their pricing for its most basic package starts at a whopping $3500 per month.
Pricing
Qualified does not offer a free trial and has 3 different pricing plans for you to choose from.
Yearly commitment (only):
- Growth: Starts at $3500/user/month
- Premier: Starts at $6000/user/month
- Enterprise: Custom plan for which you’ll have to get in touch with their sales team
It all comes down to this
Whether you are a small company or a large enterprise, you should be evaluating a solution that makes your life easier. And not the other way around.
While LeanData is a great solution without a doubt, it may not be the right one for your use case and business needs.
LeanData is right for you if:
- You have a large marketing team and can afford to have one person dedicated to manage the tool and its complexity
- You use Salesforce CRM and have a developer to help set up advanced routing logic
- You have a bigger budget and can afford a longer time before seeing ROI
- You don’t mind buying and managing 2 different tools for scheduling and routing leads
But, if you want to:
- Give your qualified prospects the shortest and fastest route to the right sales rep’s calendar,
- Help your sales team book more qualified meetings and double down on conversion,
- Route and distribute leads amongst your sales team in the most effective and efficient way
- Optimize your entire buyer journey across your funnel and across all your teams,
- Get a solution with great ROI and even greater customer support
Then we highly recommend you give RevenueHero a try.
You can book a 30-minute personalized session with our team, where together we’ll explore how RevenueHero can increase conversions and meetings held for your business as well as accelerate revenue growth.
It’s a solution that is designed for GTM teams who want to prioritize what truly matters - selling, generating pipeline, and staying productive.
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