LeanData Routing vs LeanData Matching & — Salesforce

LeanData Routing Reports vs LeanData Matching & Routing

Side-by-side comparison · 24 data points

LeanData Routing Reports

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Give leaders insight into how your revenue process is performing. Skip building reports from scratch, and optimize your processes by using out-of-the-box reports that pull from LeanData metrics and routing results.

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1. Listing metadata

Field-level data

	LeanData Routing Reports	LeanData Matching & Routing
Tagline	“Give leaders insight into how your revenue process is performing. Skip building reports from scratch, and optimize your processes by using out-of-the-box reports that pull from LeanData metrics and routing results.”214 chars	“LeanData is the leading AI GTM Orchestration platform, sitting at the intersection of AI agents, human sellers, and the systems they share—matching and routing leads, contacts, and accounts to the right rep at the right time. ”226 chars
Description	910 / 2000 chars46% used	1136 / 2000 chars57% used
Screenshots	—	—
Languages	en	nlenfifrde+11 more
Platforms	Salesforce	Salesforce
Developer	LeanData Inc.	LeanData Inc.

At a glance

7 metrics · auto-computed

Feature comparison between LeanData Routing Reports and LeanData Matching & Routing
Metric	LeanData Routing Reports	LeanData Matching & Routing
Rating	—	4.9 ★
Total reviews	0	283
Free plan	★ Yes	—
Pricing	free	paid
Listed features	4	★ 9
Languages	1 supported	16 supported
Listed since	Feb 2024	Oct 2013

Listed	February 9, 2024	October 21, 2013

Last updated	—	—

2. Features

As listed by each developer

LeanData Routing Reports

60+ pre-built reports, dashboards, and report types— including the Time-to-Action Dashboard with extended SLA timer metrics from LeanData's Track SLA node. Track SLA compliance and time-to-action beyond the formal SLA window, right out of the box.
Understand how records are distributed and acted on— pre-configured Salesforce reports show routing volume, ownership, and outcomes without starting from scratch.
Show LeanData's value to leadership— dashboards that make routing performance and revenue impact easy to show stakeholders.
Find what to improve— get the insights to optimize performance across your revenue teams fast.

LeanData Matching & Routing

ORCHESTRATE EVERY GO-TO-MARKET PROCESS, WITHOUT CODE Design and automate complex routing and assignment workflows in minutes using LeanData FlowBuilder. Easily handle any GTM motion: inbound, outbound, account-based, and more with no-code automation.
CONNECT DATA AND SIGNALS ACROSS YOUR TECH STACK Unify data from Salesforce and connected systems into one trusted view. Our AI-powered matching engine maps leads, contacts, accounts, and opportunities with 95% accuracy, keeping your CRM data clean.
OPERATE WITH CONFIDENCE AND VISIBILITY Gain full audit trails, routing insights, and SLA tracking to keep your processes running smoothly. Quickly troubleshoot, validate changes, and report on performance, all from within Salesforce.
AI-POWERED INSIGHTS AND JOURNEY VISIBILITY LeanData doesn’t just automate. It gives visibility into how your GTM processes perform. Use Journey Tracker and AI-powered insights to see the full buyer journey, identify bottlenecks, and continuously improve.
ENTERPRISE-GRADE CONTROL AND GOVERNANCE Operate with precision across business units, geographies, and complex orgs. Built-in validation, auditing, and business-unit separation ensure clean data and secure operations at scale.
BUILT FOR SCALE AND CHANGE LeanData’s extensible architecture lets you evolve your GTM processes without disruption. Easily adjust for new territories, team structures, or product lines, no developer support required.
INTEGRATES WITH THE TOOLS YOU ALREADY USE LeanData connects your CRM to marketing automation, sales engagement, enrichment, and scheduling tools, creating one connected GTM system.
DETERMINISTIC ACTION FOR EVERY AI SIGNAL AI is probabilistic by design. LeanData makes sure every AI-generated signal, from SDR agents to intent platforms, is routed, actioned, and fully auditable, every time.
ONE PLATFORM POWERING THE FULL CUSTOMER LIFECYCLE Route inbound leads, automate onboarding handoffs, flag churn risk, and surface upsell signals. LeanData connects every signal to the right action, from acquisition to expansion.

4. Search rankings

Top 5 keywords · shared rankings prioritized

Keyword	LeanData Routing Reports	LeanData Matching & Routing
keep your	Not ranked	#1
go-to-market	Not ranked	#1
connects	Not ranked	#1
optimize	#8	Not ranked
report	#12	Not ranked

6. App details

Long-form description · keyword frequency

LeanData Routing Reports

Out-of-the-box Salesforce Reports and Dashboards, plus pre-built custom report types: • Time-to-Action Reports & Dashboard (SLA compliance + extended timer tracking) • Log Object Report & Dashboard (routing volume, ownership, outcomes) • Round Robin Pool Reports (members, managers, settings) • Territory Geo Report • CC Inserted Object Reports (Hold Until / time-based routing) • Scheduling Reports (Meeting Log + Authorization Status) • Journeys Reports & Dashboard (Journey activity, members, and signals — with opportunity attribution) Gives sales and ops leaders clearer visibility into key revenue processes and time-to-action. Saves the time of building reports from scratch, so ops teams can build more efficient processes and demonstrate LeanData's value to their organization. Every report is easy to adjust — clone any report type, each built on LeanData's reporting objects, and customize freely.

Top keywords

reports7×6.03%
report5×4.31%
dashboard3×2.59%
leandata's2×1.72%
log2×1.72%
members2×1.72%
object2×1.72%
ops2×1.72%
processes2×1.72%
reports dashboard2×1.72%
routing2×1.72%
time-to-action2×1.72%

LeanData Matching & Routing

LeanData’s Intelligent Go-to-Market Orchestration platform helps companies make smarter decisions and drive better GTM outcomes by making sure their data, tools, agents, and people work together seamlessly. As the connective tissue of the GTM tech stack, LeanData allows companies to: Speed-to-Lead: ✔ Route right leads to the right reps instantly ✔ Build complex routing rules without code ✔ Route based on campaigns, territory, or accounts Lead Matching: ✔ Automatically match leads to correct accounts ✔ Update leads with account context ✔ Prevent duplicates with fuzzy matching technology Lead Management: ✔ Track routing with audit logs and visual insights ✔ Automate SLA tracking and reporting ✔ Customize alerts for sales productivity AI-Powered Orchestration: ✓ Explain any routing decision in plain language with AI assistant ✓ Extract intent and sentiment from free-text fields with AI Inference Node ✓ Route every AI SDR-qualified meeting to the right rep Integration: ✔ Works with Outreach, Salesloft, Slack, Salesforce and many other tools ✔ 100% Salesforce native Learn more: https://www.leandata.com/demo-request/

Top keywords

ai3×1.94%
leads3×1.94%
leandata3×1.94%
route3×1.94%
routing3×1.94%
accounts2×1.29%
companies2×1.29%
gtm2×1.29%
lead

Frequently asked

Common questions about this comparison

Is LeanData Routing Reports or LeanData Matching & Routing cheaper?

LeanData Routing Reports is the cheaper option — it offers a free plan (free). LeanData Matching & Routing starts at paid. Both publish their pricing on the Salesforce AppExchange; AppRanks mirrors what's listed on each refresh cycle.

Should I choose LeanData Routing Reports or LeanData Matching & Routing?

AppRanks cannot separate these two on rating, because neither publishes one. LeanData Matching & Routing does carry the larger published review base (283 vs 0). Read both apps' detail pages for the feature breakdown and recent listing changes.

Which is faster to set up, LeanData Routing Reports or LeanData Matching & Routing?

Both apps are one-click installs from the Salesforce AppExchange. LeanData Matching & Routing has the deeper published review base (283 vs 0), which often — though not always — accompanies better-tested setup docs. AppRanks doesn't measure setup time directly: read the recent reviews on each app's detail page for user-reported install experience.

Which works better for small vs large Salesforce AppExchange admins?

LeanData Routing Reports typically suits early-stage and growth-mode teams based on its published review base (0 reviews). LeanData Matching & Routing typically suits early-stage and growth-mode teams based on its published review base (283 reviews). A larger review base generally means the app has been exercised at scale — relevant if you are processing high volume or handling enterprise compliance requirements.

Can I migrate data between LeanData Routing Reports and LeanData Matching & Routing?

Migration support varies by app and category. LeanData Routing Reports and LeanData Matching & Routing both publish their export options on their marketplace listing pages (or in their support docs); some apps offer one-click import from competitors, others require CSV. The fastest check: search "import from LeanData Routing Reports" in each app's help center. AppRanks does not track migration tooling directly — this is a category-specific capability worth verifying before commitment.

LeanData Routing Reports vs LeanData Matching & Routing

LeanData Routing Reports

1. Listing metadata

LeanData Matching & Routing

At a glance

AppRanks verdict

2. Features

3. Categories & rankings

4. Search rankings

5. Activity in the last 90 days

LeanData Routing Reports · 4 changes

LeanData Matching & Routing · 4 changes

6. App details

Frequently asked

Is LeanData Routing Reports or LeanData Matching & Routing cheaper?

Should I choose LeanData Routing Reports or LeanData Matching & Routing?

Which is faster to set up, LeanData Routing Reports or LeanData Matching & Routing?

Which works better for small vs large Salesforce AppExchange admins?

Can I migrate data between LeanData Routing Reports and LeanData Matching & Routing?

See full keyword rankings, install trends, and weekly alerts

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