Complete Leads | Routing | Matching | Round Robin | AI Workflows | No-Code

Traction Complete Works!

Traction complete is one app used that does not require consent tweaking an updating. It works and does not our admins to spend time managing it. The lead matching and assignments are so stable that we do not worry about them working or creating errors. Plus the implementation and service teams are top notch and always willing to help as we add and grow. An absolutely indispensable app!

Traction Complete Lets You Change Your Mind

Traction Complete has been an integral tool in helping us automate Lead routing. While our goal is always to simplify, the inevitability of complicating requirements (out of necessity) is real, that's the pain point this tool solves. We were able to set up Traction Complete in a way that fulfills all our requirements and forget about it until we changed our minds and goals (change is a gift!). We could not have built a set and forget instance without the continued support of our CSM! She helped us through figuring out what we REALLY want, and made those rules work within the bounds of Traction Complete. Thank you, Poornima! Tips & Tricks to share: - In the words of a wise man 'you just need to know what you want to do,' and preferably, know this before you make big changes to Traction Complete. - Know which fields in your org will help you achieve what you want to do. - Create a backup flow for reference before making your big changes. - When it starts getting complicated, take the time to create a doc listing your rules to easily identify what needs to change when you are ready for the next big step.

Excellent Support

Traction Complete is a phenomenal tool for our organization. The Lead routing process it offers has allowed our company to streamline a lot of our processes. It is reliable, consistent and allows the admins to have ease of use with managing. The product is great but the support you receive from the customer success team is fantastic. We feel very fortunate to work with their team of dedicated professionals. Any time there is something that looks like it might not be acting correctly their customer success team is on the issue and very responsive to get you the proper answers. It is refreshing to see tech support perfected on this kind of scale. I highly recommend looking into implementing this product for your org's needs.

Amazing Customer Service

When we were looking for a lead assignment program, we had hoped to find a program that met our current and future needs. We chose Traction Complete not only for the features but also the customer service. The team at Traction helped us set up our system and we were using the program within just a few hours. Unlike other companies, they stayed in contact throughout the year. It is rare to find a company that allocates resources towards really good customer service.

Phenomenal Customer Success Team

Traction Complete has been a great tool in helping our team with lead assignment rules that consider account matches. You have a lot of control over the matching rules and priority. By matching leads to existing accounts it has also allowed us to pull in account fields on the lead to segment those individuals much easier for marketing campaigns. It is a continuous process to make tweaks and make sure it's working for your use case, but their customer success team is incredible. Our customer success manager Poornima is so responsive and more than willing to jump in and make changes, explore issues, and help test changes.

Great Lead assignment tool

Traction Complete is a fantastic tool for assigning leads. We have a fairly complex and odd set of rules and the tool was able to accommodate our needs. By doing matching with merge and convert automatically, it removes records and reduces duplication errors before even getting to a person. I have been extremely impressed with the capabilities and keep learning new things and new applications for use. I highly recommend Traction Complete!

TractionComplete for Lead Routing and Cross-Object Ownership

TractionComplete has been a wonderful addition to our Sales stack. We use TC primarily to route new cold/MQL leads to the sales team, and cross-reference account and contact ownership to make sure that each new lead gets to the right person at the right time. Our MQL conversion rates have improved, and we have streamlined the process so that our managers and admins are spending much less time dealing with ownership conflicts and research. The Success/Implementation team was wonderful, and helped us fulfill some complex requirements. TC releases new features regularly without extra cost, improving an already great product and further maximizing the value of their product. Highly recommend TractionComplete for lead routing, account-based matching and maintaining lead/account/contact ownership.

Great addition to our Salesforce platform

Traction Complete has been a game-changer for our team by increasing efficiency, strengthening data integrity and simplifying operations. We use it for lead routing, duplication matching and tracking lead response time. Among the many examples of solving challenges, our sales team used to have frequent lead ownership disputes due to duplicate Salesforce data. This caused interpersonal conflicts and process problems. Now they have insight directly into duplication possabilities across multiple objects and we rarely have disagreements anymore. In addition Traction has amazing support. We frequently receive updates on new product features and changes. This allows us to plan and create solutions to process challenges we face. They are passionate about their product and have focused direction in developing it. Keep up the good work!

Lead Conversion and Account Matching Tool

Working with Traction support and implementation has been amazing. Support team is always willing to spend the time to build out a solution and are hands on when it comes to update deployments. Best part has been the constant updates to the platform and listening to feedback and functionality requests.

Great Solution

I have implemented Traction Complete for several clients with various use cases including lead assignment and enriching leads with data from matched accounts. The latter helps to address a big gap in native functionality for named account / ABM sales models by giving sales reps a holistic view of all the prospects within their target accounts. My experience with the services and support team was exemplary across the board. And the company continues to innovate, adding valuable functionality beyond salesforce's native capabilities.