Lane Four is an account-based lead management app on the Salesforce AppExchange that bridge the gap between marketing automation and Salesforce. Numerous SaaS clients are currently using our app to boost their ABM strategies, manage rapid growth, and scale Salesforce across their companies.
$500
per month
Traction Complete
Score 9.0 out of 10
N/A
Traction Complete develops software that enhances the native capabilities and functionality of Salesforce, with a complete suite of solutions for effortless account hierarchies and simplified, seamless lead management.
Lane Four is very well suited for high velocity sales, success, support and implementation teams. Using Lane Four helps our business units with organization and planning for onboarding handoffs and project management scenarios. It can be random at times and I often don't trust that it is distributing accounts and projects evenly across teams
Traction Complete is very well suited for lead to account matching and for automatic, criteria based lead routing and processing. For example, when a lead is created, it can be matched to an account, and Traction Complete can populate account demographics like Industry or Annual Revenue. And once the lead's score reaches a certain threshold, Traction Complete can then evaluate any of the leads data (including the industry and annual revenue that the lead was previously enriched with), route the lead to a person or queue , and at the same time update the lead status and or enrich the lead with information to track funnel progression (e.g., MQL Date, Assigned Date, etc.).
Traction Complete continues to improve and innovate, and their staff does a great job of informing us of new functionality and how we can use it to get more value from Traction Complete. And at its core, it covers a gap inherent in Salesforce CRM - the fact that leads are a standalone object and not connected to the other main CRM objects like accounts, contacts, and opportunities. Traction Complete bridges that gap without requiring us to convert leads to contacts and degrade the data quality of the contact records. This functionality is key to a holistic process from initial inquiry to MQL, SAL, SQL, New Customer, and repeat business.
It's very usable overall and much easier than using native functionality. If there is anything I'd want to improve, and I'm being critical here, there are a few minor items. 1) It would be nice if the initial load time of flows was faster, but I understand that given the number of elements we have in the assignment flow, I should not expect a two second load time. 2) It would be great if the different flow versions had fields to capture properties/attributes like a verbose description to make version control better. My sense is that it will be available in a future version. 3) When editing flows, every now and then, the pop-up windows of elements are a bit sticky on the screen when trying to move/drag them - however, I usually experience this only in Safari and am often too lazy to fire up Chrome.
The support team at Traction Complete has always been responsive, knowledgeable, and professional. They took the time to understand our business needs and helped us during the initial implementation, as well as with configuration changes when needed.
I've been part of 3 implementations, and the Traction Complete team has always met or exceeded expectations and delivered on their commitments/promises.
I have used LeanData at other organizations but was never involved in the buying process. Both tools are made to support similar use cases (routing, assignment, handoffs, implementation projects, etc.). I don't have any insight into how much these tools or others in the space stack up cost-wise or what the ROI is
Traction Complete offered more ease of use, less complexity, and an overall lower cost of ownership compared to other options. And while Salesforce can handle some of the automation, which requires more technical skill to configure, it does not provide the lead to account matching.
