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.
Predictive Pipeline kept track of every change in the sales pipeline and predicts quota attainment boasting 80% accuracy, with Neuralytics, the XANT predictive engine. The product was based on C9 Predictive Sales, owned and supported by XANT (formerly InsideSales.com) since May 2015, and no longer available for sale.
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.).
C9 is a good and economical solution for what it does. If evaluating them today, I would want to clearly understand their product roadmap and their ability to execute against it.
It gives you the ability to see where your pipeline was in the past and compare to how it is now. You can set queries that will allow you to show at risk deals, committed deals, etc.
This gives much better visibility for management to coach.
We had uptime issues, weird error messages, sluggish performance, and bad data. I hope that some of this can be attributed to growing pains as the company was relatively new when we signed our initial contract.
It was not dependable enough to trust the data and to count on accessing the app when we needed it.
It actually was unavailable at EOQ one time.
I also did not care for the lack of real-time pipeline information. If someone was doing a pipeline review, there was no instant gratification i.e. to see changes in pipeline occur as an AE made a change to an opportunity.
You couldn’t do any configuration at all. Even if you just wanted to change a field or add a filter, you had to go through their services team. It was a recognized challenge and I saw roadmap addressing it.
The query tool is a little hard to use and we have found that queries are very slow and lock up.
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.
C9 is now part of the sales management culture here at IPC. There is no longer any guesswork about the funnel or the forecast. C9 does something that SFDC does not...it increases significantly the value of the information in SFDC by unlocking the meta data that we all need to run the 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.
From a sales manager’s perspective it was fairly easy to use the base functionality (just viewing current pipeline) and much harder to look at analytics (pipeline changes over time). C9 made this easier by allowing sales ops to publish views to sales managers. The query tool was harder to use than it had to be. For example, there were no out of the box relationships set up between Salesforce.com tables (e.g. accounts to opportunities), so I had to create those relationships myself.
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.
C9 cares about their customers and responds quickly. However, the ticketing system could be better and there is no easy way to track the status of your requests.
I've been part of 3 implementations, and the Traction Complete team has always met or exceeded expectations and delivered on their commitments/promises.
Very simple implementation. They basically set up the imports and then they configure the tool per customer requests.
I wish there had been more consultation during the implementation, but it wasn’t bad given the effort expended. We ended up re-implementing after about a year and a half.
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.
Zoho CRM is less up to speed and much more out of date. The support at InsideSales.com Predictive Pipeline have been very helpful during the initial roll out face. Overall I was very happy!
A de minimis incentive was given to thank the reviewer for their time. The incentive was not used to bias or drive a particular response, nor was the incentive contingent on a positive endorsement. More Info
The product provides a single source for pipeline and forecast data and has scaled well with our organization. We have grown from 10 sales reps to 100 reps and we really needed a tool to to manage data and do roll-ups etc.
It's also important to provide senior management visibility into the pipeline, and the tool works well for this.
