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Users of Traction Complete have reported significant time savings and improved productivity by automating repetitive tasks and …
Overview
What is Traction Complete?
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.
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What is Traction Complete?
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.
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- Free/Freemium Version
- Premium Consulting/Integration Services
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Product Demos
Salesforce AppExchange Demo Jam - Complete Hierarchies
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AppExchange Demo Jam - Sales
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Product Details
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What is Traction Complete?
Traction Complete Video
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Traction Complete Technical Details
| Deployment Types | Software as a Service (SaaS), Cloud, or Web-Based |
|---|---|
| Operating Systems | Unspecified |
| Mobile Application | No |
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Community Insights
TrustRadius Insights are summaries of user sentiment data from TrustRadius reviews and, when necessary, 3rd-party data sources. Have feedback on this content? Let us know!
- Business Problems Solved
- Pros
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- Recommendations
Users of Traction Complete have reported significant time savings and improved productivity by automating repetitive tasks and streamlining workflows. The software has been instrumental in keeping CRM data clean and reclaiming users' time. It assists in organizing data ingestion and establishing industry-known business relationships. Users have successfully aligned their hierarchy with D&B using Traction Complete, enabling them to effectively manage sales assignment and conduct lead routing and deduplication. This has made it easier for them to manage sales teams and solve longstanding issues related to lead qualification and routing in Salesforce and Pardot. Traction Complete is highly regarded as the best tool for automated processes such as hierarchy updates and account duplications. By automating processes like de-duplication, fixing account hierarchy issues, and resolving account and lead routing problems, users have experienced time savings, improved efficiency, and completely transformed the way they work. The advanced lead assignment functionality of Traction Complete has improved response time, productivity, and morale of sales teams. Furthermore, the software's data cleansing features significantly improve data quality and consistency, making reporting more reliable and enabling data-driven decision-making. Users find Traction Complete valuable for account hierarchy management, providing a simple-to-understand view of the corporate family tree and highlighting duplicates. It helps establish credibility with accounts and improve the quality of lead data. Traction Complete enables the setup of complex rules for lead routing that are not supported by Salesforce's standard options. It automates lead routing processes and offers advanced routing capabilities for various objects. Users have successfully implemented bucketing accounts into groups based on specific criteria, improving account management and sales team efficiency. Overall, Traction Complete simplifies lead management processes, enhances data quality, improves efficiency, reduces errors, provides insights for expansion and territory planning, empowers sales team members, automates record routing, improves lead distribution processes, fills data gaps, augments account details, assigns missing industry groupings to accounts, captures leads from multiple sources, and integrates seamlessly with Salesforce workflows. By providing a mid-level automation solution, Traction Complete enhances Salesforce functionality, improves lead matching, routing, and conversion processes, facilitates fair lead assignment, evenly distributes new leads, and provides extensive reporting capabilities.
Powerful tool for streamlining account routing and sales motions: Many users have found Traction Complete to be a powerful tool for streamlining account routing and sales motions in high velocity and high volume environments. They appreciate the flexibility and scalability of Traction Complete in handling matching and routing use cases, as well as its ability to connect associated contacts, opportunities, and accounts in one view. The simplicity of the tool to understand, implement, and govern is also highlighted.
Exceptional customer support experience: Users highly value the exceptional customer support experience provided by Traction Complete. They praise the knowledge, responsiveness, and helpfulness of the customer success managers at Traction Complete. The level of support received during implementation is considered top-notch.
Accurate lead matching and routing capabilities with automation: Users praise the accurate lead matching and routing capabilities offered by Traction Complete. They appreciate how it can accurately match leads based on complex business requirements. The automation capabilities of the product are also highly praised, especially when paired with an account enrichment provider.
Outdated UI: Some users have expressed dissatisfaction with the outdated user interface of Traction Complete, stating that it is in need of a refresh to improve navigation. They find certain parts of the interface overwhelming, especially when combined with existing fields in SFDC.
Difficult lead conversion process: Several reviewers have mentioned limitations and difficulties in the lead conversion process. They find that the tool has not always been able to find the correct parent to associate, which can be frustrating and time-consuming.
Slow response times: There have been multiple complaints about the complete traction page being slow to respond at times. Users have experienced delays and sluggishness while using the tool, impacting their productivity.
Users have made several recommendations for Traction Complete based on their experiences with the software. These recommendations can be summarized as follows:
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Compare and conduct due diligence: Users recommend comparing Traction Complete to competitors and conducting thorough research to ensure that it meets specific requirements, such as lead-to-account matching, custom lead routing, and automated lead deduplication.
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Leverage technical expertise: Users suggest taking advantage of the technical expertise provided by Traction Complete's customer success manager (CSM). This can help users fully utilize the platform's capabilities and optimize their customer success management experience.
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Optimize configuration and workflows: Design and optimize assignment flows and business processes to minimize maintenance effort. Users also recommend having control and advocacy for Traction Complete configuration, especially when dependent on Salesforce configuration.
These recommendations highlight the importance of comparing different solutions, leveraging support resources, and optimizing configuration and workflows to maximize the benefits of using Traction Complete for customer success management.
Attribute Ratings
Reviews
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December 14, 2022
Traction Complete closes the ABM gap between leads and accounts
Score 9 out of 10
Vetted Review
Verified User
I am a fractional revenue operations leader for a number of clients and support them in Go To Market efforts, optimizing revenue streams, and managing business applications to support revenue operations and go to market efforts. Marketing Automation Platforms (MAP) and CRM systems are a table stake in today's B2B environments. And Traction Complete solves one of the main shortcomings of most MAP/CRMs - it helps you connect leads to accounts automatically. And this opens to door for many valuable use cases including account-based lead routing without converting leads to contacts, and lead data enrichment based on matched related accounts, which in turn is useful for advanced lead segmentation and targeting, and to some extent enables account-based marketing insights. The core functionality of lead routing and automatic field stamping is also very useful, goes far beyond what CRM systems like Salesforce provide out of the box, and is fairly easy to maintain by non-technical users.
- Lead to Account matching
- Lead Routing
- Easy to configure and maintain in visual interface
- Many advanced functions to support different types of round robin, scheduling etc.
- Functionality for flow version management, e.g. properties / description fields
- Popup windows for flow elements are sometimes hard to move (but could be isolated to Safari)
- Broader self-service customer portal/knowledge base (but the support and customer success functions are very good)
- Faster actioning of leads by routing them to the correct user without manual review
- Improved lead segmentation based on matched accounts demographics
- Lower maintenance of lead assignment and automatic processing
- Distribution Engine ( by NC Squared ) and Salesforce.com
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.
8
Inside Sales / Business Development for inbound and outbound lead qualification and pipeline generation.
1
Ability to understand business processes and requirements, including marketing processes, sales processes, territory assignments, and lead routing requirements, plus some basic Salesforce administration skills.
- Lead Routing
- Connecting Leads to Accounts for Insights, Segmentation, and Targeting
- Lead enrichment with matched account demographic and other information
- Account Based Marketing
- Automatic field updates during the lead 'lifecycle' to track funnel performance
- Automatic lead conversion to contact, e.g. for existing customer contacts
- Data cleansing
Yes
It replaced native lead assignment functionality and a number of workflow rules, processes, and flows. Traction Complete is much more manageable.
- Product Features
The ability to connect leads to accounts, and enrich leads with data from the matched accounts that can then sync to the marketing automation platform and be used for segmentation and targeted marketing campaigns.
The process would be similar. Initial research on TrustRadius, AppExchange, and the web, then shortlist and engage a few vendors for product demonstration and evaluation.
- Implemented in-house
Yes
Not sure if this was formally broken up into phases, but the way I see it, there was the kick-off, business requirements definition, some analysis of data and optimization of matching rules completed by Traction Complete, configuration, testing (optional deployment to production If configured in a sandbox), go-live and post go-live support as needed.
Change management was a small part of the implementation and was well-handled
As with any project, requirements definitions can change from initial kick-off to completion. For example, there may be a change to the territory assignments, and from my experience, these changes were just incorporated during the configuration or easily made post go-live.
- Nothing to note
I honestly don't even know if premium support is an option. So far, the support that was provided felt like it was premium.
Yes
Yes, and I found the team to be extremely receptive and interested in feedback from their customers. In fact, at some point, their product management leader reached out to schedule a call to better understand our needs, and some of the items I described made it onto the product.
There was an instance where some of the automation on leads wasn't always working consistently. One of their support members helped us work through that. It wasn't easy to isolate the issue, and in the end, it turned out that Traction Complete wasn't even the root cause. And this wasn't just one call; it required quite some forensics on their part.
- Building out the flow for record assignments
- Matching leads to accounts - this just happens and works well
- Troubleshooting a flow someone else built can take a bit of time
- Moving flows/configurations to a sandbox take an extra step of exporting and importing