Traction Complete Overview

Traction Complete optimizes RevOps with Salesforce lead management, account hierarchy, deduplication, and relationship mapping apps. The focus is on enhancing efficiency and data integrity.

Use Cases

Customers recommend Lead Routing, Lead Management, Lead Qualification, as the business use cases that they have been most satisfied with while using Traction Complete.

Other use cases:

  • Helpdesk Management
  • Account Management
  • Generation Of New Leads
  • Conversion Management
  • Training & Onboarding
  • Trade Show Marketing
  • Workflow Management
See all use cases See less use cases

Traction Complete Use-Cases and Business Priorities: Customer Satisfaction Data

Reviews

"...The app connects the dots between the Leads marketing has generated and the key Accounts sales are working...." Peer review from Traction Complete

Peer review evidence (same sources as the product rating summary)

"...Traction Complete solved our complex lead routing issue...." Peer review by James M., Salesforce Administrator, Information Technology and Services
"...We purchased Traction Complete an app available on the Salesforce AppExchange to manage the lead assignment for our SDR team...." How I Manage Lead Assignment in Salesforce For a Global Sales Development Team
"...It instantly enriches a Lead with firmographic data, matches the Lead an Account if it exists in the org and routes it to the right rep...." Peer review

Traction Complete, belong to a category of solutions that help Account Based Marketing. Each of them excels in different abilities. Therefore, determining the best platform for your business will depend on your specific needs and requirements.

Popular Business Setting

for Traction Complete

Top Industries

  • Computer Software
  • Information Technology and Services

Popular in

  • Enterprise
  • Small Business
  • Mid Market

Traction Complete is popular in Computer Software, and Information Technology And Services, and is widely used by Enterprise, Small Business, and Mid Market.

Traction Complete Customer wins, Customer success stories, Case studies

How can Traction Complete enhance your Lead Routing process?

How can Traction Complete optimize your Lead Management Workflow?

How can Traction Complete optimize your Account Management Workflow?

Olive Tree Holdings - Real Estate - Medium

New York, USA

Traction Complete helped Olive Tree Holdings cut APEX development and testing time by 95%. The company eliminated over 700 lines of custom code using no-code Salesforce automation. This change let th...em automate matching, deduplication, and record updates across property, company, and person objects. Sales reps now work with cleaner, more reliable data. The operations team can update business logic in hours instead of weeks, improving agility and data quality.

Stukent - Education - Medium

Idaho Falls, USA

Stukent used Traction Complete's Complete Hierarchies to connect every teacher, school, and district in one view. Before, teams relied on spreadsheets and had no clear visibility into contracts or di...strict coverage. With the new tool, reps see all district data from the contact record, cutting duplicate opportunities and making forecasts reliable. Onboarding moved from manual spreadsheets to automated roll-ups, helping customer success track training and usage. Stukent now uncovers cross-sell opportunities and manages acquisitions more smoothly, giving every team member better insight and control.

Zoom - Information Technology And Services - Very Large

San Jose, USA

Zoom used Complete Hierarchies to fix disconnected account data in Salesforce. Sales reps gained a 360-degree view of complex account structures. This helped them find new sales opportunities and wor...k better with account owners. Sales Operations saved time by automating manual cleanup and keeping ownership data accurate. Zoom moved from a reactive to a proactive data strategy for account management.

YMCA of San Diego County - Non Profit Organization Management - Large

San Diego, USA

Complete Clean helped YMCA of San Diego County cut duplicate Salesforce records by over 75%. The team reduced more than 4,000 duplicates to fewer than 1,000 using customizable merge logic. Staff spen...t 90% less time on manual deduplication. Members could log in and access their accounts without issues. Billing errors and call center complaints dropped. The YMCA now runs Complete Clean every two weeks to keep data accurate.

Windstream - Telecommunications - Large

Little Rock, USA

Traction Complete's Complete Hierarchies helped Windstream clean up 4 million Salesforce records, reducing them to just 500,000. The tool automated territory management, giving sales teams clear acco...unt ownership and cutting duplicate accounts by 88%. Sales reps stopped wasting time on manual data fixes and focused on selling. Leadership gained a reliable view of customer data for better forecasting and planning. Windstream unlocked new cross-sell and upsell opportunities with a unified customer view.

Veracode - Computer Software - Medium

Burlington, USA

Veracode used Traction Complete to automate lead and territory assignments in Salesforce. The company eliminated hierarchy-related territory conflicts and saved weeks of manual work for SalesOps. Tra...ction Complete's no-code tools let Veracode quickly update assignment rules without IT help. Sales reps gained instant visibility into account hierarchies, speeding up lead response. Veracode now adapts faster to market changes and handles account changes in hours, not weeks.

Traction Complete Features

  • Low
  • Medium
  • High
FEATURE RATINGS AND REVIEWS
Analytics

4.15/5

Read Reviews (4)
Custom Reports

3.35/5

Read Reviews (4)
CAPABILITIES RATINGS AND REVIEWS
Analytics

4.15/5

Read Reviews (4)
Custom Reports

3.35/5

Read Reviews (4)

Software Failure Risk Guidance

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for Traction Complete

Top Failure Risks for Traction Complete

Traction Complete Profile

Company Name

Traction Complete

HQ Location

Social