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 work 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.
Privy
- Information Technology And Services
- Medium
Boston, USA
Privy used Complete Leads to automate account assignment in Salesforce. This change saved 15 hours of engineering time each month.... Sales Ops can now update assignment rules in under 5 minutes without coding. The team grouped accounts into custom hierarchies for better reporting. This unlocked new up-sell and whitespace opportunities. Both sales and engineering teams work faster and smarter now.
Kantata
- Information Technology And Services
- Medium
Irvine, USA
Kantata used Complete Leads to automate lead-to-account matching and territory assignments. Manual lead processing that once took 3 to 4... days now takes just 3 hours. The solution reduced errors and improved lead distribution accuracy by matching leads to both standard and custom Salesforce objects. Kantata's team now responds to leads faster and ensures fair lead distribution. Monthly reporting helps adjust territories and marketing spend as needed.
Hexagon
- Information Technology And Services
- Very Large
Stockholm, Sweden
Hexagon used Complete Hierarchies to fix duplicate accounts and improve sales efficiency. The team gained a 360-degree view of complex... account hierarchies in Salesforce. This reduced duplicate account creation and improved collaboration across sales teams. Sales and marketing aligned better on account-based marketing priorities. Hexagon now has clearer account ownership and smoother handoffs. Customer experience improved with more consistent data and processes.
Cresta
- Information Technology And Services
- Medium
Palo Alto, USA
Cresta used Traction Complete to automate lead routing and improve territory planning. The RevOps team eliminated manual routing, saving hours... each week. They gained full visibility into enterprise account hierarchies. This helped prevent duplicate accounts and rep conflicts. Data hygiene improved, making Salesforce a reliable source of truth. The team identified new opportunities and filled gaps in account data.
Coveo
- Information Technology And Services
- Medium
Quebec City, Canada
Traction Complete helped Coveo improve lead-to-account matching accuracy by 74%. The Complete Leads solution automated data cleansing and duplicate prevention... in Salesforce. Coveo's marketing operations team saved hundreds of hours by eliminating manual lead reviews. Sales reps gained faster access to enriched lead data, boosting speed-to-lead. The team gained more control over routing and merging rules with a low-code interface.
Copado
- Information Technology And Services
- Medium
Chicago, USA
Traction Complete helped Copado automate lead-to-account matching and routing in Salesforce. Copado cut inbound lead response times from up to... 6 hours to just 90 minutes. The team eliminated 60% of manual work for operations and BDR managers. Post-event pipeline increased by 160% after reducing lead upload and assignment from days to overnight. Copado achieved an 11x return on investment with Traction Complete.
Cisco
- Information Technology And Services
- Very Large
San Jose, USA
Traction Complete helped Cisco improve lead and account assignment accuracy by 150%. Cisco automated territory management in Salesforce, reducing manual... work and errors. Complete Leads enabled instant lead matching, deduplication, and assignment. Complete Hierarchies allowed bulk territory updates and better visibility. Cisco updated 2 million records to 100% accuracy, speeding up lead processing and saving time.
Asana
- Information Technology And Services
- Large
San Francisco, USA
Asana used Traction Complete to automate lead routing in Salesforce. Manual lead assignment was replaced with real-time, automated routing. This... cut lead response times from hours to seconds. The RevOps team could now build and update routing rules without code. Region-specific flows let teams manage their own rules. Asana reduced errors and scaled operations as the company grew.
Archer
- Information Technology And Services
- Medium
Overland Park, USA
Traction Complete helped Archer cut manual RevOps work by 95%. Archer automated account hierarchies and territory assignments in Salesforce. The... team reduced 40+ hours of weekly cleanup to just 2 hours. Inbound leads are now routed in real time to the right owner. Data quality improved with automatic deduplication. Archer’s sales team now works faster and with better data.
Education Case Studies and Customer Success Stories with Traction Complete
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 district 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.
Complete Hierarchies helped the University of Notre Dame clean up duplicate and messy data during their Salesforce migration. The tool automated... corporate account linking, saving the data team hours of manual work. Notre Dame gained a connected view of alumni, donor, and partner relationships. This made donor outreach faster and more accurate. The university protected donor history while merging records and improved fundraising visibility with hierarchy roll-up reporting.
Real Estate Case Studies and Customer Success Stories with Traction Complete
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 them 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.
GTA Homes used Traction Complete's Complete Clean to remove 170,000 duplicate leads from Salesforce, cutting their data footprint by 57%. They set up... custom deduplication rules to merge records and keep important client data. The team also used Complete Leads to build a flexible, no-code lead routing system. This improved response times and made sure every lead reached the right sales rep. GTA Homes now manages lead assignments faster and keeps their CRM clean and reliable.
Computer Software Case Studies and Customer Success Stories with Traction Complete
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. Traction 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.
Dotmatics used Traction Complete to fix slow lead response and messy territory planning. They automated lead routing, cutting response time... from 48 hours to 5 minutes. The team cleaned up duplicate records, making Salesforce data more reliable. Automated account hierarchies replaced spreadsheets, ending ownership disputes. Sales reps now see all opportunities in one place and focus on selling, not admin work. Dotmatics scaled sales faster and improved data quality with Traction Complete.
Financial Services Case Studies and Customer Success Stories with Traction Complete
Planet
- Financial Services
- Large
Galway, Ireland
Planet used Traction Complete to cut duplicate accounts by 40%. They automated lead routing, so leads from campaigns and events... went to the right sales reps fast. Data cleaning that took days now takes minutes. Sales opportunity categorization improved, helping find €4 million more in cross-sell deals. Sales teams now follow up on leads quicker, and reporting is more accurate.
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 spent 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.
Telecommunications Case Studies and Customer Success Stories with Traction Complete
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 account 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.
