Christina T.
Star Rating: 5

What do you like best about the product?
It is very easy to execute complex business logic without the use of custom code. I don't need to worry about if my admin team can go in and tweak my logic, because traction has great support, it is easy to move changes between environments for testing and there is no custom code so everything is easily documented in plain language. This makes it very easy to implement and maintain compared to the apex code we were using to do the same function. I don't worry about traction complete when I go on vacation, I know they have my back.

What do you dislike about the product?
I like almost everything, and what I didn't like the product team was able to guide me on or enhance the tool. I have a few very complicated flows that are a little hard to follow visually, but I would take that over trying to explain apex code to a non-developer everyday!

What problems is the product solving and how is that benefiting you?
Traction Complete allows us to implement complex business logic at scale that is either too involved for flows or would hit governor limits using native functionality. We are able to use robust matching, auto-merging and custom field updates in a way that Salesforce flows would need apex to execute and is robust enough to handle large record sets without tripping governor limits. Also it has an excellent support team who can help you design the process and support it, which is a nice addition to help us manage this without a team of Salesforce flow-natics or a big developer team.

Yuliya M.
Star Rating: 4.5

What do you like best about the product?
The Traction Complete team made our transition from Ringlead to their software a very seamless experience. We utilize their in-SFDC native platform for lead conversion and dupe management in Salesforce. I'm very impressed with their white-glove client service and customer support, and how incredibly open they are to accepting product feedback and following through with it. Would recommend to any fellow Ops colleagues using Salesforce as their CRM with a Lead and Contact Object in their instance!

What do you dislike about the product?
The CompleteClean product is still a bit clunky but TractionComplete is constantly releasing product improvements based on customer feedback.

What problems is the product solving and how is that benefiting you?
Converting leads to existing leads/contacts, or converting leads to existing business Accounts as Contacts in Salesforce. They also have a product for merging lead/contact/Account duplicates.

Steffen D.
Star Rating: 5

What do you like best about the product?
My favourite part is the support and true partnership with the Traction team. Everyone we have engaged with has been amazing all the way from pre-purchase POC to validate our use cases, swift implementation into our instances and easily accesible customer support for any post-implemetation queries.

What do you dislike about the product?
There is not much to dislike. We're scaling up our lead process and SDR team so we were scraping the minium deal size / number of licenses that is viable to pursue, so it comes with some investment but I can truly say it is well worth it and a reasonable expense when you look at the wider marketing & sales stack. Despite being a smaller client for the time being, we haven't received any less support.

What problems is the product solving and how is that benefiting you?
We are using Salesforce and Pardot and Traction helped us solve a longstanding issue to create leads for existing contacts to have them qualified through our SDR team upon engagement. CompleteLeads also provides us the flexibility in our lead routing to easily build and amend more complex assignment rules.

Chris M.
Star Rating: 5

What do you like best about the product?
The user-friendly interface, coupled with Traction Complete's top-notch customer support, made the implementation process a breeze. Their team was and continues to be attentive and knowledgeable, ensuring that we had a seamless integration with our existing Salesforce system and continue to get the most out of the toolset.

What do you dislike about the product?
Learning curve: Although Traction Complete has a user-friendly interface, learning the platform's ins and outs still requires some time and effort (what tool doesn't?). However, this is the case with other competitor tools I've used and the ramp-up isn't nearly as demanding as many of those. I hesitate to even mention this because their customer success team does such a great job with onboarding and ongoing coaching.

What problems is the product solving and how is that benefiting you?
Before we discovered Traction Complete, managing and assigning leads was a laborious and time-consuming task in my client's Salesforce org, riddled with errors and inconsistencies. We also struggled with a cluttered Salesforce environment due to the presence of numerous duplicate records, which made data analysis and reporting very challenging. Traction Complete has completely evolved the way we work, streamlining our lead management process, and significantly enhancing the quality of our data. Our users (be they Sales, Marketing or Service) are ecstatic with the improvements we've made in just a few short weeks. With Traction Complete's advanced lead assignment functionality, our sales team now has a seamless and efficient system that automatically assigns leads to the right sales agents based on nuanced criteria, in a transparent manner and based on rep availability. This has not only increased our response time to new leads but has also improved our team's overall productivity and morale. The data cleansing features of Traction Complete have also been game-changers for our Salesforce environment. By identifying and merging duplicate records across various objects, it has allowed us to maintain a clean and accurate database, which has been invaluable for our data-driven decision-making processes. Our reporting has become more reliable, and my client's team can now focus on generating insights rather than dealing with data inconsistencies.

Jamie J.
Star Rating: 5

What do you like best about the product?
We have a very heavy Account Hierarchy and complex assignment rules, further complicated by nested hierarchies and rollups. The Traction Complete support is friendly, prompt, and willing to go into the weeds to help get the product to run well in any business model. When we have had a problem due to our business structure, they work it out - every time.

What do you dislike about the product?
I don't have any true dislikes. Our business model is so complex that there isn't a plug-and-play model that works for us. The fact that Traction Complete is willing to support our special needs, even after the implementation is complete is really a 'pro'!

What problems is the product solving and how is that benefiting you?
Right Now - Account Hierarchy data management. We had written a lot of our requirements in Salesforce with Formulas, flows and rollups but we were hitting resource limitations and our instance was very slow. We look forward to introducing features to our users in the upcoming months.

Ilia O.
Star Rating: 5

What do you like best about the product?
Just a brilliant idea to build hierarchies based on D&B data and present all related data in a graphical way. Brings CRM usability to another level. We were not able to find a comparable product with the same value/price ratio.

What do you dislike about the product?
Allow to add the same object multiple times to the overview of the hierarchy. For example, we would like to see Open, Won and Lost Opportunities for the group on separate tabs.

What problems is the product solving and how is that benefiting you?
It creates a simple-to-understand, simple-to-navigate hierarchy for our international clients with decision-making locations and production sites spread across Europe and often across the continents. It highlights white spaces in the hierarchy, highlights duplicates provides a clear picture of the current situation with the entire group and individual sites of the group all in one view in one window.

Connor W.
Star Rating: 5

What do you like best about the product?
The tool's most beneficial aspect is how my team can overlay information from other accounts in the hierarchy to get a more holistic view of critical data points related to our business. From an account record anywhere in the hierarchy, I can see high-level internal customer and firmographic information in a single interface.

What do you dislike about the product?
My company uses only a single data provider for Traction Hierarchies. Still, I have not seen or heard any indication that the ability to easily swap data providers (hot swap) is available or in the works. Ideally, the most agile solution would be to pick and choose individual data points from multiple providers in a single hierarchy, but the technical workings of that are beyond the scope of my role.

What problems is the product solving and how is that benefiting you?
Traction helps the business understand where we need to penetrate our account base and, ultimately, who is responsible for those activities. The connection to external data providers also helps us understand the scope of whitespace both above and below the corporate family tree.

Kenneth K.
Star Rating: 4.5

What do you like best about the product?
By default Lead Records typically have a connection to other records (Accounts, Contacts, Opportunities) until after you convert them. The Traction Complete tool has helped out Lead Generation and Sales Team by giving them insight into existing records in these area to minimize the duplication of effort and enable visibility into ongoing sales efforts with the various companies. Their solution uses the out of the box duplication management to determine if the Lead already exists as a Contact or Company and then updates the Lead data when a match occurs. Other elements of their solution include advanced assignment and flow processes that are managed from the UI without metadata changes, thus making it easier for Non-Admins to adjust things as needed. Finally, the team at Traction Complete is top-notch and always able and willing to help as you have questions or suggestions for further improvements.

What do you dislike about the product?
The tool is limited in its Lead conversion process in that it cannot supersede all of the means to convert a lead, thus allowing some users to convert leads outside of the enhanced process they provide. (I believe this is a Salesforce limitation.). It does options to connect to Data.com and D&B Optimizer to further enable the process of enhancing the Lead data, but does not provide this for other enrichment tools like ZoomInfo/RingLead.

What problems is the product solving and how is that benefiting you?
The tool helps improve the quality of Lead data, reduces data duplication, and provides insight into related records to the team.

Delphine G.
Star Rating: 5

What do you like best about the product?
We like the flexibility of this tool and its ease of use. The Traction Complete Customer Success team is second to none. They have been with us since day one, helping us design, build and implement the tool. And more importantly, they are still with us after the project went live, always helpful and responsive, only a Slack message away.

What do you dislike about the product?
There is not much that I don't like. It is a relatively young company (attracting top customers, though), but it can be a plus to us as a customer. We have identified a few essential features for us, and the Traction Complete team listened to us and incorporated them into their product roadmap. It feels great to know that they listened to us!

What problems is the product solving and how is that benefiting you?
1) Rule-based lead-contact-account matching and routing, duplication management, overcoming the performance and manageability challenge we had with a tool we used before. 2) We also use Traction Complete on other custom objects. 3) Account hierarchy and intelligence.

Phu B.
Star Rating: 5

What do you like best about the product?
The traction complete hierarchy solution - having gone through the laborious process of aligning hierarchies manually in the past, this is a tool that I can no longer go without. Rather than researching and connecting accounts one-by-one, we now have the time to observe and analyze the data to make informed territory planning decisions with the click of a button.

What do you dislike about the product?
As with any new tool, there is a ramp period before you can fully get going. Initially, I found certain parts of the interface to be overwhelming, especially paired on top of our existing fields in SFDC.

What problems is the product solving and how is that benefiting you?
Keeping our CRM data clean helps us reclaim our time and stay productive.

Fraser M.
Star Rating: 5

What do you like best about the product?
Comprehensive Analytics - Traction Complete provides a range of analytics and insights that helps the team make data-driven decisions and optimise our sales and marketing processes in a scalable fashion.

What do you dislike about the product?
Nothing really stands out as being particularly "bad". Sometimes the de-duplication could be better as regional versions of the same company can sometimes have the people from different countries working in the same area.

What problems is the product solving and how is that benefiting you?
Time Savings - With TC's automation capabilities, the team saves significant amounts of time by eliminating repetitive tasks and streamlining our workflows that would otherwise be cumbersome inside of salesforce only.

Akiko O.
Star Rating: 5

What do you like best about the product?
Automated and complete visualization of the accounts hierarchies in Salesforce. Unique business value. Great team to work with from sales, pre-sales, and implementation to support.

What do you dislike about the product?
The tool integrates with a third-party data provider. To maximize the value of Traction Hierarchies, you need to identify the best data provider for your target markets.

What problems is the product solving and how is that benefiting you?
Before Traction Complete: our account hierarchies were built manually, and we lacked visibility in the complete corporate family tree hierarchy. After implementing Traction Complete: the automated account hierarchies provide us with an automated and complete view of the corporate family tree, that our Go-To-Market teams can leverage to identify whitespace and opportunities for cross-sell / upsell. Traction Complete is a real a game-changer recommended for any Rev Ops and Sales Ops teams looking to enhance the usability of Salesforce account data.

Kristina S.
Star Rating: 5

What do you like best about the product?
I recently took on ownership of this tool and have been blown away by the level of support we've gotten from our CSM, Lauren. Knowing that I have someone to go to when I have questions or need a second set of eyes has been a game changer to our transition. The upfront time with our CSM has made me confident using the tool - allowing us to manage everything we need (from rotator optimization, to reassignments and more).

What do you dislike about the product?
The tool is highly sophisticated - so it can feel a little overwhelming at first. But, from my experience, I can confidently say that you realize the tool is much more user-friendly and easy to manage than you'd expect.

What problems is the product solving and how is that benefiting you?
We use assignment flows and hierarchies to manage our best and conduct sales assignment (rotator and redistributions).

Verified User in Financial Services
Star Rating: 4.5

What do you like best about the product?
Seamless integration with Salesforce and customisation of features; Traction works hand-in-hand with Salesforce coming with incredibly useful additional fields for troubleshooting and logging and has so much customisation to make sure the functionality can really fit the business cases.

What do you dislike about the product?
The only downside is that sometimes it can be difficult to understand how to set out some flows due to the nature of the relationship between objects in Salesforce, but luckily Traction's support team and documentation is on hand to answer questions.

What problems is the product solving and how is that benefiting you?
Traction is allowing us to track the time taken to respond to leads, allow us to easily create duplicate contacts and leads and augment the duplicate's data from the originals, along with giving greater control over lead assignment.

Christian G.
Star Rating: 5

What do you like best about the product?
Account and data management tool is a robust platform that allows for advanced lead automation in deduping, routing, merging, and appending data. Beyond the product the service team is by far the most worthwhile part of working with Traction. Lauren and Andrew on the account support team have gone above and beyond in providing support in building out custom automation needed for my sales team as well as helping troubleshoot issues.

What do you dislike about the product?
Traction Complete is providing constant updates to their platforms, while a scenario for automation may not be available initially, I have worked with their team to get a solution implemented.

What problems is the product solving and how is that benefiting you?
Traction Complete provides the mid level automation between basic salesforce functionality that is often lacking and creating custom code that will constantly need updates.

Jolie B.
Star Rating: 5

What do you like best about the product?
Traction Complete stands out with its ability to accurately match and route leads based on complex business requirements.

What do you dislike about the product?
Complex flows are a necessary evil to create desired customizations. That said, it takes time for local Admins to catch up and manage the tool independently.

What problems is the product solving and how is that benefiting you?
We transitioned from a dated custom lead conversion setup that required extensive developer updates to make minor changes. To move past this, we transitioned to Lead record management, which required automated distribution. After searching for a native Salesforce solution, we found that Traction Complete Leads was the best option for round-robin distribution and duplicate management. In addition, they could accommodate our complex business rules and processes without needing custom Apex code. As a result, we now have seamless automated lead distribution to agents based on phone availability during business hours and standard round-robin distribution after hours. Customization includes duplicate management on new leads via lookup for open Leads, Opportunities via Contact/Account matching, and automated duplicate management on lead conversion. An additional customization updates matching Contact records from new Lead record submissions keeping our org data in sync. This list highlights only a portion of what Traction Complete Leads has done for our organization.

Katya B.
Star Rating: 4.5

What do you like best about the product?
Traction Complete's friendly User Interface enables us to route lead records using multiple criteria, including matching records and looking up fields in related objects. In addition, we also leverage the product to route other standard Salesforce objects, such as Opportunities and Accounts. Routing custom objects is also a possibility. Multiple types of User Groups can be created to round robin records. Features such as Lead to Account Match are also essential in our daily workflow. The product offers other elements besides routing that we are exploring, such as Hierarchies, First Response Timer for SLA and automation of processes. The best about Traction Complete is its team, who responds promptly to any inquiries and provides excellent customer service!

What do you dislike about the product?
It would be interesting to have pre-built reports and dashboards that will make it easier to display routing history logs and monitor the routing of records.

What problems is the product solving and how is that benefiting you?
Traction Complete helps us with the automation of our lead routing process and the routing of other objects.

Tim M.
Star Rating: 4.5

What do you like best about the product?
While it is potentially possible that my need (assigning Leads via a complex Round Robin flow) is possible using Salesforce Flows, the way we would have had to build it would have likely been inefficient on Salesforce governor limits. Traction complete allowed us to design our flow logic (not SF Flow, but a Traction Flow) in a way that made more efficient use of SF's limits.

What do you dislike about the product?
The learning curve (at least with our complex need) was a little steep, but we were able to work through that with some practice and some help from one of Traction's awesome Customer Success Managers.

What problems is the product solving and how is that benefiting you?
We needed some complex Round Robin logic that we didn't expect Salesforce Flows to handle well/efficiently. Traction Complete let us build a "workflow" that does what we needed without having to worry about hitting a dead end, as well as without needed a developer to write Apex.

Verified User in Computer Software
Star Rating: 5

What do you like best about the product?
I loved the fact that support resources are highly accessible and there isn't an overly complex or long way to reach them.

What do you dislike about the product?
Hard to call something out since it's a great product but there are times when it feels like there are a lot of configuration options available at your disposal. However, I would rather have this problem than to to has less features, esepcially given that resources are always there to assist.

What problems is the product solving and how is that benefiting you?
Allowing for automation of routing logic as well as simplify the data update requirements that are required upon lead distribution.

Jeff K.
Star Rating: 5

What do you like best about the product?
The product's ease of use is, by and large, its greatest strength. The LEADS tools replace heavily code-dependent round robins and give the agility needed in a fast-growth environment. The HIERARCHY tools help to keep the data clean within hierarchy structures when paired with D&B Optimizer/D&B firmographic data source.

What do you dislike about the product?
While you can use the HIERARCHY tool without D&B data sources, my gut feeling was that the structure and automation of the tool work best when paired. If I was not already using D&B, this would have changed the impression.

What problems is the product solving and how is that benefiting you?
LEADS has replaced our heavily code-dependent round robin and insert / assignment logic. HIERARCHIES is helping to maintain DUNS hierarchy accuracy within Accounts.

Steven S.
Star Rating: 5

What do you like best about the product?
My favorite part of Traction Complete is the Assignment flows for the different objects. They are very easy to setup and either schedule or use triggers to run.

What do you dislike about the product?
My least favorite thing about Traction Complete is not being able to see the Query you used to schedule a job once it has been scheduled. There is no way to alter this entry query once it is setup. You have to delete the job and reschedule with the updated query.

What problems is the product solving and how is that benefiting you?
Traction Complete is helping us round robin Leads, Contacts, and Accounts to their respective Sales owners. This replaces complex Apex code and makes it much more expandable in the future.

Verified User in Information Technology and Services
Star Rating: 5

What do you like best about the product?
It's easy to learn and use the tool. Whenever I need help, our account rep and the support team go above and beyond to assist. The functionality is great. My company originally purchased TC for lead routing, but the use cases just keep growing.

What do you dislike about the product?
I don't have any true dislikes so far. My only real challenge has been keeping up with the new features as they add them.

What problems is the product solving and how is that benefiting you?
It saves me a ton of time by automatically converting and assigning leads, merging duplicates and assigning accounts.

Jody T.
Star Rating: 5

What do you like best about the product?
Simple to understand, implement, and govern. It allows sales reps to see all relationships touching a single company in one organized view. Traction is given prime real estate on our account layout page, demonstrating the value to our selling resources.

What do you dislike about the product?
None - the product works as sold. There are features and upgrades we have not started to explore.

What problems is the product solving and how is that benefiting you?
Ability to communicate to our customer who they are working with at our company. It allows us to teach our sales reps where potential upside selling opportunities exist. We also use Traction Complete to govern our rules of engagement between sales reps and other organizations within the company.

Patrick P.
Star Rating: 5

What do you like best about the product?
Their very knowledgeable team helped us get off of Lean Data and onto Traction Complete seamlessly and without much headache. The hierarchies feature is something that is extremely powerful and made it an easy switch for us. Traction Complete not only handles our lead routing, assignment, and matching, but it also allows us to automate many things in our business that used to be manual.

What do you dislike about the product?
It is a newer company, so compared to companies like Lean Data there are fewer knowledge articles and company use cases out there. Their team is willing to innovate with you, but I wish there were more use cases and knowledge articles for self-service.

What problems is the product solving and how is that benefiting you?
Cleaning up the mess of spider webs that was Lean Data routing. Simplifying our lead to account matching. Empowering our sales team members to find the with space in their accounts.

Clark L.
Star Rating: 5

What do you like best about the product?
How easy they have made routing for our inbound team. They worked seamlessly with our Business Technology team to ensure we had our custom list of requirements fulfilled.

What do you dislike about the product?
I didn't dislike anything about Traction Complete; they were great to work with. I felt like this was a pretty satisfying customer experience and drove great impact for our team.

What problems is the product solving and how is that benefiting you?
Traction complete is solving our problem of hour our leads and accounts get routed to the correct people as quickly and effectively as possible. We have extremely conditional routing that took a lot of work to set up.

Sam S.
Star Rating: 5

What do you like best about the product?
They listened to our needs as we went through early stages and tailored its usage to our industry and business which can be very complicated and time intensive.

What do you dislike about the product?
There tends to be a lot of people involved in the set up process. It just makes knowing who to reach out to and just kind of slows some things down as they do their internal discussions. It's helpful most of the time but can cause a delay in what your own internal timelines might be.

What problems is the product solving and how is that benefiting you?
We have a number of leads and contacts that come in that can mean different things in our industry. Each of these types needs to be routed to a certain team that works with them. Figuring out who they are and which team they need to go to was a completely manual process of looking them up and sending them over manually. Traction Complete has taken the whole process off our hands and made the process much more reliable.

Ian F.
Star Rating: 5

What do you like best about the product?
The data enrichment with Complete for Leads gives us better quality data, and results in less duplicates being created. With Hierarchies, it gives the Sales team a great look at the white space within account hierarchies to help with more targeted selling.

What do you dislike about the product?
We need Traction Complete to integrate with D&B Connect (successor to D&B Optimizer) so that the data enrichment and hierarchy functionalities leverage the most recent D&B APIs.

What problems is the product solving and how is that benefiting you?
We want to use Complete to automate our Lead routing and assignment process because we have numerous gateways that funnel leads into our CRM and Marketing systems.

Bryan P.
Star Rating: 5

What do you like best about the product?
The resources that Traction Complete assigned to our project were extremely knowledgeable and provided excellent and timely support throughout the project.

What do you dislike about the product?
There were a number of resource changes during the project but we did not lose any time or incur any additional costs to the project as a result which mitigated this as an issue.

What problems is the product solving and how is that benefiting you?
We were replacing an existing application for analytics that was not able to meet our needs. Through the project that we collaborated with Traction Complete on, we were able to better meet our current and identified future needs in this area.

Joshua B.
Star Rating: 5

What do you like best about the product?
The flows are elementary to create The Traction Complete team is very supportive and Guided us throughout the process very effectively

What do you dislike about the product?
Sometimes the complete traction page is a little slow to respond

What problems is the product solving and how is that benefiting you?
I have used traction complete for Hierarchy updates and account duplications. They are the best tool for an automated process

Lola G.
Star Rating: 5

What do you like best about the product?
The ability to create flows with the support of our rep and how knowledgeable everyone is. It's an intelligent solution that has been beneficial for our team.

What do you dislike about the product?
The UI is a bit outdated and could use a refresh to make navigating mapped flows a bit easier to read and manipulate.

What problems is the product solving and how is that benefiting you?
Our most recent use case was sending accounts to queues based on certain criteria. We wanted to bucket accounts into groups that relevant reps could pull from.

Naomi H.
Star Rating: 4.5

What do you like best about the product?
Traction Complete is easy to configure; its insights are easy to consume, and the company's customer support is unmatched. I like that you can set up multiple hierarchies to see Account penetration from different angles.

What do you dislike about the product?
There are no dislikes to report yet - we are still rolling out the tool and deciding how to leverage it best.

What problems is the product solving and how is that benefiting you?
Tracking Account penetration: are we reaching our prospects at all levels? Territory Management: do we have companies with subsidiaries in different territories?

Milad B.
Star Rating: 5

What do you like best about the product?
Routing is consistent most of the time, and support has been great anytime we've needed it

What do you dislike about the product?
Not much to say about cons. It's a straightforward tool but building routing rules can be complex. That is largely due to unique business rules than the tool, though.

What problems is the product solving and how is that benefiting you?
Traction is making it possible for us to set up fairly complex rules regarding how we route our leads. These rules are not supported by SFDC's standard routing options.

Courtney B.
Star Rating: 5

What do you like best about the product?
We have gained efficiency using Traction Complete in connecting the dots in our Salesforce instance. In one view, we can now see all associated Contacts, Opps and Accounts when working a Lead, and vice versa. This has reduced manual search time and duplicate data entry.

What do you dislike about the product?
It's a very full-featured system, I wish we had more time to explore all the ways we could use it.

What problems is the product solving and how is that benefiting you?
More efficient use of time by reducing manual efforts.

Thomas C.
Star Rating: 5

What do you like best about the product?
Excellent customer post-implementation support, the team at TC is a pleasure to work with and is committed to helping you succeed with the product long after you sign the contract.

What do you dislike about the product?
Product itself could use more comprehensive logging for those who need it.

What problems is the product solving and how is that benefiting you?
- Automated matching and routing of records - Deduplicating records within your SF - Daily operations to connect and standardize data

Denise G.
Star Rating: 5

What do you like best about the product?
What I like best of Traction Complete was we were able to configure it to meet our business needs.

What do you dislike about the product?
If identical matches are not found, Traction Complete will select a best guess.

Recommendations to others considering the product:
Traction Complete is very easy and very entitative to use.

What problems is the product solving and how is that benefiting you?
With Traction Complete, we are able to easily find duplicate records in our system. The benefit of this saves time not having to manually research.

Andrew D.
Star Rating: 5

What do you like best about the product?
The simplicity of the tool to edit and deploy has been huge for us. Along with the ease the scope of what TC can do for us has been great. We started with looking for a duplicate matching tool to identify re-inquiries and now are using it for that and so much more. But, t he best thing about working with Traction Complete is the way the team supports you through the setup and deployment. They listen and learn the org structure and make sure what is tested and pushed to production works and meets your needs.

What do you dislike about the product?
The only hitch in the process is an ongoing error with permissions to a reassignment object. The reassignment object appears to be a functional and incredibly useful data point but if the team can not write to it or stop the timer within it the data has no context. Though we are confident the TC team will have a fix for us in the coming weeks. Beyond that, we would like to cap our users to a certain number of contacts they are able to receive in a given amount of time, and at this point that has not been developed

Recommendations to others considering the product:
Allow the team to show you want the product does. They will exceed your expectations and will take the time to understand your needs before offing their advice and expertise.

What problems is the product solving and how is that benefiting you?
We are tackling lead matching (duplications) when re-inquiry occurs as well as lead-to-contact conversion and distribution to our advisors to put the right contacts in the right user's view.

Henry T.
Star Rating: 5

What do you like best about the product?
Our Customer Success Manager is very knowledgeable about the product and upcoming feature releases. Zach would help us troubleshoot, debug lead flow, and cleanse data. The product can do a lot more than lead routing, deduplication, and fixing data.

What do you dislike about the product?
Traction makes it easier to enforce a 1 hour SLA for a global team but it was tricky to validate things like if it was during business hours or if the assigned person was on vacation.

What problems is the product solving and how is that benefiting you?
Traction helps us automate lead routing, remove duplicate records, and fix data errors. This helps to improve and scale the marketing and sales process and reduce missing leads.

Verified User in Computer Software
Star Rating: 5

What do you like best about the product?
The tool helped us face huge problems of duplicates in our Salesforce instance, among other capabilities we are very happy to leverage. We received great support.

What do you dislike about the product?
Like any new tool, there is a learning curve before you can fully utilize it. Initially, I felt overwhelmed by certain aspects of the interface but thankfully, we received proper training and support.

What problems is the product solving and how is that benefiting you?
We were facing difficulties with thousands + duplicates in Salesforce and Traction Complete helped us get rid of them and implement routing rules to avoid creating new ones.

Chandrakanth M.
Star Rating: 5

What do you like best about the product?
Traction Complete giving us full ability to process and route leads in the way we wanted to have

What do you dislike about the product?
Unable to Download Assignments as documented form instead of HTML/coded form (having at present). Please provide information in Non-HTML form.

What problems is the product solving and how is that benefiting you?
Routing Leads in right directions instead of having to create multi flows in salesforce and without limitation errors.

Ankit M.
Star Rating: 4.5

What do you like best about the product?
Level of accuracy of the product Ease of doing business with Traction's customer success team. Use cases that are applicable to very niche industry customers

What do you dislike about the product?
Would love more updates on new product enhacements tailored to my business needs

What problems is the product solving and how is that benefiting you?
Establishing credibility to the accounts that we currently work with

Verified User in Information Technology and Services
Star Rating: 4

What do you like best about the product?
It helped my Organization to automate the De-Dup process for Accounts, fix Account Hierarchy issues and fix the Account & Lead routing issues

What do you dislike about the product?
As of now, nothing as such I have come across

What problems is the product solving and how is that benefiting you?
It helped my Organization to automate the De-Dup process for Accounts, fix Account Hierarchy issues and fix the Account & Lead routing issues. It saved lot of time and improved efficiency

Benjamin G.
Star Rating: 5

What do you like best about the product?
The support team is EXTREMELY good. They are on whatever we need whether its directly related to their tool or adjacent. Its really refreshing.

What do you dislike about the product?
Nothing is outstandingly bad. I think most of my concerns have been addressed with recent updates.

What problems is the product solving and how is that benefiting you?
Lead routing and deduplication. Makes it much easier to manage sales teams

Casey L.
Star Rating: 5

What do you like best about the product?
What's most helpful is having something that can easily distribute your records. Most of the applications I use are limited in their customizations but not Traction Complete.

What do you dislike about the product?
I honestly cannot think of anything aside from automatic updates. Having the package updated automatically would undoubtedly help things from an administrative perspective.

What problems is the product solving and how is that benefiting you?
They're helping me solve duplicate record problems and the ability to scale processes as my company grows. Productivity has undoubtedly improved as a result of catching and merging duplicate records.

Adriana A.
Star Rating: 4.5

What do you like best about the product?
The product is very intuitive and easy to custom according to our needs. My favorite part is the ability to accurately match the accounts and leverage the company whitespace.

What do you dislike about the product?
There seems to be a gap between the integration with Traction Complete and D&B Connect (previously D&B Optimizer), especially when it comes to the automation part for data enrichment.

What problems is the product solving and how is that benefiting you?
It functions as our primary source for account hierarchy visualization. It helps us build and manage the account hierarchies, identify duplicates, leverage account whitespace and territory planning.

Verified User in Information Technology and Services
Star Rating: 3.5

What do you like best about the product?
CSM engagement is good. The traction Hierarchy tool which we use is good and help not only in surfacing family tree in a easy to consume visual way but also allows us to report on it with summarized data at the Parent level and seeing relevant child records at the same time and with ability to take action (in-line edit).

What do you dislike about the product?
Simplify the Administration Settings UI.

What problems is the product solving and how is that benefiting you?
It allows us to visualize and report on our Account Hierarchy

Frances H.
Star Rating: 4.5

What do you like best about the product?
Their product has a lot of flexibility. We use it with Traction Hierarchies. We run automation on those accounts and hierarchies. I love their Customer Success Team. Very helpful and very knowledgeable about the product and Salesforce.

What do you dislike about the product?
The UI needs to be updated. It's very dated.

What problems is the product solving and how is that benefiting you?
We run lead assignments, routing, and account assignments through Traction Complete and have a complete hierarchy. By doing this, we have a complete view of an account and are able to make assignments to the ultimate parent. This helps sales and marketing with running campaigns and having a better talk track so that we can discuss if a subsidiary is using our product.

Nicole L.
Star Rating: 5

What do you like best about the product?
Traction Complete has been an exceptional tool that has allowed us to streamline our account routing to our sales in Salesforce. Our business operates in a high velocity and high volume sort of way, and we have very complex sales motions to ensure we are getting our reps the highest quality accounts in the quickest amount of time. The initial sales experience was amazing, Phil & Adam were our Sales Rep and Solutions Architect, and they completely customized our demo for our specific needs. My entire team was highly impressed with the sales experience because of the thought and care Phil & Adam took with our various demos! Definitely made a difference in deciding which tool to go with, and they were the only team who did this. After the sales experience, Traction Complete has been an awesome way to handle the complexity of our business while also offering a user-friendly interface that has been relatively easy to learn and even easier to make changes as needed after the fact. Also, the Customer Support Experience from Traction Complete has been SPECTACULAR! Our CSM Lauren is in her own class of CSM's I have interacted with over the years, and has provided us with the absolute best implementation and support experience after our Go-Live! She has been amazing, receptive, and beyond helpful with all of the things our business has needed, and has made the overall adoption of this tool easier for me as a team of one!

What do you dislike about the product?
There is a bit of a learning curve for the tool of course, and you absolutely need to make sure you have your ducks in a row as far as rules/exceptions before the implementation, but that is the same with any tool that you are plugging into your Salesforce org; the data you get out is only as good as what you put in! I will also say that their online support library is not as useful for extremely customized and complex routers like ours, so I did have to rely on our CSM a bunch instead of self-serving. (However, the CSM support is so amazing that this was totally fine! This is more of a heads up and something to just be aware of.)

Recommendations to others considering the product:
The CSM experience you will receive is second to none! This tool can do it all!

What problems is the product solving and how is that benefiting you?
We had an in-house account routing tool that was built and maintained by our engineering team through custom APEX code and other complex tools outside of Salesforce. We needed something that I could build and manage on my own without needing our engineering team, and a tool that we could update ASAP instead of waiting on outside assistance. With Traction Complete, I am able to create and update all of our routing rules in one spot, update who the Round Robin assignments go to easily, and also keep extensive reporting on account assignments for our sales managers to review. We are also able to add in more exceptions and nuances to ensure that accounts aren't reassigned when they shouldn't be, exclude accounts that are not sales qualified, and also add in out-of-office availability for our reps to not receive accounts when on PTO. All in all this has been amazing, and I can keep everything in house which means accounts get to our sales reps faster, and if we have new initiatives we are trying to do, we can get those built into our router faster as well!

Navin P.
Star Rating: 5

What do you like best about the product?
The automation is amazing. When paired with an account enrichment provider, Traction Complete can build and maintain account hierarchies that can be used to manage account territories or roll up account data.

What do you dislike about the product?
It just takes some time to understand how things work. Make sure you go through the training with your CSM and leverage them to get you started.

Recommendations to others considering the product:
Understand your immediate use case and ensure you have alignment with their CS team to aid with configuration and initial setup.

What problems is the product solving and how is that benefiting you?
Traction Complete allows us to connect related accounts together into a parent child hierarchy. In doing so, we can uncover opportunities for expansion, account territory building and global ultimate account rollups to understand overall penetration.

Verified User in Warehousing
Star Rating: 5

What do you like best about the product?
Easy to use. Very customizable and user friendly. Connects to D&B

What do you dislike about the product?
It does not always find the correct parent to associate.

What problems is the product solving and how is that benefiting you?
Aligning the heirarchy with D&B

Brian S.
Star Rating: 5

What do you like best about the product?
Traction complete has been an amazing tool that supports us with better organizing and repairing company hierarchies with our Salesforce CRM.

What do you dislike about the product?
For what Procore is using Traction Complete for, there is nothing that we dislike and performs to our expectations.

What problems is the product solving and how is that benefiting you?
Supporting us with account data management, specifically with better organizing and repairing company hierarchies in the Salesforce CRM.

Verified User in Information Technology and Services
Star Rating: 4

What do you like best about the product?
The simplicity with which we can design complicated lead treatment options, updates and assignments. This product makes it simple to do all these things in one place.

What do you dislike about the product?
I wish there was some better UX to maintain versions of flows, to easily recover old versions and maintain the metadata for future re-use.

What problems is the product solving and how is that benefiting you?
Mostly lead and contact treatment, attribution updates and routing.

Amy C.
Star Rating: 5

What do you like best about the product?
It has been an excellent tool for our team. We were able to clean up our system and route more efficiently through Traction.

What do you dislike about the product?
It takes some time to update when changes are made to the hierarchies.

What problems is the product solving and how is that benefiting you?
Data governance and routing

Keya P.
Star Rating: 5

What do you like best about the product?
Traction Complete helps a lot in my daily job, especially with Hierarchy. Mass updates made my life so easy.

What do you dislike about the product?
So far, I like everything related to my work.

What problems is the product solving and how is that benefiting you?
Everything that Traction offers that makes my life easy in my day to day role

Verified User in Insurance
Star Rating: 5

What do you like best about the product?
Collaboration, responsiveness, and ownership.

What do you dislike about the product?
Traction had a new release pushed to production, which had performance issues, but they worked hard to correct this. In the future, I would expect them to do proper testing before it gets to Production Org.

What problems is the product solving and how is that benefiting you?
Traction Complete easy rollups help roll up data at the Account level, which allows users to see the D&B Account hierarchy and rollups simultaneously.

Verified User in Construction
Star Rating: 4.5

What do you like best about the product?
Traction Complete is a useful tool which allows the integration of bespoke rules of engagement into our territory management practices through SF hierarchies.

What do you dislike about the product?
There isn't anything negative that I would add

What problems is the product solving and how is that benefiting you?
Organizing data ingestion to industry-known business relationships.

Logan T.
Star Rating: 5

What do you like best about the product?
While implementing an overhaul to our system with Traction Complete, the speed to research and respond to our questions was superb.

What do you dislike about the product?
There is nothing to dislike from Traction Complete.

What problems is the product solving and how is that benefiting you?
Traction Complete allowed us to remove a custom, outdated system for lead distribution. This allowed us to update our connections with other platforms and allow us to build towards the future.

Eric K.
Star Rating: 5

What do you like best about the product?
Their product allowed us to distribute leads based on agent availability and schedule. This relieves us from complex APEX coding.

What do you dislike about the product?
The product has good features but doesn't do everything yet. Can't wait to see additional lead distribution features to be developed in the future.

What problems is the product solving and how is that benefiting you?
The relieves us from complex APEX coding and on going developer support.

Helena L.
Star Rating: 4.5

What do you like best about the product?
the flexibility and scalability of the tool with regard to our matching and routing use cases.

What do you dislike about the product?
That it is limited to salesforce CRM. Would love to leverage it inside Pardot for matching.

What problems is the product solving and how is that benefiting you?
Traction is doing 2 things for us 1) matching of of leads and contacts to accounts 2) routing of demand to the right queue and sales resource.

Verified User in Computer Software
Star Rating: 4.5

What do you like best about the product?
Our CSM is the best i've ever had. Great support with new roll-outs and issues. I love hearing about new relevant features developed and in the works based on our/other user needs. Great experience overall.

What do you dislike about the product?
Troubleshooting alone can be difficult without all permissions required by Traction Complete/our SFDC instance. Not a huge deal as we work through issues together quickly.

What problems is the product solving and how is that benefiting you?
Automated L2A matching, lead and contact assignment rules, etc.

Verified User in Security and Investigations
Star Rating: 5

What do you like best about the product?
Traction complete was very helpful in their guidance through this process. Traction complete helps us ensure our leads are being routed to the correct person more efficiently.

What do you dislike about the product?
Traction complete has all features needed at the time.

What problems is the product solving and how is that benefiting you?
We could not work all of our leads due to them not being appropriately routed; traction complete has now fixed this, giving us insight on where to place our marketing efforts.

Coni B.
Star Rating: 5

What do you like best about the product?
Professional, innovative and quick response time.

What do you dislike about the product?
I can't pinpoint anything I dislike. Anytime we had a question or needed a solution to our customized way of doing business Traction delivered

What problems is the product solving and how is that benefiting you?
Automated lead distribution, customized scheduling for distribution.

Verified User in Computer Software
Star Rating: 4.5

What do you like best about the product?
It's a great tool that allows end users to merge duplicates as well as automate merging and routing of leads by admins. Our customer success manager, Andres, has been a key part of getting us set up for success. Very responsive and quick to solve problems. Very dependable tool with an easy audit log to track changes.

What do you dislike about the product?
No suggested improvements - the tool works exactly as explaned through the sales process and the entire onboarding experience was very easy.

What problems is the product solving and how is that benefiting you?
The ability to merge inbound leads with existing accounts and notify our sales team has allowed for a seamless customer experience and increased visibility across the sales team.

Evan B.
Star Rating: 5

What do you like best about the product?
I like how easy it is to re run and trouble shoot

What do you dislike about the product?
I wish it was easier to re order and group user groups alphabetically

What problems is the product solving and how is that benefiting you?
It is helping us understand why leads are going where they are going in a more intuitive manner

Verified User in Electrical/Electronic Manufacturing
Star Rating: 4.5

What do you like best about the product?
I like how it is very easy to use and intuitive.

What do you dislike about the product?
Sometimes the hierarchies don't update immediately, which causes some delays in reporting

What problems is the product solving and how is that benefiting you?
Updating and maintaining our customer hierarchy structures, identifying duplicate accounts, and identifying data fields that are inaccurate.

Verified User in Information Technology and Services
Star Rating: 5

What do you like best about the product?
I love that you can see the complex way that Enterprise Accounts are structured. It also alleviates a lot of the pain around matching Leads to Accounts.

What do you dislike about the product?
The product works really well, but I think it could use a bit of a UI facelift to make it feel a bit more modern.

What problems is the product solving and how is that benefiting you?
Traction complete helps us to prospect into Enterprise accounts that can have complex and difficult to navigate Account structures. It has also saved us a lot of time with Lead routing.

Verified User in Information Technology and Services
Star Rating: 4.5

What do you like best about the product?
Their Customer Support/Success team is amazing. We could, and should, be leveraging more of the product, and we're working towards it, thanks to their very helpful customer success team. Their technical knowledge is above average, based on my experience with other SaaS vendors.

What do you dislike about the product?
I dislike how it is all configured within a Salesforce App. Our Salesforce Admin team is very conservative when it comes to permissions, so I can't access the App and make changes as a Sales Operations associate. If it were configurable outside of Salesforce, I would be able to do this, just like with other SaaS vendors.

Recommendations to others considering the product:
Leverage your CSM! They are usually very technical and can speak with both business and technical-minded associates.

What problems is the product solving and how is that benefiting you?
Primarily Account Hierarchies. We're working towards building different hierarchies based on different data points. Also working towards leveraging their insights into related records.

Verified User in Non-Profit Organization Management
Star Rating: 4

What do you like best about the product?
There have been no errors, troubleshooting needed after this was built and it successfully brings in leads from multiple webpages.

What do you dislike about the product?
The setup was not seamless. It took several attempts to get this correct and extensive testing had to be done manually.

Recommendations to others considering the product:
It's a robust and simple tool that does the job. We are using it to capture leads from multiple webpages and create new leads in Salesforce

What problems is the product solving and how is that benefiting you?
We tried to create a single solution to capture all leads that we received through multiple webpages. The benefits we have realized is all leads are now brought in to Salesforce which helps us increase the contacts in the system and/or bring in new prospective donors for our fundraisers.

Verified User in Information Technology and Services
Star Rating: 5

What do you like best about the product?
Traction Complete routing is easy to manage, troubleshoot and scale. Our team loved the fact that there was the ability to route custom objects and control permissions easily. Traction Complete is exactly what our scaling company needed as we outgrew our current routing tool. We cannot wait to utilize the lead-to-account matching and auto lead conversion functionality as well. Regarding our experience utilizing their professional services, Traction on Demand was a pleasure to work with. The team was always available, worked in an agile manner when requirements often changed and they were able to work through complex business logic with sometimes little detail (we know this can be tough). It is clear they are experts in his field as they helped us build functionality that was scaleable, covered edge cases and was easy to update. The turnaround time was very quick for development and we appreciated all the time and effort that they put into helping us test the configuration as well. When we had requirements that were not technically possible in the product the team added them to the product roadmap and provided us with a tentative timeline for when we could expect certain approved features to be released. The transparency, speed and quality of Traction Complete's Professional Services is what should be considered exemplary for the industry.

What do you dislike about the product?
I don't have any complaints at this time about Traction Complete. If there is a feature you need, they work with you and will put it on their roadmap, so we are delighted with our experience.

What problems is the product solving and how is that benefiting you?
We have easier to manage record routing, account matching and automated lead conversion. We can be more agile in our record routing changes.

Angela B.
Star Rating: 5

What do you like best about the product?
Being able to distribute new leads across our sales team via round-robin.

What do you dislike about the product?
I can't think of anything I dislike. It's super easy to use.

What problems is the product solving and how is that benefiting you?
Fair lead assignment. We use TC to evenly distribute new leads (mostly inbounds). It's a very integrated part of our lead distribution process.

Verified User in Computer Software
Star Rating: 5

What do you like best about the product?
The product is pretty powerful once it is set up. The cost for the product is extremely competitive, especially when compared to competitors such as LeanData and their support is next to none. We get better support from a tool like Traction Complete than we do from Marketo and Salesforce.

What do you dislike about the product?
The product does have some bugs given its smaller user base than some of its competitors. That being said, their support is top-notch and jumps on all reported issues and resolves them in a timely fashion.

Recommendations to others considering the product:
Compare to the competitors and complete your due diligence, I am fairly confident you will arrive at the same results that we did. In particular, ensure that your competitor you're evauating has the ability to do the following: - Lead-to-account matching. - Custom lead routing. - Automated lead deduplication. - The ability to make changes without required Admin access in SFDC (this is a big one).

What problems is the product solving and how is that benefiting you?
Lead-to-account matching and lead deduplication. In particular, we leveraged tiered criteria for lead-to-account matching rules to have a set of prioritized rules and an order of operations when matching leads to accounts. With lead deduplication, we have it running its simplest form, which is that any net new leads from Marketo that are sent to SFDC are automatically deduplicated if an identical email address is detected. We are considering more advanced automated lead duplication with Traction Complete, including the ability to match leads via a fuzzy match which is ideal for fuzzy matching personal leads to email addresses.

Marc F.
Star Rating: 5

What do you like best about the product?
Visibility it provides to your whole account hierarchy. Also traction enables governance processes you can introduce to help automate. Additionally, traction enables automation for lead to account matching that is configurable to your criteria that improves velocity and accuracy for record mgmt.

What do you dislike about the product?
Not really any major items that standout in terms of dislikes. There some nuances that you have to understand from a sales ops perspective when dealing with modifying your data that translate into hierarchy changes from what Traction displays. As long as the right people have the understanding this is not an issue. Also there are ways to view the data when changes are made (exceptions) to the hierarchy that make it easy to discover in case a scenario happens where changes were made in error.

Recommendations to others considering the product:
Great tool to add value in account hiearchy mgmt, allows you to see gaps in hierarchy where you do not have business or specific services (cross-sell/upsell), great for Lead to Account matching and conversion as well as assignment workflow and duplicate mgmt.

What problems is the product solving and how is that benefiting you?
L2A matching, lead assignment, data cleansing/de-dupe (lead and account), account hiearchy mgmt.

Chantly S.
Star Rating: 4

What do you like best about the product?
Intuitive interface simplifies logic of complex workflows, standard features satisfy most requirements with little need for workaround, Head of Product welcomes and actions feedback in a timely fashion in an effort to promote Traction Complete to enterprise-grade quality

What do you dislike about the product?
Not yet optimized to leverage some expected standard out of the box Salesforce features, critical regression bugs have popped up in each new version release so far requiring escalation to Traction Complete support, trigger setting changes require intervention from Salesforce System Administrator, paltry knowledge base on website

Recommendations to others considering the product:
Design and optimize assignment flows and business processes for quirks in the product to minimize maintenance effort, such as establishing easy to remember naming conventions to account for lack of native version control, leveraging round robin groups at all end points to reduce duplicative edits across branches referenced in multiple assignment flows, draft a standard operating procedure for testing end to end during initial implementation and for all subsequent changes

What problems is the product solving and how is that benefiting you?
Retrigger processing upon update of specified fields, advanced Lead to Account matching, near-real time automatic routing of records, drag and drop user interface, improved error status monitoring/reporting, reportable history logging

Kayla R.
Star Rating: 4.5

What do you like best about the product?
Traction has saved me so much time in running manual de-duplication of our CRM database. I am easily able to "set and forget" rules that merge or update records based on our company's in-depth criteria. It's user-friendly and very customizable. More so than that, my Traction contacts have been incredible at making sure that the tool is working the best it can in our organization. Even 2-3 years into our relationship with Traction Complete, we were treated with high priority and care. Lauren and Zachary worked with me through our CRM Sandbox to make small tweaks to our Traction Flow to save me even more time and headache. Tech and support at a great price!

What do you dislike about the product?
The only drawback to Traction is that it is only being used for de-duplication/merging. Other data management/quality processes would need to be run through a different tool.

What problems is the product solving and how is that benefiting you?
Duplicate management has become much easier with Traction. Traction catches duplicates upon creation while our representatives may not catch a duplicate record. Our representatives aren't accidentally reaching out to the same person in multiple channels, even if that person provides different contact information.

Verified User in Human Resources
Star Rating: 5

What do you like best about the product?
We use traction complete as an assignment tool and also as a duplicate checker. There are many options and settings, and we've never had an issue.

What do you dislike about the product?
I have not found a downside to Traction complete yet.

What problems is the product solving and how is that benefiting you?
Traction complete assist with our round-robin assignment queue. We can even filter what leads we want to enter the queue before the leads are assigned.

Verified User in Transportation/Trucking/Railroad
Star Rating: 5

What do you like best about the product?
I really like how easy it is to use and to keep all our data records up to date. Very impressed.

What do you dislike about the product?
There's not very much to dislike to be honest, except that sometimes it's slow and the interface can be overwhelming.

What problems is the product solving and how is that benefiting you?
The biggest thing was setting up our heirarchies. Even creating an apex scheduler to run once a week in order to keep all our data up to date.