Traction Complete Features

Prioritizes leads through lead scoring, market insights, account-level insights, etc.

Review data from past periods to reveal recurring tendencies and predict future performance

Prioritizes leads through lead scoring, market insights, account-level insights, etc.

Provides customer and prospect segmentation capabilities, which in turn assists marketing prioritization and effectiveness.

Helps identify and distribute accounts internally, giving prioritization to those that are more likely to convert to sales.

Score a lead based on quality or likelihood to buy/convert based on predetermined criteria

Provides customer and prospect segmentation capabilities, which in turn assists marketing prioritization and effectiveness.

Automatically scores prospects based on behavior and engagement levels.

Helps identify and distribute accounts internally, giving prioritization to those that are more likely to convert to sales.

View and track pertinent metrics to find patterns and gain insights from data

Track and interpret campaign performance metrics

Correctly identify inaccurate, incomplete, or duplicated data from a data source.

Utilize deletion, modification, appending, merging, or other methods to correct bad data.

Standardize data formatting for uniformity and easier data usage.

Clean data as it enters the data source to prevent mixing bad data with cleaned data.

Finds duplicates using the fuzzy logic technology or an advance search feature.

Receive data and information in real time

Provide follow-up information after data cleanings through a visual dashboard or reports.

Automatically run data identification, correction, and normalization on data sources.

Schedule automated audits to identify data anomalies over time based on set business rules.

Gives a view of the entire data quality management ecosystem.

Allows user role-based access and actions to authorization for specific tasks.

Allows users to prioritize matches based on criteria such as region, account attributes, and other customer information.

Provides tiebreaking features when leads match to multiple accounts.

Provides matching logic features for special characters, acronyms, and other complex names.

Automatically routes matched leads directly to account owners.

Allows users to build custom routing rules.

Allows users to assign leads to selected territories and regions.

Allows users to configure schedules so leads are routed only during working hours.

Allows users to configure service level agreements so leads get matched and routed as fast as possible.

Provides features to audit any leads that were misrouted to incorrect accounts.

Provides features to quickly audit leads and identify if there are duplicate leads in multiple accounts.

Limits the number of leads to assign to sales reps.

Provides analytics for tracking and monitoring routing.

Provides integrations for CRMs and marketing automation platforms.

Sends an alert to salespeople when a lead is routed to them.

Leverages AI to improve lead-to-account matching accuracy and reduce latency in routing leads.

Allows users to generate text based on a text prompt.

Condenses long documents or text into a brief summary.

Use AI to generate content in the form of text, images, videos, etc.

Capability to perform complex tasks without constant human input

Ability to break down and plan multi-step processes

Works across multiple software systems or databases

Improves performance based on feedback and experience

Engages in human-like conversation for task delegation

Anticipates needs and offers suggestions without prompting

Makes informed choices based on available data and objectives

Capability to perform complex tasks without constant human input

Works across multiple software systems or databases

Improves performance based on feedback and experience

Anticipates needs and offers suggestions without prompting

Makes informed choices based on available data and objectives

Capability to perform complex tasks without constant human input

Works across multiple software systems or databases

Improves performance based on feedback and experience

Engages in human-like conversation for task delegation

Anticipates needs and offers suggestions without prompting

Distributing content through various platforms or channels

Allows communication with customers or users via multiple channels such as phone, email, live chat, etc.

Alerts or notifications of various types such as pop-up messages, sounds, banners, or badges

Visual representation of sales prospects & how many deals are in your sales funnel, the stage each deal is in, and the value of deals.

Synchronizing data between two or more devices/systems and automatically updating changes to maintain consistency

Centralized database of stakeholders and their contact information such as names, address, phone number etc.

Engage with a lead throughout the sales process by actively providing information

A virtual assistant that uses AI to pursue goals and complete tasks on behalf of users

A set of indicators that tracks the performance of networks, applications, systems, teams, etc.

Arrange tasks based on the level of priority or urgency

Score a lead on their quality or likelihood to buy based on certain behaviors

Automate workflows and trigger campaigns based on customer actions

Search and filter data across systems to locate required information by entering keywords or certain criteria

The ability to create unique content

Indexes metadata descriptions for easier searching and enhanced insights

Provides a channel for team members to share media files, communicate, and work together

Search and filter data across systems to locate required information by entering keywords or certain criteria

Create, design and manage workflows for repetitive tasks

A virtual assistant that uses AI to pursue goals and complete tasks on behalf of users

Set up connections to third-party platforms to improve business processes

Synchronizing data between two or more devices/systems and automatically updating changes to maintain consistency

Import and export data to and from software applications

Rules followed by the software/AI can be configured by users to suit their specific needs

Verify, organize, manage & store enterprise data assets in a centralized repository

Observe and track the demand, usage, progress or quality of a system, product, or user

Translate EDI formats into data suitable for use with company applications.

Allows users to manage data from a number of sources

Online portal through which end users can access the system, manage tasks, or obtain information

A collection of customer information such as contact details, demographics, previous interactions, etc.

Process of checking different types of data for accuracy to avoid errors or inconsistencies

Move from one database to another, or upgrade the version of database software being used

Manage and support multiple languages

Allow users to access multiple services after entering their login credentials once

Compare new data with existing records to detect duplicate entries

Extract email addresses from multiple data sources

View and track pertinent metrics to find patterns and gain insights from data

Examines, analyzes, and organizes data to create relevant summaries or graphs.

Automatically retrieve and pull information from documents, websites, images, data sets, and other sources

Track the management and flow of data throughout the organization

Verifies and confirms the accuracy of an address

Looking at data from different sources and finding possible duplicates, or identical matches

A set of indicators that tracks the performance of networks, applications, systems, teams, etc.

Interact with data visualization elements, such as charts and graphs, to drill down into data

Track revisions and updates made to files and navigate between different versions

Application programming interface that allows for integration with other systems/databases

Import, collect, and capture data from multiple sources

Define levels of authorization for access to specific files or systems

Track and manage adherence to policies for any service, product, process, or supplier

Discover and connect variety of data sources to the application for analysis