Traction Complete Features
Lead Intelligence (2)
Lead Analysis
Prioritizes leads through lead scoring, market insights, account-level insights, etc.
Lead Analysis
Prioritizes leads through lead scoring, market insights, account-level insights, etc.
Lead Management (5)
Segmentation
Provides customer and prospect segmentation capabilities, which in turn assists marketing prioritization and effectiveness.
Account Identification
Helps identify and distribute accounts internally, giving prioritization to those that are more likely to convert to sales.
Segmentation
Provides customer and prospect segmentation capabilities, which in turn assists marketing prioritization and effectiveness.
Predictive Scoring
Automatically scores prospects based on behavior and engagement levels.
Account Identification
Helps identify and distribute accounts internally, giving prioritization to those that are more likely to convert to sales.
Functionality (5)
Identification
Correctly identify inaccurate, incomplete, or duplicated data from a data source.
Correction
Utilize deletion, modification, appending, merging, or other methods to correct bad data.
Normalization
Standardize data formatting for uniformity and easier data usage.
Preventative Cleaning
Clean data as it enters the data source to prevent mixing bad data with cleaned data.
Data Matching
Finds duplicates using the fuzzy logic technology or an advance search feature.
Management (5)
Reporting
Provide follow-up information after data cleanings through a visual dashboard or reports.
Automation
Automatically run data identification, correction, and normalization on data sources.
Quality Audits
Schedule automated audits to identify data anomalies over time based on set business rules.
Dashboard
Gives a view of the entire data quality management ecosystem.
Governance
Allows user role-based access and actions to authorization for specific tasks.
Lead Monitoring (1)
Features
Provides features to create and manage lists of potential customers
Analytics (1)
Export/Import
Exports and imports lead data to and from various formats like plain text, spreadsheets, etc.
Customization (1)
Integration
Integrates with sales and marketing software solutions to transfer lead data between them
Matching (3)
Priority Matching
Allows users to prioritize matches based on criteria such as region, account attributes, and other customer information.
Account Tiebreakers
Provides tiebreaking features when leads match to multiple accounts.
Fuzzy Matching
Provides matching logic features for special characters, acronyms, and other complex names.
Routing (4)
Match and Route
Automatically routes matched leads directly to account owners.
Multi-Objects
Allows users to build custom routing rules.
Territories
Allows users to assign leads to selected territories and regions.
Working Hours
Allows users to configure schedules so leads are routed only during working hours.
Platform Operations (8)
Service level Agreements
Allows users to configure service level agreements so leads get matched and routed as fast as possible.
Audit Logs
Provides features to audit any leads that were misrouted to incorrect accounts.
Duplicate Match
Provides features to quickly audit leads and identify if there are duplicate leads in multiple accounts.
Capping
Limits the number of leads to assign to sales reps.
Analytics
Provides analytics for tracking and monitoring routing.
Integrations
Provides integrations for CRMs and marketing automation platforms.
Alerts & Notifications
Sends an alert to salespeople when a lead is routed to them.
AI Lead Matching & Routing
Leverages AI to improve lead-to-account matching accuracy and reduce latency in routing leads.
Generative AI (2)
AI Text Generation
Allows users to generate text based on a text prompt.
AI Text Summarization
Condenses long documents or text into a brief summary.
Agentic AI - Lead Capture (2)
Cross-system Integration
Works across multiple software systems or databases
Proactive Assistance
Anticipates needs and offers suggestions without prompting
Agentic AI - Salesforce AppExchange Apps (7)
Autonomous Task Execution
Capability to perform complex tasks without constant human input
Multi-step Planning
Ability to break down and plan multi-step processes
Cross-system Integration
Works across multiple software systems or databases
Adaptive Learning
Improves performance based on feedback and experience
Natural Language Interaction
Engages in human-like conversation for task delegation
Proactive Assistance
Anticipates needs and offers suggestions without prompting
Decision Making
Makes informed choices based on available data and objectives
Agentic AI - Account Data Management (5)
Autonomous Task Execution
Capability to perform complex tasks without constant human input
Cross-system Integration
Works across multiple software systems or databases
Adaptive Learning
Improves performance based on feedback and experience
Proactive Assistance
Anticipates needs and offers suggestions without prompting
Decision Making
Makes informed choices based on available data and objectives
Agentic AI - Account-Based Analytics (5)
Autonomous Task Execution
Capability to perform complex tasks without constant human input
Cross-system Integration
Works across multiple software systems or databases
Adaptive Learning
Improves performance based on feedback and experience
Natural Language Interaction
Engages in human-like conversation for task delegation
Proactive Assistance
Anticipates needs and offers suggestions without prompting





