Traction Complete Reviews & Product Details

I love how compatible Traction Complete is with the Salesforce system. It's pretty easy to navigate and understand, and doesn't require real in-depth knowledge to use. I also love that it's user friendly and has saved us from a lot of problems, especially with creating duplicate accounts which could mess up our subscriptions. The most recent updates to the UI and layout are also much appreciated; they make it feel more modern. Overall, it's been pretty simple to maintain as the company has expanded, and any difficulties are easy to solve, often with just my understanding and occasionally getting support from Traction Complete. Review collected by and hosted on G2.com.

I cannot think of anything at this time. Review collected by and hosted on G2.com.

This best of all being as it relates to the ability to connect the leads to correct accounts automatically. Before, my marketing team was always asking me if this company already in our system or new. Now with Traction Complete, all is automated in Salesforce. I don't have to worry about redundancy of data. It is very fast and working in background, hence we get clean data without doing manual work. Also, the team is very helpful if we have any doubt. Review collected by and hosted on G2.com.

Honestly, when I first time, a designer like me, the interface inside Salesforce is bit complex. It takes a while to get to understand all the rules and how the "trees" work for routing. Sometimes it constantly feels like too much option are there as it's good for rev ops people but for me, it was little bit confusing starting days. But after some training it is OK. Review collected by and hosted on G2.com.

The "Lead to Account Matching" is here the hero. Before this, my Marketing team was working this hard to get the leads and then Sales reps would complain that the lead is already an existing customer or should be another person's lead. It caused so much internal "kitch-kitch" (small fights). Traction Complete matches all correctly to the right account in Salesforce automatically.Also, the "Complete Hierarchies" is a very powerful thing to an executive. I can see in one screen the whole "Family Tree" of a big global client. I do not need to ask my Ops guy for a report every time I want to see our total footprint of a company like Citibank or Reliance. It just shows up. And because its "100% Native" in Salesforce I don't have to worry about our data sitting in some other third-party server. Review collected by and hosted on G2.com.

The pricing is a bit on the higher side if you are just a very small startup so you need a decent amount of lead volume to actually see the real value. Also, in the beginning, the "Setup" of it can be a little complicated. My "Territory Rules" had to be mapped out correctly in their flow builder, so I had to spend a few hours sitting down with my RevOps lead, making sure that this was done correctly. It is not exactly "plug and play" on day one - you need to put in the brain-work first. But once it is set it's like a machine.The main problem was "Lead Response Time." We were losing deals on the fact that our routing was manual and slow. Now, the lead seems to hit the rep in seconds. Review collected by and hosted on G2.com.

From a pure engineering side what is best is that it is 100% native. This means that I do not have to worry about any data leaving our Salesforce instance or any other external API security check. But the real "life-saver" in respect with me is how it deals with the Asynchronous Processing. Usually, when we create complex Lead or Account routing like native Salesforce Flows or Apex, we always encounter the "Apex CPU time limit exceeded" error due to getting too much data. Traction Complete has its own engine which automatically slices big jobs into smaller batches and runs them in the background. Instead of writing custom batch classes any more just to rout leads I don't need to anymore. Also, it is "Data-driven" and not "Metadata-driven." This is very big for me. In my company, if I change a Flow I have to go through a whole DevOps deployment cycle. But, with Traction Complete, the RevOps team can change the routing rules directly in production as it is considered a data. It spares me such a lot of "deployment headache." Review collected by and hosted on G2.com.

Sometimes the UI may be a bit slow on the side with a very big flow of assignment with hundreds of nodes. It takes a while to load the visual canvas. Also, the documentation related to their API and custom triggers could be described with more detail for developers. If I want to trigger a Traction flow from my own custom Apex code, I have the workflow of having to search around, ask their support. They should have a more "Dev-friendly" portal. Lastly, there is the learning curve - you can't just log-in and know everything in 10 minutes. You need to get how the "Matching" and "Routing" layers are in communication with each other. Review collected by and hosted on G2.com.

The thing I like the most is it's approach to the "Lead to Account Matching". In my company, previously, we used to have too many duplicate accounts and we had leads going to wrong sales reps because the name was slightly different (like 'IBM' vs 'International Business Machines'). Traction Complete does this fuzzy matching so nice. Also, the "Hierarchies" feature is of the highest order. Before this, viewing the Full family tree of a big enterprise account in Salesforce was a big headache. Now, it is fully automated. I am not required to manually link parent and child accounts any more. The drag and drop flow builder is also very easy. I can for example change the routing rules in 5 minutes without writing any Apex code. This saves me so much time during every week. Review collected by and hosted on G2.com.

The only small problem is the learning curve it has to start with. If you are new with Salesforce routing it can look a bit "busy" at the backend with a lot of different options. Also, sometimes when we are uploading very large lists (like 50k+ records) the processing takes some time. But honestly is it still much faster than doing it manually or with basic Salesforce flows which will often hit governor limits. I wish that they had more video tutorials inside the app that are built in for new admins. Review collected by and hosted on G2.com.

The various ways to build merge plans, and ability to focus on specific account and contact records. Review collected by and hosted on G2.com.

I can't say there is anything I dislike about it! I think my organization has so many challenges with duplicate records that there isn't ONE "solution" to reducing the duplicates. Review collected by and hosted on G2.com.

The support has been top-notch. From day one of the integration, they set up a Slack channel and provided 3–4 representatives to ensure timely responses. Through our weekly touchpoints, they make sure all of our needs are being met and that any questions are addressed quickly. Review collected by and hosted on G2.com.

Before the UI update, it was difficult to navigate by clicking through the tabs, especially when working with the routing flow charts. This was even more challenging if you didn’t have a large computer screen. Also, the native analytics and reporting feel lacking. Review collected by and hosted on G2.com.

I like that Traction Complete is user-friendly and can be managed entirely by an admin. This lets us make changes faster and troubleshoot issues without needing our more technical resources, keeping us closer to the business and building trust. I also like how nicely it fits in with Salesforce Enterprise Territory Management. The setup was very easy, and our Customer Success Manager, Nicola, is amazing. Review collected by and hosted on G2.com.

We just launched in October so I haven't felt much issue. The only small pain point is if we make a change in ETM, we have to make the change in Traction Complete as well which causes some swivel chair. Review collected by and hosted on G2.com.

I like its features like automatic lead-to-account matching, lead routing, and duplicate prevention. These features helps us keep CRM clean and organized. Traction complete also helps us manage account hierarchies easily. This platform is highly flexible and integrate easily with salesforce. Review collected by and hosted on G2.com.

It takes good amount of time for initial setup for managing complex Salesforce workflows. Review collected by and hosted on G2.com.

I’m able to look into our CRM environment to find existing records, or create new ones when needed. This helps keep our CRM clean, and we can use this functionality across a set of Lead Sources, which is very beneficial. Review collected by and hosted on G2.com.

Honestly, I can’t think of many downsides—if any at all. Review collected by and hosted on G2.com.