# Traction Complete Reviews **Vendor:** Traction Complete **Category:** [Lead-to-Account Matching and Routing Software](https://www.g2.com/categories/lead-to-account-matching-and-routing) **Average Rating:** 4.7/5.0 **Total Reviews:** 175 ## About Traction Complete Traction Complete's RevOps Data Management Suite for Salesforce helps revenue operations teams cleanse, connect, and orchestrate data. Since 2019, we've been on a mission to automate complex data tasks in Salesforce, empowering organizations like Asana, Zoom, and YMCA to save time and scale faster. Say hello and learn more at www.tractioncomplete.com. COMPLETE LEADS Speed up, sell more, and keep your revenue teams in sync with the most flexible matching and routing solution built for Salesforce. COMPLETE HIERARCHIES Maximize revenue across your largest customers with the only automated account hierarchy solution for Salesforce. COMPLETE CLEAN Detect and remove duplicates with our data cleansing tool for Salesforce so you can focus on growing revenue with clean, connected data. COMPLETE INFLUENCE Close more deals by helping your sellers visualize organizational structures and identify the stakeholders with influence over their deals. COMPLETE AI Bring context to every record, flow, and decision with AI built directly into Salesforce. Normalize, validate, enrich, and activate your data automatically so RevOps teams can move faster without manual research or guesswork. COMPLETE DISCOVER Experiment with AI-powered enrichment and data logic before committing changes to Salesforce. Test, learn, and refine in a safe environment, then confidently apply what works to keep your CRM clean, complete, and governed. ## Traction Complete Pros & Cons **What users like:** - Users value the **stellar customer support** from Traction Complete, enhancing their experience and ensuring smooth implementation. (29 reviews) - Users commend the **ease of use** of Traction Complete, appreciating the intuitive interface and simple setup process. (23 reviews) - Users value the **effective lead generation** capabilities of Traction Complete, enhancing data organization and operational efficiency. (18 reviews) - Users value the **exceptional customer service** from Traction Complete, enjoying attentive guidance and prompt issue resolution. (17 reviews) - Users value the **routing efficiency** of Traction Complete, which streamlines lead management and optimizes resource allocation. (16 reviews) - CRM Integration (15 reviews) - Salesforce Integration (15 reviews) - Intuitive (12 reviews) - Automation (11 reviews) - Easy Setup (11 reviews) **What users dislike:** - Users face a **limitation of requiring admin access** , which can hinder efficiency and complicate issue resolution. (12 reviews) - Users find the **learning curve steep** , requiring time and guidance for effective onboarding with Traction Complete. (11 reviews) - Users find the **complexity of the UI** challenging, noting it can be cumbersome and tricky to navigate. (6 reviews) - Users experience a **steep learning curve** initially, despite valuable support from the customer success team during onboarding. (6 reviews) - Users find the **interface not intuitive** , making navigation difficult for occasional users and more complex setups. (5 reviews) - Poor User Experience (4 reviews) - Complex Features (3 reviews) - Layout Issues (3 reviews) - Poor Design (3 reviews) - Time-Consuming (3 reviews) ## Traction Complete Reviews ### 1. Streamlines Lead Routing, Complex Setup **Rating:** 4.0/5.0 stars **Reviewed by:** Ajay B. | Project Analyst, Information Technology and Services, Mid-Market (51-1000 emp.) **Reviewed Date:** March 24, 2026 **What do you like best about Traction Complete?** The single biggest advantage of Traction Complete is the UI/UX of the Visual Flow Builder. Standard Salesforce Lead Assignment Rules quickly turn into an unmanageable web of Boolean logic as a company scales. Traction replaces that complexity with a clean, drag-and-drop canvas where I can literally see the exact path a lead takes. From an integrations perspective, the fact that it’s 100% native to Salesforce is critical for us. Our data never leaves the CRM—helping us avoid security and data residency concerns—and it doesn’t consume API calls. We can pass data from our marketing automation platform into Salesforce seamlessly, and Traction routes it instantly. Lastly, the AI/intelligence behind their matching engine is excellent. The “fuzzy matching” logic automatically catches misspellings, domain variations, and parent-child account hierarchies so leads get linked to the right accounts. Standard Salesforce exact-match rules almost always miss these cases. **What do you dislike about Traction Complete?** The support and onboarding phase has been much heavier than I anticipated. This is not a plug-and-play application. It really requires a dedicated Salesforce Administrator to map out the full data architecture and territory rules before you even start working in the software. The initial learning curve is also steep, especially when you’re setting up complex, weighted round-robins. On the performance side, because it’s such a robust managed package, deploying large routing flows from our Full Copy Sandbox into Production isn’t always completely seamless. When we run large bulk data loads (for example, importing 50,000+ leads from a trade show), we sometimes need to temporarily pause the routing flows to avoid Salesforce CPU timeout errors, and then run the routing in batches. **What problems is Traction Complete solving and how is that benefiting you?** We implemented Traction Complete to solve two major problems: “speed-to-lead” delays and poor CRM data hygiene (especially orphaned leads). Before this tool, inbound demo requests would sit in a general queue while an operations analyst manually checked whether the lead belonged to an existing Enterprise account. The pricing and ROI were justified within the first two quarters. By automating our lead-to-account matching, it saves our RevOps team roughly 15–20 hours per week that used to go to manual data merging, deduplication, and troubleshooting. On top of that, because leads are instantly routed to the correct Account Executive, our response times have dropped from 24 hours to under 5 minutes, which has directly improved our pipeline conversion rates. ### 2. Could be used very well with lead routing and cleaning Salesforce data. **Rating:** 4.5/5.0 stars **Reviewed by:** Suman K. | Senior Software Engineer, Mid-Market (51-1000 emp.) **Reviewed Date:** May 04, 2026 **What do you like best about Traction Complete?** The most desirable aspect of Traction Complete is the way that it handles the routing of lead. Our Salesforce was extremely unorganized before and leads were being served to the wrong sales people. Today, it also connects leads to the appropriate accounts and allocates them to the appropriate individual. It will also save much time to our sales team since they would not have to wait or manually check who owns which account. Account matching is very powerful and accurate with the automated account matching. **What do you dislike about Traction Complete?** It makes an initial setup of the complex routing rules, a bit tricky. The interface is a little dense, when you have very large and complex flows. The price is also slightly expensive to small firms but to the mid size or even big teams, it is worth the money due to time saved on this. The support is sometimes a bit slow in responding but it will always fix the problem. **What problems is Traction Complete solving and how is that benefiting you?** The issue of lead blind spots and duplicate information in our CRM was a big problem. Traction Complete assists us to take the complete image of an account. It will automatically connect new leads to the existing accounts. This will help our sales representatives know the history and will not make a second call to the same person. It has helped our lead management process just so much faster and our data stays clean without any manual efforts. ### 3. No more fighting over lead ownership **Rating:** 4.5/5.0 stars **Reviewed by:** Vinay G. | Project Coordinator, Enterprise (> 1000 emp.) **Reviewed Date:** May 02, 2026 **What do you like best about Traction Complete?** I absolutely love their visual "Flow" builder. I can see precisely where the lead is heading and why it wants to go there. Their customer support is also 10/10, anytime I am stuck they jump on a call and quickly help me fix my routing rules. And the deduping is very cool, too. It does not clutter our CRM at no extra effort from me. **What do you dislike about Traction Complete?** Suitable for small companies ~ Very bit equivalent. If you are an extremely small startup, the price may seem high. We also need a common person (Admin), someone who dedicatedly manages this; you cannot just "set & forget it!" Each instance we re-do our sales regions, it takes a while to change the rules in Traction, which is fairly tedious. **What problems is Traction Complete solving and how is that benefiting you?** Previously, it was a mess because our marketing leads were passing people wrongly to sales team. Now, everything is automated. It also ended the internal "Lead Ownership" feuds we used to have as a result of these rules being crystal clear now. It has really smoothed and professionalised our entire revenue process. ### 4. Lead routing software, it is simplifying my day-to-day life a lot! **Rating:** 5.0/5.0 stars **Reviewed by:** Adrianna J. | Senior Digital Marketing Specialist, Small-Business (50 or fewer emp.) **Reviewed Date:** April 24, 2026 **What do you like best about Traction Complete?** Traction complete is extremely dear to my heart and it is a blessing to my marketing team! As a Senior Digital Marketing Specialist, I will produce hundreds of leads in a day through various campaigns. Prior to this tool, I and my team used to experience enormous headache while it came to manual lead routing in Salesforce. Traction Complete is now doing pure magic. I like very much the fact that it tags new leads on the right existing accounts automatically. The UI is extremely easy, user-friendly and a person without a lot of technical expertise can use it. Their customer care department is the finest; they are very sweet individuals. In case we are encountering some problem, they are turning back very quickly and extending their assistance fully committed. They seem to be among us, our own company family. I am highly pleased with this software! **What do you dislike about Traction Complete?** To be truthful, not much is bad about this beautiful platform. I love it a lot. However, when it comes to saying something, the only thing that would cost me a small amount of time is the first setup time. It takes some training to comprehend all the complexity of routing rules the first time. Also there are occasions the data sync spends an additional few minutes to take effect but it is manageable. Nothing big that will intercept your work. **What problems is Traction Complete solving and how is that benefiting you?** Its primary issue with us is the fix is the lead leakage issue and saving on our precious time. Previously our valuable marketing leads were finding their ways into the system or falling into the wrong hands of sales person. This was leading to revenue loss. With Traction Complete, I have noticed that lead routing is one hundred percent accurate ever since I began using it. Once a lead fills our form, it would automatically go to right territory sales rep. This is translating to exceptional ROI on my digital marketing efforts since the sales team is getting in touch with the prospects at once and closing deals more rapidly. It also correctly creates account hierarchy in such a way that we are able to have full picture of parent company and its child company. It is calming me down so much. To all of you I highly suggest this! ### 5. At last a good remedy to Lead Routing in Salesforce without tension day-to-day. **Rating:** 4.5/5.0 stars **Reviewed by:** Aarav P. | Senior IT Manager, Mid-Market (51-1000 emp.) **Reviewed Date:** April 21, 2026 **What do you like best about Traction Complete?** To be honest, with the help of Traction Complete, we have transformed our inbound lead management process. Previously, my IT team had to constantly deal with small-small problems in Salesforce assignment rules since they are extremely restricted. However, using this tool, the star is the Visual Flow builder. I can read the entire trail of a lead as a map. Although I would like to make some changes in order to prepare a new sales campaign, I do not have to write some code or call a developer. My team can simply drag and drop and that is it. It is highly robust and copes with complicated round-robin routing and territory-based routing extremely simply. The matching of lead to account is also highly accurate and this was a major headache to us in the past. **What do you dislike about Traction Complete?** Nothing much to complain, but had to say something, the prices are a bit high to the middle-market companies. The UI, too, offers a vast number of choices, and a new individual may be somewhat lost at first. **What problems is Traction Complete solving and how is that benefiting you?** Mainly we were facing "Lead leakage" problem. Our manual system was very slow and many leads were going to the wrong people or had to wait in the queue of 2-3 days. This was a huge loss to the business. After putting Traction Complete, we have automated everything. It is now able to match the existing account and be sent to the right account manager in seconds once a lead is received. My sales directors are extremely pleased since the speed to lead has increased by nearly 70. It also enables me to maintain my Salesforce data clean by avoiding duplicates. The greatest advantage to an IT Manager is that I do not receive complaints day by day regarding lost leads by the sales team. ### 6. Traction Complete: Efficient Automation with Security Assurance **Rating:** 4.5/5.0 stars **Reviewed by:** Izfar H. | Marketing Executive, Small-Business (50 or fewer emp.) **Reviewed Date:** April 22, 2026 **What do you like best about Traction Complete?** I appreciate that Traction Complete is 100% self-hosted and native, which keeps our data within the Salesforce cloud platform. This greatly enhances our security, making my security team very happy. I also find the setup is easy and fast, especially with the improved onboarding wizard in the new version, which helps connect our main objects quickly. Traction Complete automatically assigns inbound leads to the right territory or account owner, which streamlines our processes and prevents our team from sitting in a manual queue for hours. Additionally, it effectively organizes our account hierarchy by linking entries into a single corporate family tree and using AI workflows to clean and enrich records before they reach sales reps, minimizing the risk of data pollution. **What do you dislike about Traction Complete?** The UI elements are quite old. Some of the underlying settings page feel a bit old-fashioned and could use some modern refresh to match the newer modules. Setting up basic routing is easy, but building a complex multi-object flow requires a deep understanding of Salesforce architecture, which can be intimidating for a beginner. **What problems is Traction Complete solving and how is that benefiting you?** Traction Complete solves our lead to account matching and routing issues, automating assignments to avoid manual queues. It organizes messy account hierarchies, linking entries into a single corporate family, and uses AI to clean and enrich records, preventing data pollution. ### 7. Finally, my Salesforce leads are moving in the right direction! **Rating:** 4.5/5.0 stars **Reviewed by:** Komal P. | Information Technology Project Manager, Enterprise (> 1000 emp.) **Reviewed Date:** April 22, 2026 **What do you like best about Traction Complete?** Honestly speaking, the best thing about Traction Complete is how it handles the lead routing. Before this, my team was doing so much manual work in Salesforce, it was a total headache! Now, the automated matching is like magic. It finds the right account for the lead and assigns it to the correct person instantly. No more "who should get this lead?" drama in the office. Also, the UI is very friendly—I didn't need a PhD to understand how to set up the basic rules. It just works! **What do you dislike about Traction Complete?** Okay, if I have to be picky, the price is a little bit on the higher side for us in India, but you get what you pay for, right? Also, when you are doing very, very complex routing logic, it can get a bit "brain-twister" style. You need to spend some good time to test everything properly because if you make a mistake in logic, leads might go for a little holiday to the wrong folder! But their support team is always there to pull you out of trouble. **What problems is Traction Complete solving and how is that benefiting you?** In my role at RSM India, we deal with a lot of data. Earlier, we had so many duplicate leads and wrong assignments. It was making our Sales team very frustrated. Traction Complete solved this "data khichdi" (mess) for us. The biggest benefit? Time. I am saving at least 5-10 hours every week that I used to spend on fixing lead assignment errors. Now, the data is clean, the sales guys are happy because they get leads fast, and my boss is happy because the ROI is looking good. It’s a win-win for everyone! ### 8. Streamlined Lead Management with Effective Routing **Rating:** 4.5/5.0 stars **Reviewed by:** Muaaz H. | Customer Support Agent Tier ll, Environmental Services, Small-Business (50 or fewer emp.) **Reviewed Date:** April 21, 2026 **What do you like best about Traction Complete?** What I like the most about Traction Complete is the Visual Flow Designer, which makes complex matching logic and real-time data staging possible. The interface is incredibly intuitive, allowing me to build and visualize complex routing trees in a drag-and-drop style of editing, making troubleshooting easy. One standout feature is its ability to match leads based on fuzzy logic, including website domains and even IP addresses, significantly increasing our matching accuracy. The real-time data staging allows us to clean and enrich data before it hits the CRM, keeping our Salesforce instance lean and accurate. **What do you dislike about Traction Complete?** Well, the internal reporting on why specific leads took a certain path can sometimes be difficult to spot into a high level execution summary. During massive data imports or high volume marketing events, there can be a low latency in the routing execution, which is impacting the instant nature of our follow ups. **What problems is Traction Complete solving and how is that benefiting you?** Traction Complete eliminates speed-to-lead bottlenecks by automating lead assignment, solves duplicate records by accurate lead-to-account matching, and resolves global territory management complexity with visual routing, all without needing Apex code. ### 9. Traction Complete automatically assigns accounts and builds teams, ending our manual struggles. **Rating:** 4.5/5.0 stars **Reviewed by:** Issa M. | Marketing operations analyst, Mechanical or Industrial Engineering, Small-Business (50 or fewer emp.) **Reviewed Date:** April 21, 2026 **What do you like best about Traction Complete?** I personally love that Traction Complete automates the lead to account matching in Salesforce. It also links new leads to existing accounts instantly, eliminating the possibility of two records and making sure that the sales reps can see all the information. The account based routing saves colossal amounts of time; leads are automatically forwarded to the respective territory owner. **What do you dislike about Traction Complete?** The thing that I dislike the most about Traction Complete is the initial setup of the matching and routing rules. It can be rather a complicated process to get everything just tuned to prevent false positives or false assignments. It will take a lot of time to actually optimize. Moreover, just making sure that all edge cases are taken care of occasionally requires more manual testing than I would desire. **What problems is Traction Complete solving and how is that benefiting you?** This solution has wiped off all the mess of manual lead assignment and data duplication. In the past, our sales force had to spend hours trying to find new leads using manual methods of matching them to existing accounts either resulting in duplication or misassigning leads which reduced the speed of follow-up. It now automatically does all lead to account matching and routing. This will make sure that reps have the right leads and will be assigned immediately to go and focus on selling. ### 10. Effortlessly Manages Duplicates, Seamlessly Integrates with Salesforce **Rating:** 4.0/5.0 stars **Reviewed by:** Casey L. | Salesforce Administrator, Small-Business (50 or fewer emp.) **Reviewed Date:** December 13, 2022 **What do you like best about Traction Complete?** 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. **What do you dislike about Traction Complete?** I cannot think of anything at this time. **What problems is Traction Complete solving and how is that benefiting you?** I use Traction Complete to efficiently manage duplicates beyond Salesforce's standard rules, automating and manually rerunning rules on a mass scale. It's easy to navigate without deep expertise and saves us from creating duplicate accounts, preserving our subscriptions. **Official Response from Marketing Team:** > We're glad to hear that Traction Complete is helping you with lead distribution and customizations. Thank you for sharing your positive experience! ### 11. Automated Lead-to-Account Matching That Transformed Our Lead Routing **Rating:** 4.0/5.0 stars **Reviewed by:** Allen J. | Senior Marketing manager, Small-Business (50 or fewer emp.) **Reviewed Date:** April 21, 2026 **What do you like best about Traction Complete?** At the time of my joining of Bhudeva Solution as Senior Marketing Manager, big headache was our lead distribution. My marketing team is diligently working and creating hundreds of webinar, LinkedIn ad, and web leads. But sales team are in constant gripes they are not receiving leads on time or they are getting lead to incorrect territory reps. It was developing tremendous clash between marketing and sales. Then we determined to initiate Traction Complete within our Salesforce. Waste no words, it changed our story altogether. The automated lead-to-account matching is the best thing I like. As the new lead arrives, Traction Complete is automatically verifying and connecting this with the appropriate parent account. In addition, the flow builder is very easy to use, i.e., visual drag and drop. I do not have technical developing background but I can easily learn and configure routing rules to my various campaigns, as I have a marketing background. Campaign India region, I simply drag the rule, and it sends leads to India sales team the minute it receives it. It is saving my team 2-3 hours per day of manual check work. **What do you dislike about Traction Complete?** In software world nothing is ideal. Or in the initial time, it was slightly complex to us with which we had to set things. Before you deploy Traction Complete rules, there are two things you need to know: the Salesforce data architecture is operational and how. There is learning curve for sure. Occasionally, with very large bulk lead uploads following offline trade show (such as 5,000 or more leads at once), the system is just slow to handle and route them all. In addition to that a little high pricing is attached in case you are a small company, yet regarding Bhudeva Solution profit of investment is equal to the expenses. **What problems is Traction Complete solving and how is that benefiting you?** The primary issue that we solved is leaking of lead and very slack response time. In the past, there were lead time queues that were 2 days long. Because of Traction Complete, our speed-to-lead is increased by almost 60%. Now, in case marketing is taking a hot lead, it will automatically appear on the dashboard of an appropriate account owner. Sales reps will call them in 5 minutes. Due to this quick turnaround, we have a high conversion rate of our Marketing Qualified Lead (MQL) to Sales Accepted Lead (SAL). Lastly, the coordination between the sales and marketing is very harmonious and fruitful at Bhudeva Solution. ### 12. Lead routing is finally intelligent **Rating:** 4.5/5.0 stars **Reviewed by:** Mervin D. | Salesforce Administrator, Retail, Small-Business (50 or fewer emp.) **Reviewed Date:** April 20, 2026 **What do you like best about Traction Complete?** I’m incredibly grateful for Traction Complete, which makes it easy to create and maintain intricate account hierarchies automatically. It links subsidiaries to parent companies smoothly and gives our sales team a complete, clear view of customer relationships. Another standout feature is the automated lead-to-account matching: it connects new incoming leads to existing Salesforce accounts, helps eliminate duplicates, and routes everything appropriately. **What do you dislike about Traction Complete?** Traction Complete would have an initial configuration that could be rather complex and needs a profound knowledge of your Salesforce data structure to establish rules successfully. Although the rules engine is highly effective, it must be monitored closely because of the possibility of misclassified accounts or leads because of faulty logic. **What problems is Traction Complete solving and how is that benefiting you?** Before Traction Complete, we constantly battled with fragmented customer data in Salesforce like duplicate accounts, unlinked leads, and a lack of clear account ownership. Our salespeople spent hours in an attempt to determine whether a new lead was part of an existing enterprise client. Traction Complete is now a way of matching each lead to the right account automatically and giving reps immediate context. ### 13. Powerful Matching, Hierarchies, and No-Code Deduplication That Keeps Data Clean **Rating:** 4.0/5.0 stars **Reviewed by:** Sohil D. | Data Science Manager, Mid-Market (51-1000 emp.) **Reviewed Date:** April 20, 2026 **What do you like best about Traction Complete?** Frankly speaking, as a Data Science Manager, my AI/ML models need good food (clean data) to give good predictions. In the past, we became used to our CRM only consuming garbage. This review is done after 2 years of hands-on. I shall mention unto you my 3 most favoured things in an unsophisticated manner: The Matching Engine: It is excessive powerful. On uploading a new list, Traction Complete automatically locates the exact matching Account. No longer has an orphan wandering about in the system. Complete Hierarchies: Personally, this is my favourite. We must be able to access parent-child mapping of large enterprise companies in data science in order to determine the total potential revenue. The tool is automatically drawing the entire family tree. And we no longer have to write convoluted SQL or SOQL queries to use in this updation. No Code Deduplication: My data engineers are now extremely glad. They are on complete waste of time before, writing Python scripts to combine duplicates. We are now mass merging their Complete Clean interface. It is saving our maximum bandwidth. **What do you dislike about Traction Complete?** There are only one or two points of pain. The learning curve is very steep. It opens up the setup screen the first time as an airplane dashboard. So many custom objects and rule settings are there! As well, we find that their support staff is taking 24-48 hours to revert when we have to create an intricate routing flow, and we file a ticket. When we happen to be in the midst of a tight sprint deadline, this delay is eliciting some bit of frustration. **What problems is Traction Complete solving and how is that benefiting you?** Prior to this software, lead leakage was every day occurring. Hot leads originating on our site are going to incorrect sales reps or just sitting unassigned due to duplicate matching failure. Traction Complete is performing the needful by performing routing that is 100% accurate. In my department, the primary advantage is that of hygiene of data. We have now completely deduplicated and organized our database. My analysts are finally doing actual data science and forecasting works, instead of doing boring data cleaning tasks every day. It would be very economical to us. ### 14. Customer data management is just great **Rating:** 4.5/5.0 stars **Reviewed by:** Ariel T. | CRM Operations, Information Services, Small-Business (50 or fewer emp.) **Reviewed Date:** April 19, 2026 **What do you like best about Traction Complete?** I personally like how the Traction Complete assists in keeping the customer information clean and accurate. It will enable me to identify duplications in records and rectify anomalies in our database. The feature set enhances improved organization of data in various teams. It also aligns well with our sales and marketing platforms and helps in keeping information on track. This makes my work more efficient as I do not have to spend much time cleaning up data issues manually. **What do you dislike about Traction Complete?** I dislike the fact that, when it comes to a large amount of duplicate records, the reviewing process may be time consuming and redundant. Although there are numerous features, sometimes it might need manual examination. This has impacted my work since it slows down data cleanup work. **What problems is Traction Complete solving and how is that benefiting you?** Traction Complete solves the problem of inconsistent and duplicate customer data in my workplace. Before using it, records were often duplicated or outdated, which caused confusion between teams. Now the data is much cleaner and more reliable. This benefits me by saving time and improving confidence in the information I use. ### 15. Our territory assignment policy operates perfectly at this point **Rating:** 4.5/5.0 stars **Reviewed by:** Victoria S. | Revenue operations analyst, Marketing and Advertising, Small-Business (50 or fewer emp.) **Reviewed Date:** April 06, 2026 **What do you like best about Traction Complete?** Traction Complete is excellent in keeping Salesforce data clean and actionable. It has an intelligent lead-to-account matching which automatically connects new leads with existing accounts to avoid duplications and enhance records. I especially admire the feature of account hierarchies that provides our sales reps with a crystal-clear perspective of the intricate organizational structures. This detailed data sorting assists our teams in prioritization and interaction with the accounts in a more meaningful way resulting into improved outreach strategies. **What do you dislike about Traction Complete?** The first disadvantage of Traction Complete is that it can be a rather complex setup initially, particularly when setting up complicated routing rules regarding various territories. Administrators have to learn how to use its advanced features, though this does not come in a vacuum. At times, combining with particular third-party data sets needs additional hands-on intervention than is wanted. It is a powerful one, yet it is likely to take time to learn its administrative interface. **What problems is Traction Complete solving and how is that benefiting you?** Traction Complete essentially addresses our historical problem of unstructured, untidy CRM data and wasteful lead routing. Previously, our sales reps had been wasting time manually connecting leads or handling duplicates and it would lead to either lost business or a bad customer experience. Lads are now automatically matched to the proper accounts and sent on the spot. This will make sure that our sales team has the correct account context and can follow up quicker much increasing their efficiency and conversion rates. ### 16. This platform actually made our customer data make sense **Rating:** 4.0/5.0 stars **Reviewed by:** Rowan R. | CRM Data Analyst, Plastics, Small-Business (50 or fewer emp.) **Reviewed Date:** April 02, 2026 **What do you like best about Traction Complete?** Traction Complete sales pipeline visualization is brilliant. It provides a real time, clear picture of the status of each deal. Another thing that I find to be very helpful is the automated follow-up sequences - being able to set up a series of emails to nurture leads has saved us a lot of time. The built-in contact management, which directly connects the communication history with each prospect, allows remaining organized without any problems. It actually keeps our sales staff informed of all. **What do you dislike about Traction Complete?** The dashboard reports are a little cumbersome to customize. A little excavation is required to bring the bits and pieces of data we want on screen. In addition, the mobile application is workable, but does not have all the advanced filtering features of the desktop version. Sometimes, the syncing may as well be slow and a manual refresh is necessary to view the latest updates. **What problems is Traction Complete solving and how is that benefiting you?** Before Traction Complete, our lead follow up was random, and we would tend to miss the cracks when it came to potential deals. We now possess a systematic procedure with computerized notifications and email advertisements. This will make sure that no lead is left behind. The advantage is that it will result in a high conversion rate and far superior visibility on our lines of sale and therefore better forecasting. ### 17. Best tool for connecting lead to accounts and save time in Salesforce! **Rating:** 4.5/5.0 stars **Reviewed by:** Aditya S. | Graphic Designer, Mid-Market (51-1000 emp.) **Reviewed Date:** March 24, 2026 **What do you like best about Traction Complete?** 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. **What do you dislike about Traction Complete?** 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. **What problems is Traction Complete solving and how is that benefiting you?** We had a big problem of "Lead-to-Account" matching. Many times leads from our design webinars were going down the wrong sales person because they had messy data. This was solved by Tension Complete. Now, when a person downloads my design brochure or assets, they are immediately matched to the right company. At least covers 5-10 hours saving each week because we are not working manually on fixing data anymore. It helps us to scale up a lot faster as a team. ### 18. Finally my Marketing and Sales teams speak the same language! **Rating:** 5.0/5.0 stars **Reviewed by:** Shreyaa P. | Senior Marketing Executive, Enterprise (> 1000 emp.) **Reviewed Date:** March 19, 2026 **What do you like best about Traction Complete?** 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. **What do you dislike about Traction Complete?** 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. **What problems is Traction Complete solving and how is that benefiting you?** The other Big benefit is "Sales Morale". Earlier on, reps were cherry-picking leads/crying about "stolen leads." Now, the Round Robin and the Territory rules are so transparent that no one can complain. It has said a lot of "shanti" (peace) to our sales floor. Marketing is happy since their leads are actually getting worked, and Sales is happy, since they have the correct context before they make a call to the prospect. ### 19. Best Solution to deal with Salesforce Governor Limits and Complex Routing Logic. **Rating:** 5.0/5.0 stars **Reviewed by:** Harshit D. | Software Engineer, Enterprise (> 1000 emp.) **Reviewed Date:** March 18, 2026 **What do you like best about Traction Complete?** 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." **What do you dislike about Traction Complete?** 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. **What problems is Traction Complete solving and how is that benefiting you?** Our principal problem was "Routing Sprawl." We had so many old triggers and flows attempting to trying to assign leads no one knew why a lead was going to rep A and not B. Traction Complete consolidated all the stuff into 1 visual flow. As an engineer, it has decreased my "ticket count" from the sales team. They used to say "This lead is stuck" and I had to debug the logs so that happened earlier. Now, Traction includes a Visual History Log where anybody can see exactly what rule the lead did hit. It has made our GTM (Go-To-Market) process very much more stable. ### 20. Best tool to fix Lead Routing and Account Hierarchy Issues in Salesforce. **Rating:** 4.0/5.0 stars **Reviewed by:** Poonam M. | UI/UX Designer, Mid-Market (51-1000 emp.) **Reviewed Date:** March 17, 2026 **What do you like best about Traction Complete?** 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. **What do you dislike about Traction Complete?** 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. **What problems is Traction Complete solving and how is that benefiting you?** Our most significant problem was "Speed to Lead". Our sales reps were complaining that leads are sitting around unassigned for hours. Traction Complete solved this with instant round-robin routing of them based on territories. Another big win would be the "Data Cleanliness". It also merges duplicates automatically and assigns them to the correct owner of the account with automatic results. For me as an Admin it means less support tickets from sales reps crying about "stolen leads" or "wrong ownership". It makes my life very peaceful and the Sales VP very happy with the conversion rates now as well. ### 21. Flexible Merge Plans That Keep Account & Contact Records in Focus **Rating:** 4.5/5.0 stars **Reviewed by:** Melissa G. | Director of Account Management, Mid-Market (51-1000 emp.) **Reviewed Date:** February 12, 2026 **What do you like best about Traction Complete?** The various ways to build merge plans, and ability to focus on specific account and contact records. **What do you dislike about Traction Complete?** 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. **What problems is Traction Complete solving and how is that benefiting you?** My organization has so many challenges with duplicate records, mainly caused by another software we utilize (but there's also a fair share of human error - not confirming that a contact isn't already in our database), that we've had to build several different merge plans to locate duplicate account and contact records, in order to reduce the number duplicates. ### 22. Top-Notch Support and Partnership for Growth **Rating:** 4.0/5.0 stars **Reviewed by:** Verified User in Education Management | Enterprise (> 1000 emp.) **Reviewed Date:** February 06, 2026 **What do you like best about Traction Complete?** 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. **What do you dislike about Traction Complete?** 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. **What problems is Traction Complete solving and how is that benefiting you?** For our Marketing Ops org, this is a critical tool for managing our contact and lead deduping rules, as well as lead and contact routing. It helps ensure leads get to the right SDRs at the right time, while still providing the level of customization our sales org needs. **Official Response from Marketing Team:** > Thanks for sharing your thoughts and letting us know that our support, weekly touchpoints, and overall setup have been helpful. We hear you on the UI and reporting, and it’s great to know Traction Complete is making deduping and lead routing easier for your Marketing Ops team. ### 23. Effortless Lead Management with Seamless Salesforce Integration **Rating:** 5.0/5.0 stars **Reviewed by:** Victoria Y. | Senior Salesforce Administrator & Sales Operations Analyst, Mid-Market (51-1000 emp.) **Reviewed Date:** February 05, 2026 **What do you like best about Traction Complete?** 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. **What do you dislike about Traction Complete?** 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. **What problems is Traction Complete solving and how is that benefiting you?** I use Traction Complete for lead to account matching and routing. It ensures visibility into how prospects and customers engage with us and speeds up record routing for a better customer experience. **Official Response from Marketing Team:** > Hi Victoria, Thanks for sharing your experience! We’re thrilled to hear that Traction Complete is making lead management easier for your team and giving admins the power to make changes without waiting on technical resources. It’s great to know the integration with Salesforce ETM and your experience with Nicola are helping you move faster and stay close to the business. We also hear you on the extra step when updating ETM. It’s a great reminder for us as we continue looking for ways to reduce “swivel chair” moments and make the workflow even smoother. We really appreciate you taking the time to share your feedback! ### 24. Best-in-Class Support and a Smooth Overall Experience **Rating:** 5.0/5.0 stars **Reviewed by:** James F. | Salesforce Administrator, Mid-Market (51-1000 emp.) **Reviewed Date:** May 04, 2026 **What do you like best about Traction Complete?** Traction's customer/partner support is by far the absolute best from any company I've encountered. They are not only WILLING to help, they are EXCITED to help. **What do you dislike about Traction Complete?** There are very minor UI/UX improvements. That's the only thing I can think of. **What problems is Traction Complete solving and how is that benefiting you?** Dirty/Duplicative data and automated Assignment flows. ### 25. Traction Complete Keeps Our CRM Clean with Smart Lead Routing Automation **Rating:** 4.0/5.0 stars **Reviewed by:** Muhammad O. | Founding Member, Small-Business (50 or fewer emp.) **Reviewed Date:** March 09, 2026 **What do you like best about Traction Complete?** 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. **What do you dislike about Traction Complete?** It takes good amount of time for initial setup for managing complex Salesforce workflows. **What problems is Traction Complete solving and how is that benefiting you?** We use traction complete to organize data effectively in salesforce. It helps us automate tasks such as lead-to-account matching, lead routing, and data enrichment. This keeps our lead flow to correct sales representatives automatically. Its integration is very seamless with salesforce and also very easy to use. Overall, it keeps our CRM clean and structured. ### 26. Keeps Our CRM Clean with Easy Record Lookup and Creation **Rating:** 5.0/5.0 stars **Reviewed by:** Lawton R. | CRM & Analytics Coordinator, Small-Business (50 or fewer emp.) **Reviewed Date:** February 05, 2026 **What do you like best about Traction Complete?** 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. **What do you dislike about Traction Complete?** Honestly, I can’t think of many downsides—if any at all. **What problems is Traction Complete solving and how is that benefiting you?** One area that a former colleague and I felt Traction could improve was the UI. I’ve now been updated to the most recent version, and the improvements are fantastic! **Official Response from Marketing Team:** > Thanks for the review, Lawton! We love that Traction Complete is helping you keep your CRM clean and making record lookup and creation effortless. It’s also great to hear the latest UI updates are improving your day-to-day workflow. ### 27. Exceptional Reliability and Easy Integration **Rating:** 4.0/5.0 stars **Reviewed by:** Martin R. **Reviewed Date:** February 09, 2026 **What do you like best about Traction Complete?** I like the reliability of matching in Traction Complete and the ability to build clear routing rules or flows. The matching and hierarchy ensure proper attachment, prevent orphan leads and duplicate work between teams, which improves the quality of the pipeline and reporting. The flows help improve the coverage model with centralized and maintainable rules. **What do you dislike about Traction Complete?** nothing to signal **What problems is Traction Complete solving and how is that benefiting you?** I use Traction Complete to correct data quality, establish the right hierarchies, and ensure reliable lead to account matching, reducing manual oversight. The matching and hierarchy ensure proper attachment, prevent duplicates, and improve pipeline quality and reporting. ### 28. Effortless Duplicate Management with Stellar Support **Rating:** 5.0/5.0 stars **Reviewed by:** Courtney B. | Director, CRM Applications **Reviewed Date:** February 05, 2026 **What do you like best about Traction Complete?** I really like the team behind Traction Complete; they are stellar and take feedback seriously, which makes them a pleasure to work with. I appreciate that the product is constantly being improved, which has enhanced my experience with it. The UI updates have definitely streamlined its use, making parts like Complete Clean easier to navigate. The initial setup was also very easy. **What do you dislike about Traction Complete?** Being able to customize scheduled recurring merge plans even more would be super helpful. **What problems is Traction Complete solving and how is that benefiting you?** Traction Complete saves time by automating the merge process for Accounts and Contacts, eliminating manual effort. The improved UI streamlines product use, making it easier to navigate. **Official Response from Marketing Team:** > Thanks for taking the time to share, Courtney! We’re thrilled that our team and product make duplicate management easy and responsive to your feedback. We also love hearing that the UI updates are making your work smoother. Your input on recurring merge plans is great and helps us continue to innovate. ### 29. AI-Driven Matching and Seamless Support Make a Winning Combo **Rating:** 4.5/5.0 stars **Reviewed by:** Khaoula B. | Senior marketing manager, Marketing and Advertising, Small-Business (50 or fewer emp.) **Reviewed Date:** November 24, 2025 **What do you like best about Traction Complete?** It has strong AI-driven matching features that helps match new leads to accounts. This helps ensure new leads are connected to existing accounts to reduce fragmentation of data. The customer support service is very seamless. **What do you dislike about Traction Complete?** I have no dislikes with Traction Compete. It gives value for our money. **What problems is Traction Complete solving and how is that benefiting you?** Manual leads follow ups is slow and inaccurate and loosing leads is high possible. This tool there offers automation of routing and sets reminders to ensure leads are followed to the core which results to high productivity. ### 30. Step-by-Step Weekly Guidance That Keeps Us on Track **Rating:** 4.5/5.0 stars **Reviewed by:** Verified User in Accounting | Mid-Market (51-1000 emp.) **Reviewed Date:** February 09, 2026 **What do you like best about Traction Complete?** We have been having weekly meetings where they walk us through the process. Each week, we check to make sure the privacy scheduled job has run correctly and then create a new one. They guide us step by step and train us with a lot of patience. **What do you dislike about Traction Complete?** I’d really like to have documentation that explains the basic process step by step, so that if we hire a new team member in the future, we can share it with them. **What problems is Traction Complete solving and how is that benefiting you?** The main benefit is that they help us delete a large number of duplicates, which was very important for us. This also freed up some storage space. **Official Response from Marketing Team:** > Thanks for sharing your feedback and letting us know that our weekly guidance, step-by-step training, and support have helped manage duplicates and free up storage. We hear you on documentation, that’s something we’re looking to improve so new team members can get up to speed even faster. ### 31. Very helpful! **Rating:** 5.0/5.0 stars **Reviewed by:** Amy C. | Enterprise (> 1000 emp.) **Reviewed Date:** March 08, 2023 **What do you like best about Traction Complete?** It has been a great tool for arranging hierarchies, which ultimately help us identify the correct account ownership. **What do you dislike about Traction Complete?** Nothing that comes to mind at the moment **What problems is Traction Complete solving and how is that benefiting you?** Data governance and routing **Official Response from Marketing Team:** > We're glad to hear that Traction Complete has been an excellent tool for your team! We appreciate your feedback about the time it takes to update hierarchies and will share this with our team for future improvements. Thank you for sharing the problems Traction Complete is solving for you, such as data governance and routing. ### 32. A Powerful Tool Made Even Better by Outstanding Support **Rating:** 5.0/5.0 stars **Reviewed by:** Neil M. | Business Applications, Mid-Market (51-1000 emp.) **Reviewed Date:** October 22, 2025 **What do you like best about Traction Complete?** Easy to use tool, saves time with routing and not having to code pr build complex flows in SFDC. **What do you dislike about Traction Complete?** Took a little bit of hands on to get used to the UX but once you get it, it's easy. **What problems is Traction Complete solving and how is that benefiting you?** Lead routing and account ownership assignment. The lead routing is straight forward. The integrated de-duping and matching tools simplify the path you need to build out to get it to the right person. Additionally, the AI integration allows us to write prompts to update account owners based on territory logic with new accounts. **Official Response from Marketing Team:** > Thanks so much for your review! We’re thrilled to hear Traction Complete is making lead routing and account ownership easier, and that the AI and matching tools are helping your team. We really appreciate you sharing your experience, Neil. ### 33. A Simplpe and Effective tool for keeping clean data **Rating:** 5.0/5.0 stars **Reviewed by:** Joshua K. | CRM System Administrator, Mid-Market (51-1000 emp.) **Reviewed Date:** April 04, 2025 **What do you like best about Traction Complete?** The conditional merging is simple and effecting. Being able to avoid modifying the Salesforce duplication rules entirely removes a lot of headaches and prevents staff from being confused who use the system on the regular. This was all helped as we had an amazing Traction Complete team member guide us through and work on all of our issues that came up (Shauna Komaran) **What do you dislike about Traction Complete?** We had some initial concerns about data retention and reversals but the product has evolved since then through feedback and those have been rectified **What problems is Traction Complete solving and how is that benefiting you?** Our old system did not have complete data on all of our members so when it came time to ingest all of the records into Salesforce there were duplicates and incomplete accounts that made tracking those down harder. Being able to build simple and complex matching rules and winning conditions allows us to merge in bulk with confidence with what would otherwise be a labor intensive task involving multiple reports. ### 34. Chaso to clearitiy **Rating:** 4.5/5.0 stars **Reviewed by:** Saloni P. | Financial Analyst, Financial Services, Small-Business (50 or fewer emp.) **Reviewed Date:** August 08, 2025 **What do you like best about Traction Complete?** I like how Traction Complete keeps Salesforce data clean and organized—much like balancing financial books—while automating tasks like deduplication, lead routing, and account mapping to ensure every “data dollar” is tracked and used efficiently **What do you dislike about Traction Complete?** it only works with Salesforce, so teams using other CRMs can’t benefit. For smaller companies, the advanced features and pricing might feel like overinvesting—similar to buying an enterprise-level finance system when you only need basic bookkeeping. **What problems is Traction Complete solving and how is that benefiting you?** Traction Complete solves the problem of messy, duplicate, and incomplete Salesforce data, which can slow down sales and decision-making. By cleaning and organizing records automatically, it’s like reconciling financial accounts—you know everything is accurate and up to date. This helps me trust the data, move faster on opportunities, and make better business decisions. **Official Response from Marketing Team:** > Hi Saloni, thanks for taking the time to share your experience! We’re glad to hear Traction Complete is helping keep your Salesforce data clean and organized, and that the automation features are making a difference in how you work. Your feedback about CRM compatibility and fit for smaller teams is really helpful and something we keep in mind as we continue to evolve the product. We appreciate you sharing your perspective! ### 35. Traction Complete Makes De-Duplicating Our YMCA Database Easy **Rating:** 5.0/5.0 stars **Reviewed by:** Joyce C. | Operational Software Manager, Enterprise (> 1000 emp.) **Reviewed Date:** February 24, 2025 **What do you like best about Traction Complete?** We just went through January Membership Campaign, are in the middle of Annual Support Campaign, and have started our Summer Camp Sign-Up Days, lots of opportunities for duplicates to be created! I'm running Traction Complete everyday to keep our database de-duplicated and insure our members and participants have the best experience possible. Duplicate records can prevent our members from being able to access their online accounts, we've had zero complaints about this issue, because we are using Traction Complete! We have recently added Leads processing with Traction Complete and have it set to automatically merge Contacts added through Leads, it is working seamlessly. Our Account Manager had it set up in just a couple of days. Traction Complete listens to our needs and creates solutions that just work. Customer Support is amazing, they reach out to us with new features and updates. I enjoy working with the team at Traction Complete, they make having clean data almost effortless! **What do you dislike about Traction Complete?** There are no downsides. The team listens and builds solutions that work for us. **What problems is Traction Complete solving and how is that benefiting you?** Traction Complete allows us to identify and merge duplicate records added through online account creation by our members and data integration with our fundraising software. Without the use of Traction Complete our member and participant account information would be in multiple accounts and they would have difficulty registering for programs which would cause stress on them and on our staff of trying to resolve these issues. Traction Complete does in a couple of hours what would take me 40+ hours to do. ### 36. A great SFDC Routing tool **Rating:** 4.0/5.0 stars **Reviewed by:** Verified User in Computer & Network Security | Mid-Market (51-1000 emp.) **Reviewed Date:** May 08, 2025 **What do you like best about Traction Complete?** What I like best about Traction Complete is how robust and flexible the routing tool is. It handles a wide range of variables, which makes it easy to adapt to complex use cases. On top of that, the customer service team is incredibly responsive and helpful—they’ve made a big difference in ensuring everything runs smoothly. **What do you dislike about Traction Complete?** What I dislike about Traction Complete is that, while the tool is powerful, the canvas can get confusing quickly, especially for more complex setups. Without the support of the customer service team, it might be difficult to navigate certain challenges. Since I don't use the tool daily and rely on the customer service team to make changes, it can feel a bit unfamiliar and not as intuitive for occasional users like me. **What problems is Traction Complete solving and how is that benefiting you?** Traction Complete is helping us solve complex routing challenges by ensuring enriched records are assigned to the right owners and not left sitting in queues. It's streamlining our lead management process and giving us more confidence that our data is being handled accurately and efficiently, which ultimately supports faster follow-up and better alignment between teams. ### 37. An Amazing Tool for Flexibly Automating Processes **Rating:** 5.0/5.0 stars **Reviewed by:** Jack D. | Marketing Operations Manager, Enterprise (> 1000 emp.) **Reviewed Date:** January 09, 2025 **What do you like best about Traction Complete?** I like best how easy Traction Complete is to use; it's so intuitive with its workflows and so long as you have the data you can achieve whatever goals you need to. It's something we've been able to expand the use-cases for as we develop our business through speaking to our (incredibly helpful) customer success manager to talk over possibilities and workflows, easily integrating multiple features for different objects and have them work seamlessly together. The biggest upside that helps with all this is how easy it is to implement. There are short and succint guides for any setup and working with the flows is as simple as clicking create, setting things up, and choosing "Activate" or "Schedule" to get things running, allowing us to flexibly run these processes at whatever intervals we want, be it whenever certain criteria is met, or on an hourly/daily/weekly basis. **What do you dislike about Traction Complete?** There isn't much to dislike about Traction Complete, mainly superficial quality of life aspects (such as flow criteria steps removing entered values when you change the selected field even if the same value is available in the newly selected field). The only downside is that, as it is integrate with Salesforce, it is restricted by Salesforce limits when running any processes that involve queries etc., so if you are processing a large amount of data at a time there may be issues, however this is understandably an issue that any tool will face and can easily be circumvented by running processes in batches, which takes a little more time but ensures everything works correctly. **What problems is Traction Complete solving and how is that benefiting you?** Traction Complete is helping us solve an issue with our lead capture. We use Marketing Cloud Account Engagement and a third-party tool to capture leads from events so if a customer with an existing contact record in Salesforce enters the system, the new data will be merged with the contact record and the record owner will not be notified, reducing visibility if these customers want different products or need to speak to someone in different areas of the business. Traction Complete allows us to create duplicate leads from these contact records and use specific criteria to assign them dynamically to the most appropriate salesperson, whether it be someone different to the original owner of the contact or not. It also allows us to track and manage lead duplicates (when a lead already exists and another comes into the system), allowing us to flag/merge them as necessary and keep on top of our data quality by not having superfluous data. We are also using Traction Complete to manage opportunity classifications within Salesforce, through detailed flows spanning multiple objects to analyse all opportunities and products that exist on an account record to determine whether products sold on new opportunities should be classified as new, cross-sell, or upsell. This is a great benefit as it keeps our opportunity data clean for reporting purposes particularly when we are focusing on a certain type of business, in addition to keeping our commissions correct as they vary with each type. We have recently signed for Traction Complete Clean as well, which after a successful PoC we shall we using to merge duplicate accounts, increasing our data quality and improving our account hygiene. **Official Response from Marketing Team:** > Thank you for such a detailed and thoughtful review! We’re thrilled that Traction Complete has been intuitive and flexible for automating your workflows and expanding your use cases. It’s great to hear our guides and CSM support have made implementation seamless for you. We appreciate your feedback about quality-of-life improvements and Salesforce limits—your suggestions are valuable, and we’ll keep them in mind as we continue to enhance the product. We're thrilled to see you're getting great value from our tools, and we’re excited to continue supporting your success! ### 38. Efficiency Redefined with Traction Complete **Rating:** 5.0/5.0 stars **Reviewed by:** Daniele Q. | Director Marketing Operations, Enterprise (> 1000 emp.) **Reviewed Date:** January 07, 2025 **What do you like best about Traction Complete?** Traction Complete has revolutionized our lead routing process with its advanced capabilities, including round-robin assignment, dynamic routing based on territories, and seamless integration with Salesforce. The platform's customization options allowed us to tailor the routing logic to our unique business needs. What truly stands out is the impeccable support and expertise provided by the CSM team during the early stages of implementation. Their in-depth knowledge and practical advice ensured a smooth rollout and maximized the platform’s potential from day one. **What do you dislike about Traction Complete?** The initial implementation phase required a deep dive into configuration, which could feel daunting at times. However, this was offset by the incredible support from the CSM team, who guided us every step of the way. It would be great to see more out-of-the-box templates for common routing setups to speed up the onboarding process for new users. **What problems is Traction Complete solving and how is that benefiting you?** Traction Complete has addressed our need for a more sophisticated and accurate lead routing system. Before implementation, we faced delays and inefficiencies caused by manual lead assignments and limited routing logic. **Official Response from Marketing Team:** > Thank you for your review! We’re glad Traction Complete has improved your lead routing and that the customization and Salesforce integration meet your needs. Great to hear our CSM team made the implementation process smooth for you. ### 39. Great Product with Outstanding Support **Rating:** 5.0/5.0 stars **Reviewed by:** Verified User in Health, Wellness and Fitness | Enterprise (> 1000 emp.) **Reviewed Date:** February 19, 2025 **What do you like best about Traction Complete?** The biggest piece for the YMCA is that Traction Complete understands the data model for the managed package that we use in Salesforce. This has been a big help in controlling our duplicates. Shauna has been a phenomenal guide in our implementation and also in the continued use of the product. She has provided very detailed and professional customer service since the start of our engagement. The software is very easy to use and provides multiple layers of support. We were able to customize the jobs to easily integrate into our daily support to our end users. **What do you dislike about Traction Complete?** The only big downside I see about the software is that it needs to be run by an administrator. Now, this isn't any different than most de-duping software, but it would be nice if they had an option to allow this to be run by a non-administrator. This is more of a limitation set by Salesforce, but I imagine many companies would love for this to be run by Jr. Admins or Datamanagers. **What problems is Traction Complete solving and how is that benefiting you?** We use Traction Complete to manage our duplicates Account and Contact records. ### 40. Traction Complete Assignment Flows **Rating:** 5.0/5.0 stars **Reviewed by:** Steven S. | Salesforce Administrator, Enterprise (> 1000 emp.) **Reviewed Date:** February 08, 2023 **What do you like best about Traction Complete?** 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 Traction Complete?** 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 Traction Complete 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. **Official Response from Marketing Team:** > We're glad to hear that you find the Assignment flows easy to set up and use in Traction Complete. We appreciate your feedback about the inability to alter the scheduled job query and will share this with our development team. ### 41. Traction Complete Makes Complex Processes Simple **Rating:** 5.0/5.0 stars **Reviewed by:** Jake R. | CRM & Analytics Manager, Mid-Market (51-1000 emp.) **Reviewed Date:** November 27, 2024 **What do you like best about Traction Complete?** The best thing about using Traction Complete is the support that they provide to us as a customer. We have a dedicated Customer Success Manager who is always there for us to provide answers and technical guidance. I love that I don't have to become an expert in the platform to be able to use it. **What do you dislike about Traction Complete?** The platfom can be a little tricky to navigate around in, however, I know they are aware of this and are planning on making improvements in the UX. **What problems is Traction Complete solving and how is that benefiting you?** We use Traction Complete to manage duplicate Leads that come into Salesforce. Traction Complete will automatically recognize these duplicates, merge or convert the Lead into the existing record, and notify the Lead owner. If the Lead is not a duplicate, Traction Complete will assign the Lead in a criteria-based round robin fashion. We also use their Complete Clean tool that helps us actively manage our existing duplicate records in Salesforce. **Official Response from Marketing Team:** > Thank you for your thoughtful review! We’re glad to hear our Customer Success team has been helpful and that you feel supported. We appreciate your feedback on the navigation and are actively working on UX improvements. It’s great to know Traction Complete is making a difference in managing duplicates and streamlining your lead assignments. Thank you for sharing. ### 42. Great product(s) and great company to work with **Rating:** 5.0/5.0 stars **Reviewed by:** Frank R. | Salesforce Platform Owner, Mid-Market (51-1000 emp.) **Reviewed Date:** November 18, 2024 **What do you like best about Traction Complete?** The team at Traction Complete has been so great to work with from implementation a few years back to the present day. We came to them with a long list of requirements for our record routing and ownership tooling needs and they were able to help us achieve success from day one. Our product requests have always been reviewed and understood by the team, and in most cases, they were able to implement them into their product quickly or give us insight into their product roadmap. They're great at communication for both support and business review, and I really appreciate the dependable nature of our account team in a world where vendors change AEs and CSMs quarterly. They've also been great at pitching additional products where they see a good fit for our company and are quick to identify product areas that are already included in our current contract. Overall, one of my favorite vendors to work with and a great product as well. **What do you dislike about Traction Complete?** There's certainly a learning curve that comes with any product that can do so much in Salesforce, but the customer support and documentation is always there to help. **What problems is Traction Complete solving and how is that benefiting you?** We initially chose Traction Complete to handle Lead routing, but found use cases for expanding its routing capabilities for other objects like Accounts, Contacts, and some of our Partner Experience Cloud custom objects. As part of Lead routing, we 've also been able to leverage their Lead-to-Account matching based on public enrichment data and our internal data and have also explored their Account Data Management features. **Official Response from Marketing Team:** > We're thrilled to hear that you've had such a positive experience with our team! Providing exceptional support and clear communication support and communication is at the heart of what we do, and we're glad to hear that it has made a difference for your company. We appreciate your feedback and look forward to continuing to support your needs. ### 43. Game-changer for Sales Operations Team **Rating:** 4.5/5.0 stars **Reviewed by:** Jess T. | Associates Sales Operations Specialist, Mid-Market (51-1000 emp.) **Reviewed Date:** November 26, 2024 **What do you like best about Traction Complete?** Traction Complete has been an absolute game-changer for our sales operations. Their tools, especially for lead routing, have saved me an incredible amount of time and eliminated the frustration of manually assigning leads. The automation ensures that leads are routed accurately and efficiently to the right sales reps, which has significantly improved response times and productivity across the team. Our match rate has increased exponetionally, along with our follow-up time, ensuring speed to lead is a top priority. It's a huge plus that Traciton integrates so easily with Salesforce. Even in our complex environment, Traciton runs in the background to streamline processes and prevent errors. **What do you dislike about Traction Complete?** The history logs can be a bit messy and the interface there does not allow for a very clean search. **What problems is Traction Complete solving and how is that benefiting you?** Lead-to-account matching has increased; speed to lead has increased and we are easily able to track that data with timers. **Official Response from Marketing Team:** > Thank you for sharing your positive experience! We're glad to hear that our tools have saved you time and improved lead routing accuracy. We understand your concerns about the history logs and interface, and we'll take that into account as we continue to enhance our platform for a better user experience. ### 44. Life Savor For a Limited Resource Business **Rating:** 5.0/5.0 stars **Reviewed by:** Garrett M. | Director, Global Revenue Operations, Mid-Market (51-1000 emp.) **Reviewed Date:** November 12, 2024 **What do you like best about Traction Complete?** The Traction Complete solution allows our limited resources within Revenue Operations to better support our organization in several critical areas including acount hierarchies, territory management, lead routing and overall data governance. **What do you dislike about Traction Complete?** So far we have experienced zero negatives with the tool and the resources they have provided for our implementation and ongoing support. **What problems is Traction Complete solving and how is that benefiting you?** Traction is supporting us in three key areas: 1. Account Hierarchies and Territory Management - All accounts within our system utilize traction to ensure they are assigned to the right regions and account owners upon creation, therefore reducing our manual mapping efforts to virtually zero. Additionally, our GTM leadership has real-time access to account hierarchies and can determine if they want to follow the standard account hierarchies provided via our integration, or create custom hierarchies based on how our organization wants to support each account within the hierarchy. 2. Lead Assingments and Routing - All leads entering our system are mapped to the appropriate accounts and account owners, therefore reducing the time and effort involved in reviewing and routing sales leads where they need to go. We can now route all leads to the right people and the right place at the right time. 3. Data Governance - To ensure we maintain appropriate Salesforce hygiene, we utilize Complete Clean to proactively identify and merge duplicate records in our system. With a small team responsible for thousands of records flowing through our CRM, the tool provides a sense of confidence we are looking at the data in the right way, as well as structuring our clean-up logic to ensure the proper action if and when we have data issues. This allows the team to focus on other critical tasks vs. spend all of their time monitoring the data manually. **Official Response from Marketing Team:** > Thank you for sharing your experience with Traction Complete. We are pleased to hear that the tool has effectively supported your organization in reducing manual mapping efforts, streamlining lead assignments and routing, and maintaining data hygiene. We're also delighted you’ve had a positive experience with our tool and support team. We appreciate your positive feedback and are committed to providing ongoing support. ### 45. Powerful tool, even more powerful support **Rating:** 5.0/5.0 stars **Reviewed by:** Patrick P. | GTM Operations Manager, Enterprise (> 1000 emp.) **Reviewed Date:** February 14, 2023 **What do you like best about Traction Complete?** I’ve been thoroughly impressed by Traction Complete’s RevOps Data Management Suite for Salesforce. This powerful suite transforms the way revenue operations teams manage and optimize data. The tools are intuitive and highly effective at keeping data clean, connected, and incredibly easy to work with, leading to substantial productivity gains. Complete leads is a game-changer when it comes to lead matching and routing in Salesforce, ensuring teams stay in sync and close deals faster. Meanwhile, hierarchies offers unmatched capabilities for maximizing revenue from large customers with automated account hierarchy management. It’s a solution we never knew we needed but now can’t live without. Overall, Traction Complete provides innovative, user-friendly tools that have saved us time, improved our efficiency, and empowered our teams to scale quickly. Highly recommended for anyone using Salesforce who wants to boost their revenue operations performance! **What do you dislike about Traction Complete?** The user interface can occasionally be challenging for first-time users, particularly when it comes to features like scrolling to zoom in and out. However, aside from these minor usability aspects, I have no other complaints. **What problems is Traction Complete 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, giving insights into our account hierarchies. Empowering our sales team members to find the with space in their accounts. **Official Response from Marketing Team:** > Thank you for sharing your positive experience with our knowledgeable team and our powerful hierarchies feature. We understand the importance of having more knowledge articles and use cases available for self-service, and we are actively working on expanding our resources to better support our customers. ### 46. Great tool **Rating:** 3.5/5.0 stars **Reviewed by:** Matt G. | Salesforce Administrator, Mid-Market (51-1000 emp.) **Reviewed Date:** February 18, 2025 **What do you like best about Traction Complete?** Brilliant support provided by Zach in getting us setup. Ease of troubleshooting, the visuailise logs component makes it much easier to see the exact path a record has travelled through the flow. **What do you dislike about Traction Complete?** I'd love it if it could work better with Sales Engagement, specifically if it could remove cadence trackers prior to a merge as they prevent records from merging. I've built a record triggered flow thats triggered by a field update by our traction flow that handles the cadence tracker removals, but it would be great if that was a standard part of Traction. **What problems is Traction Complete solving and how is that benefiting you?** we previously had lots of different record matching flows in Ringlead, Traction has combined these into one flow per object making the whole process much more managable and allowing us to focus our attention of optimising our matching processes. ### 47. Transform complex account data into clean territories **Rating:** 5.0/5.0 stars **Reviewed by:** Navin P. | Head of Revenue Operations, Mid-Market (51-1000 emp.) **Reviewed Date:** February 23, 2021 **What do you like best about Traction Complete?** 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 Traction Complete?** 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 Traction Complete:** Understand your immediate use case and ensure you have alignment with their CS team to aid with configuration and initial setup. **What problems is Traction Complete 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. **Official Response from Marketing Team:** > We're glad to hear that you find our automation amazing and that it helps you build and maintain account hierarchies. We understand that it may take some time to understand the platform, but we're here to support you through training and leveraging our Customer Success team. ### 48. Traction Complete is a more than routing tool! **Rating:** 5.0/5.0 stars **Reviewed by:** Katya B. | BPA/Revenue Operations Analyst, Enterprise (> 1000 emp.) **Reviewed Date:** February 28, 2023 **What do you like best about Traction Complete?** Traction Complete's friendly User Interface enables us to route lead records and other Salesforce standard/custom object records as well. The tool is very easy to implement since it is a Installed Package in Salesforce. Features such as Lead to Account Match, User Availability and field updates 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. It also integrates with Outreach.io. The best about Traction Complete is its team, who responds promptly to any inquiries and provides excellent customer service! **What do you dislike about Traction Complete?** We have been a customer for almost 4 years and saw improvements and many new features in the product. Nothing to dislike. **What problems is Traction Complete 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. **Official Response from Marketing Team:** > Thank you for sharing your positive experience with Traction Complete! We're glad to hear that our product has been instrumental in automating your lead routing process and providing essential features like Hierarchies and First Response Timer. We understand the importance of pre-built reports and dashboards, and we will take your feedback into account for future enhancements. We're grateful for the opportunity to support your business needs! ### 49. Collaborative Company **Rating:** 4.0/5.0 stars **Reviewed by:** Verified User in Biotechnology | Mid-Market (51-1000 emp.) **Reviewed Date:** February 24, 2025 **What do you like best about Traction Complete?** How collaborative their team is and how willing they are to listen to their customers to adjust the product to fit their needs. They are highly communicative and also are willing to roll their sleeves up to get things done on the customer timelines. **What do you dislike about Traction Complete?** There are some improvements to the hierarchies that I would like to see as to how they are visualized within salesforce that would likely make it easier to view as a rep. The other piece there would be a mapping functionality within the territory hierarchy that would be a nice to have to help plan with customer visits and even events. **What problems is Traction Complete solving and how is that benefiting you?** deduplication of leads, lead routing and territory hierarchies ### 50. Amazing tool, the rolls-royce of lead routing and automation **Rating:** 5.0/5.0 stars **Reviewed by:** Daniel Foulkes L. | Marketing and Sales Development Strategy and Operations Manager, Information Technology and Services, Mid-Market (51-1000 emp.) **Reviewed Date:** January 20, 2025 **What do you like best about Traction Complete?** The tool is powerful, comprehensive, but also super versatile. There is a lot that can be customised and worked on, and their customer support is stellar. Our implementation was smooth and easy to follow. We use it daily on our operations and highly recommend it. **What do you dislike about Traction Complete?** I can't believe it took us so long to hear about traction. I dislike all the custom builds we had to go through instead of getting this tool earlier. **What problems is Traction Complete solving and how is that benefiting you?** A scalable and robust routing of leads as well as orchestrated hierarchy management of territories, accounts and verticals. **Official Response from Marketing Team:** > Thank you for your kind words! We’re thrilled Traction Complete has become a key part of your operations and that the implementation was smooth. It’s great to hear the tool is helping with lead routing and hierarchy management. If you ever need anything, we’re here to support you! ## Traction Complete Discussions - [What is your experience with Traction Complete for Salesforce data management, and what improvements could be made?](https://www.g2.com/discussions/what-is-your-experience-with-traction-complete-for-salesforce-data-management-and-what-improvements-could-be-made) - [What is Traction Complete used for?](https://www.g2.com/discussions/what-is-traction-complete-used-for) - [How are you handling Lead-to-Account matching and routing in Traction Complete inside Salesforce?](https://www.g2.com/discussions/how-are-you-handling-lead-to-account-matching-and-routing-in-traction-complete-inside-salesforce) - 1 upvote - [What features/workarounds/etc. have improved your design?](https://www.g2.com/discussions/41307-what-features-workarounds-etc-have-improved-your-design) - 1 upvote - [View Traction Complete pricing details and edition comparison](https://www.g2.com/products/traction-complete/reviews?section=pricing&secure%5Bexpires_at%5D=2026-05-13+09%3A33%3A27+-0500&secure%5Bsession_id%5D=40a41193-1769-4161-8209-28b976a9a385&secure%5Btoken%5D=6fcae6c65222c75e1ce528a6fff6718a6e6e729ff8fed633379144e018fb40cd&format=llm_user) ## Traction Complete Integrations - [Adobe Marketo Engage](https://www.g2.com/products/adobe-marketo-engage/reviews) - [Agentforce 360 Platform (formerly Salesforce Platform)](https://www.g2.com/products/agentforce-360-platform-formerly-salesforce-platform/reviews) - [Agentforce Sales (formerly Salesforce Sales Cloud)](https://www.g2.com/products/agentforce-sales-formerly-salesforce-sales-cloud/reviews) - [Agentforce Service (formerly Salesforce Service Cloud)](https://www.g2.com/products/agentforce-service-formerly-salesforce-service-cloud/reviews) - [Calendar](https://www.g2.com/products/calendar/reviews) - [Calendly](https://www.g2.com/products/calendly/reviews) - [Clearbit](https://www.g2.com/products/clearbit/reviews) - [Dynamics 365 Sales](https://www.g2.com/products/dynamics-365-sales/reviews) - [HubSpot Marketing Hub](https://www.g2.com/products/hubspot-marketing-hub/reviews) - [Outreach](https://www.g2.com/products/outreach/reviews) - [Salesforce Agentforce](https://www.g2.com/products/salesforce-agentforce/reviews) - [Slack](https://www.g2.com/products/slack/reviews) - [Snowflake](https://www.g2.com/products/snowflake/reviews) - [Traction Rec](https://www.g2.com/products/traction-rec/reviews) - [ZoomInfo Sales](https://www.g2.com/products/zoominfo-sales/reviews) ## Traction Complete Features **Lead Intelligence** - Lead Analysis **Lead Generation** - CRM Integration **Lead Monitoring** - Features **Matching** - Priority Matching - Account Tiebreakers - Fuzzy Matching **Agentic AI - Lead Capture** - Cross-system Integration - Proactive Assistance **Agentic AI - Salesforce AppExchange Apps** - Autonomous Task Execution - Multi-step Planning - Cross-system Integration - Adaptive Learning - Natural Language Interaction - Proactive Assistance - Decision Making **Agentic AI - Account-Based Analytics** - Autonomous Task Execution - Cross-system Integration - Adaptive Learning - Natural Language Interaction - Proactive Assistance **Lead Intelligence** - Lead Analysis **Lead Management** - Segmentation - Predictive Scoring - Account Identification **Routing** - Match and Route - Multi-Objects - Territories - Working Hours **Lead Management** - Segmentation - Account Identification **Analytics** - Export/Import **Platform Operations** - Service level Agreements - Audit Logs - Duplicate Match - Capping - Analytics - Integrations - Alerts & Notifications - AI Lead Matching & Routing **Functionality** - Identification - Correction - Normalization - Preventative Cleaning - Data Matching **Customization** - Integration **Management** - Reporting - Automation - Quality Audits - Dashboard - Governance **Agentic AI - Account Data Management** - Autonomous Task Execution - Cross-system Integration - Adaptive Learning - Proactive Assistance - Decision Making **Generative AI** - AI Text Generation - AI Text Summarization ## Top Traction Complete Alternatives - [LeanData](https://www.g2.com/products/leandata/reviews) - 4.6/5.0 (996 reviews) - [ZoomInfo Operations](https://www.g2.com/products/zoominfo-operations/reviews) - 4.4/5.0 (345 reviews) - [Chili Piper](https://www.g2.com/products/chili-piper/reviews) - 4.6/5.0 (717 reviews)