Traction Complete Reviews & Product Details

We have a very heavy Account Hierarchy and complex assignment rules, further complicated by nested hierarchies and rollups. The Traction Complete support is friendly, prompt, and willing to go into the weeds to help get the product to run well in any business model. When we have had a problem due to our business structure, they work it out - every time. Review collected by and hosted on G2.com.

I don't have any true dislikes. Our business model is so complex that there isn't a plug-and-play model that works for us. The fact that Traction Complete is willing to support our special needs, even after the implementation is complete is really a 'pro'! Review collected by and hosted on G2.com.

Just a brilliant idea to build hierarchies based on D&B data and present all related data in a graphical way. Brings CRM usability to another level. We were not able to find a comparable product with the same value/price ratio. Review collected by and hosted on G2.com.

Allow to add the same object multiple times to the overview of the hierarchy. For example, we would like to see Open, Won and Lost Opportunities for the group on separate tabs. Review collected by and hosted on G2.com.

The tool's most beneficial aspect is how my team can overlay information from other accounts in the hierarchy to get a more holistic view of critical data points related to our business. From an account record anywhere in the hierarchy, I can see high-level internal customer and firmographic information in a single interface. Review collected by and hosted on G2.com.

My company uses only a single data provider for Traction Hierarchies. Still, I have not seen or heard any indication that the ability to easily swap data providers (hot swap) is available or in the works. Ideally, the most agile solution would be to pick and choose individual data points from multiple providers in a single hierarchy, but the technical workings of that are beyond the scope of my role. Review collected by and hosted on G2.com.

By default Lead Records typically have a connection to other records (Accounts, Contacts, Opportunities) until after you convert them. The Traction Complete tool has helped out Lead Generation and Sales Team by giving them insight into existing records in these area to minimize the duplication of effort and enable visibility into ongoing sales efforts with the various companies. Their solution uses the out of the box duplication management to determine if the Lead already exists as a Contact or Company and then updates the Lead data when a match occurs. Other elements of their solution include advanced assignment and flow processes that are managed from the UI without metadata changes, thus making it easier for Non-Admins to adjust things as needed. Finally, the team at Traction Complete is top-notch and always able and willing to help as you have questions or suggestions for further improvements. Review collected by and hosted on G2.com.

The tool is limited in its Lead conversion process in that it cannot supersede all of the means to convert a lead, thus allowing some users to convert leads outside of the enhanced process they provide. (I believe this is a Salesforce limitation.). It does options to connect to Data.com and D&B Optimizer to further enable the process of enhancing the Lead data, but does not provide this for other enrichment tools like ZoomInfo/RingLead. Review collected by and hosted on G2.com.

We like the flexibility of this tool and its ease of use. The Traction Complete Customer Success team is second to none. They have been with us since day one, helping us design, build and implement the tool. And more importantly, they are still with us after the project went live, always helpful and responsive, only a Slack message away. Review collected by and hosted on G2.com.

There is not much that I don't like. It is a relatively young company (attracting top customers, though), but it can be a plus to us as a customer. We have identified a few essential features for us, and the Traction Complete team listened to us and incorporated them into their product roadmap. It feels great to know that they listened to us! Review collected by and hosted on G2.com.

Weekly meetings, knowledgeable & dedicated team members, and personal connections built with our internal team. Review collected by and hosted on G2.com.

Everchanging account managers! There have been times when we did not even know who our account manager was but having a team/ person dedicated to our org has helped us overlook this issue. Review collected by and hosted on G2.com.

Comprehensive Analytics - Traction Complete provides a range of analytics and insights that helps the team make data-driven decisions and optimise our sales and marketing processes in a scalable fashion. Review collected by and hosted on G2.com.

Nothing really stands out as being particularly "bad". Sometimes the de-duplication could be better as regional versions of the same company can sometimes have the people from different countries working in the same area. Review collected by and hosted on G2.com.

Automated and complete visualization of the accounts hierarchies in Salesforce. Unique business value. Great team to work with from sales, pre-sales, and implementation to support. Review collected by and hosted on G2.com.

The tool integrates with a third-party data provider. To maximize the value of Traction Hierarchies, you need to identify the best data provider for your target markets. Review collected by and hosted on G2.com.

I recently took on ownership of this tool and have been blown away by the level of support we've gotten from our CSM, Lauren. Knowing that I have someone to go to when I have questions or need a second set of eyes has been a game changer to our transition. The upfront time with our CSM has made me confident using the tool - allowing us to manage everything we need (from rotator optimization, to reassignments and more). Review collected by and hosted on G2.com.

The tool is highly sophisticated - so it can feel a little overwhelming at first. But, from my experience, I can confidently say that you realize the tool is much more user-friendly and easy to manage than you'd expect. Review collected by and hosted on G2.com.

Seamless integration with Salesforce and customisation of features; Traction works hand-in-hand with Salesforce coming with incredibly useful additional fields for troubleshooting and logging and has so much customisation to make sure the functionality can really fit the business cases. Review collected by and hosted on G2.com.

The only downside is that sometimes it can be difficult to understand how to set out some flows due to the nature of the relationship between objects in Salesforce, but luckily Traction's support team and documentation is on hand to answer questions. Review collected by and hosted on G2.com.