--- title: Traction Complete Reviews meta_title: 'Traction Complete Reviews 2026: Details, Pricing, & Features | G2' meta_description: Filter 173 reviews by the users' company size, role or industry to find out how Traction Complete works for a business like yours. aggregate_rating: rating_value: 4.7 review_count: 173 scale: '5' date_modified: '2026-07-17' parent_category: name: Sales Acceleration url: https://www.g2.com/categories/sales-acceleration --- # 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:** 173 ## 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 appreciate the **exceptional customer support** from Traction Complete, ensuring a smooth implementation and ongoing enhancements. (29 reviews) - Users appreciate the **ease of use** of Traction Complete, enjoying a streamlined interface and simple setup. (23 reviews) - Users value the **effective lead generation** capabilities of Traction Complete, enhancing data organization and operational efficiency. (18 reviews) - Users appreciate the **excellent customer service** from Traction Complete, receiving prompt assistance and thorough guidance throughout the process. (17 reviews) - Users appreciate the **routing efficiency** of Traction Complete, enhancing data management and task automation effortlessly. (16 reviews) - CRM Integration (15 reviews) - Salesforce Integration (15 reviews) - Intuitive (12 reviews) - Automation (11 reviews) - Easy Setup (11 reviews) **What users dislike:** - Users find the **administrator requirement** limiting, as it complicates usability for non-admin staff and delays issue resolution. (12 reviews) - Users note a **daunting learning curve** with Traction Complete's implementation, despite strong support from the CSM team. (11 reviews) - Users find the **navigation complexity** of Traction Complete cumbersome, requiring time to become familiar with the UI. (6 reviews) - Users note a **steep learning curve** for Traction Complete, though support from CSMs helps ease the process. (6 reviews) - Users find Traction Complete's tool **not intuitive** , especially for occasional users struggling with complex setups and navigation. (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. Terrific experience working with the Complete team and Complete/Hierarchies. **Rating:** 5.0/5.0 stars **Reviewed by:** Verified User in Computer Software | Mid-Market (51-1000 emp.) **Reviewed Date:** February 19, 2025 **What do you like best about Traction Complete?** The TractionComplete flows are highly functional and easier to use than Salesforce flows in many situations. Also, it's nice to be able to bundle all of the logic into separate flows for Accounts, Contacts and Leads. We have been working with Zach Shein, and he is a goldmine! **What do you dislike about Traction Complete?** Would like the opportunity to choose which flows to apply a mass update of Users to. At the moment, you can't tell which flows will get updated by making a mass change to the User Groups (i.e. replacing one user with another). **What problems is Traction Complete solving and how is that benefiting you?** We have many different lead routing and assignment rules that Traction allows us to code for. ### 2. Best software to manage Go To Market hierarchies, Great Customer Support **Rating:** 5.0/5.0 stars **Reviewed by:** Verified User in Internet | Enterprise (> 1000 emp.) **Reviewed Date:** May 21, 2025 **What do you like best about Traction Complete?** I used the Traction hierarchies part of Traction Complete for managing Go To Market hierarchies for next FY planning. It worked exactly as I needed it to. **What do you dislike about Traction Complete?** Its a bit cumbersome at times, could have a better UI. **What problems is Traction Complete solving and how is that benefiting you?** Making sure accounts are in the right hierarchies for upselling or cross-selling, ### 3. Great Partners for Routing Needs **Rating:** 5.0/5.0 stars **Reviewed by:** Jose H. | Operations Analyst, Enterprise (> 1000 emp.) **Reviewed Date:** November 14, 2024 **What do you like best about Traction Complete?** I appreciate the customer service provided by Traction Complete. If I have any questions or issues, I can reach out directly and expect a quick answer. I especially appreciate that they meet us where we are, for example, they work within our applications to provide quick updates and quicker answers. **What do you dislike about Traction Complete?** There are some limitations with the application but the Traction Complete team is quick to receive our feedback and provide meaningful product roadmaps that will address our use cases. **What problems is Traction Complete solving and how is that benefiting you?** Traction Complete helps us route leads to our sales colleagues quickly and effectively. **Official Response from Marketing Team:** > Thank you for your thoughtful review! We’re glad our customer service has been helpful and that Traction Complete supports your lead routing effectively. We appreciate your feedback on product limitations—it helps us improve continuously. ### 4. Great tool to help building hierarchies and flows. **Rating:** 4.0/5.0 stars **Reviewed by:** Saurabh J. | Senior Data Analytics Engineer, Mid-Market (51-1000 emp.) **Reviewed Date:** January 07, 2025 **What do you like best about Traction Complete?** Traction Complete has been amazing in building complex rules related to territory planning and building Hierarchies using third-party information, a friendly user interface, and a straightforward setup. The tool has various roll-up features to give more value adds. **What do you dislike about Traction Complete?** Configuring advanced rules or workflows Sometimes, processing time increases with very large datasets **What problems is Traction Complete solving and how is that benefiting you?** Traction Complete has been amazing and it helps us create complex rules to optimize territory assignments. Traction Complete allows us to build hierarchies and smoothly integrate with Salesforce for enhanced visibility and organization. Tool also has inbuilt de-dupe feature to identify duplicate accounts and merge with the winning accounts. **Official Response from Marketing Team:** > Thank you for your feedback! We’re glad Traction Complete is helping with territory planning, building hierarchies, and improving data organization with features like roll-ups and deduplication. We appreciate your note about advanced rules and processing large datasets—it’s feedback like this that helps us improve. ### 5. Amazing support, great tool to build complex routing rules **Rating:** 5.0/5.0 stars **Reviewed by:** Berin B. | Senior Manager, Sales Ops & Strategy, Mid-Market (51-1000 emp.) **Reviewed Date:** December 03, 2024 **What do you like best about Traction Complete?** The support you get from Traction Complete is the best I have seen. They are extremely fast in getting back and helping out in building out our complex routing rules. Whenever we have a question, they are ready to hop on a call to support us and are one of the most responsive teams I have worked with. Their tool also allows for very complex routing rules to be set up. They do great cross object lookups/updates and you can pretty much build any SFDC automation through their flow builder. **What do you dislike about Traction Complete?** Their flow builder can be a but complex and advanced for some users but once you get used to it, it's very powerful **What problems is Traction Complete solving and how is that benefiting you?** Complex lead routing rules **Official Response from Marketing Team:** > Thanks so much for your review! We’re happy to hear our team has been helpful and that you’re finding value in our platform for complex lead routing. Appreciate having you on board. ### 6. Perfect - Does its job as needed **Rating:** 3.5/5.0 stars **Reviewed by:** Verified User in Information Technology and Services | Enterprise (> 1000 emp.) **Reviewed Date:** November 19, 2024 **What do you like best about Traction Complete?** I can't imagine needing to manually route nearly 10000 leads, contacts and accounts every time we want to do book cutting or make sure our sellers have the proper accounts for the best ROI. I also love the fact that it's so easily intergrated into Salesforce and allows us to be able to dataload and trigger traction complete in Salesforce all at once. They are also very attentive to any issues that arise and work quickly to address them with us. **What do you dislike about Traction Complete?** The UI is not the cleanest and sometimes it does take a long time for errors to populate to be able to trouble shoot. **What problems is Traction Complete solving and how is that benefiting you?** The fact that we don't need to route 10000 leads, contacts, and accounts manually is amazing **Official Response from Marketing Team:** > We're glad to hear that Traction Complete is helping you automate lead, contact, and account routing, and that it integrates seamlessly with Salesforce. We appreciate your feedback on the UI and error troubleshooting, and we'll take it into consideration as we continue to enhance our platform. ### 7. Very helpful and responsive **Rating:** 4.0/5.0 stars **Reviewed by:** Verified User in Computer Software | Mid-Market (51-1000 emp.) **Reviewed Date:** February 19, 2025 **What do you like best about Traction Complete?** The technical support given is excellent and very responsive, we get replies very quickly and is on the same time zone. **What do you dislike about Traction Complete?** No real negatives, there is just such a lot I don't feel like we are making the most of what we have or what we are able to use. **What problems is Traction Complete solving and how is that benefiting you?** Lead routing, which is speeding up the time to qualify and convert leads. ### 8. Powerful automation tool to tag on to your SFDC **Rating:** 4.0/5.0 stars **Reviewed by:** Verified User in Information Technology and Services | Small-Business (50 or fewer emp.) **Reviewed Date:** November 15, 2024 **What do you like best about Traction Complete?** TractionComplete is a very powerful tool that can be used to automate a lot of logic in your day to day operational processes. I use TractionComplete mainly for lead routing and I've found it very powerful in it's ability to implement rather complicated cross-relational objects matching and populating of fields. **What do you dislike about Traction Complete?** Definitely not the easiest to pick up but with the right support and CSM, will gradually make a lot more sense. **What problems is Traction Complete solving and how is that benefiting you?** TractionComplete is helping me route leads to the right owners in my CRM system. It is automating a lot of the complex logic criteria and removing the manual work that we were doing previously! **Official Response from Marketing Team:** > It's great to hear that Traction Complete is helping you automate complex logic criteria and streamline lead routing in your CRM system. We're pleased to be able to remove manual work and improve efficiency for you. Thank you for sharing your experience! ### 9. Reliable product owned by a reliable team **Rating:** 5.0/5.0 stars **Reviewed by:** Kevin H. | Revenue Operations Analyst, Enterprise (> 1000 emp.) **Reviewed Date:** November 15, 2024 **What do you like best about Traction Complete?** The way our team can always adjust the routing system in a short amount of time is invaluable. We are able to create many Flows which helps us control things both macro and micro. **What do you dislike about Traction Complete?** It's hard to pinpoint issues sometimes. We have to ask the Traction Complete team which can delay the process. **What problems is Traction Complete solving and how is that benefiting you?** Automated Round Robin system which allows us to evenly distribute inbounds. **Official Response from Marketing Team:** > Thank you for sharing your positive experience with us! We’re glad to hear that adjusting the routing system and creating flows has been smooth for you. We understand how crucial timely issue resolution is, and we’re always working to enhance our support and troubleshooting processes to ensure the best experience possible. We appreciate your valuable feedback! ### 10. Strong routing rool **Rating:** 5.0/5.0 stars **Reviewed by:** Carrie T. | RevOps, Information Technology and Services, Enterprise (> 1000 emp.) **Reviewed Date:** January 07, 2025 **What do you like best about Traction Complete?** The routing tool in Traction has been pretty easy to use. **What do you dislike about Traction Complete?** Sometimes the tool loads a little slowly in Salesforce but can be solved by clearing cache **What problems is Traction Complete solving and how is that benefiting you?** Routing objects (lead/contacts/accounts/cases/opps) to the correct reps or teams. **Official Response from Marketing Team:** > Thank you so much for your feedback! We're thrilled to hear that you find our routing tool easy to use—it’s great to know it’s making a positive impact on your workflows. ### 11. Salesforce Architect **Rating:** 5.0/5.0 stars **Reviewed by:** Verified User in Computer Software | Mid-Market (51-1000 emp.) **Reviewed Date:** November 12, 2024 **What do you like best about Traction Complete?** Ease of use, intuitive interface and responsive/knowledgable support team. **What do you dislike about Traction Complete?** Lack of "How To" documentation/videos for basic functionality. **What problems is Traction Complete solving and how is that benefiting you?** It helps tremendously with building our account hierarchies , territory management and organizing and making sense of account firmographic data. We found early on that this functinality was necessary and wasn't part of our D&B build. We attempted to add rudimentary solutions but quickly learned we were in over our heads and the build versus buy decision was an easy one. **Official Response from Marketing Team:** > Thank you for your feedback! We're glad you find Traction Complete intuitive and our support team helpful. It's great to hear how we're making a difference with account hierarchies and territory management! We appreciate your input on "How To" resources—this is on our radar, and we’re working to improve. Thanks again, and let us know if we can help further! ### 12. Good product, great customer service **Rating:** 4.5/5.0 stars **Reviewed by:** Joey O. | Director, Growth Marketing, Mid-Market (51-1000 emp.) **Reviewed Date:** November 28, 2024 **What do you like best about Traction Complete?** It can accomodate simple to complex use cases for lead routing & matching. We have robust needs and it hasn't dissapointed yet. **What do you dislike about Traction Complete?** Nothing to date. I think having a robust process in place to test these flows are crucial. **What problems is Traction Complete solving and how is that benefiting you?** Its allowing us to match leads to accounts, and ensure the correct resource gets aligned to follow up. Its also managing our SLA's and helping us track sales follow up. **Official Response from Marketing Team:** > Thanks for your review! We’re glad we've been able to handle your complex lead routing and matching needs. Having a solid testing process is definitely key—we appreciate you highlighting that! It’s great to hear that our platform is helping streamline your sales follow-up and SLA management. Thank you for sharing your positive experience. ### 13. Building total addressable market with clean hierarchies - Use Traction **Rating:** 5.0/5.0 stars **Reviewed by:** Tim C. | Senior Director of Business Operations, Mid-Market (51-1000 emp.) **Reviewed Date:** June 05, 2024 **What do you like best about Traction Complete?** We use Traction Hierarchies as the source of truth for our business and account structures in Salesforce. This minimizes bickering between teams and allows us to execute more quickly. It's clean and easy to you. Their Customer Success team as been exceptional is supporting us. **What do you dislike about Traction Complete?** We still need to take steps to update Salesforce out of the box hierarchies to match what Traction tells us they should be. However, we've found a good solution to tackle this. **What problems is Traction Complete solving and how is that benefiting you?** Traction solved the problem of organizing our Salesforce Accounts into hierarchies that reflect how businesses operate in the real world. They provide the technology to organize DUNS numbers (products by Dun & Bradstreet) to the truth structure of organizations. ### 14. Traction Complete's Customer Service is Amazing! **Rating:** 3.5/5.0 stars **Reviewed by:** Verified User in Telecommunications | Mid-Market (51-1000 emp.) **Reviewed Date:** November 14, 2024 **What do you like best about Traction Complete?** The Traction Complete team is great to work with. They have great customer service and attention to detail and will work hard to solve any issue and also help to make my job easier. **What do you dislike about Traction Complete?** Traction Complete is a great tool; however, I think that building hierarchies should not be a manual process. Automate it instead. Update Traction to pull the company tree hierarchy directly from D&B instead of having to manually build the hierarchy. This would be better for our needs. **What problems is Traction Complete solving and how is that benefiting you?** Build Hierarchy **Official Response from Marketing Team:** > Thank you for your thoughtful review! We’re so glad to hear that you’ve had a positive experience with our team and that we’ve been able to make your job easier—your feedback means a lot to us. We noticed your comment about building hierarchies manually, and we wanted to let you know that our core feature is specifically designed to automate that process! Our Customer Success team would be happy to connect with you to review your setup, ensure everything is fully optimized, and explore how the automation can be customized to fit your unique data sources. Feel free to reach out to them anytime! ### 15. Great Product With A Customer Focus **Rating:** 5.0/5.0 stars **Reviewed by:** Scott F. | Director of Sales Operations, Mid-Market (51-1000 emp.) **Reviewed Date:** June 19, 2024 **What do you like best about Traction Complete?** Traction Complete Clean is a robust and all-encompassing data hygiene tool, a step above many in the space. Beyond the great tool itself, the superb customer experience sets them apart. Quickly factoring in customer feedback to the product and truly white glove customer support, that goes above and beyond. **What do you dislike about Traction Complete?** Some very small things like making AND/OR logic more apparent, would at times be helpful. **What problems is Traction Complete solving and how is that benefiting you?** Traction Complete Clean is helping us dedupe our data and maintain better data hygiene on an ongoing basis. **Official Response from Marketing Team:** > Thank you for the positive feedback! We're glad to hear that you find Traction Complete Clean to be a robust and all-encompassing data hygiene tool. We appreciate your suggestion about making "AND/OR" logic more apparent and will take it into consideration for future improvements. ### 16. Incredible support **Rating:** 5.0/5.0 stars **Reviewed by:** Lauren H. | Small-Business (50 or fewer emp.) **Reviewed Date:** November 10, 2023 **What do you like best about Traction Complete?** The friendliness and knowledge demonstrated by their team members. Every interaction feels like a conversation with a friend who happens to be an expert in their field. The team's willingness to go the extra mile to provide support and introduce new, innovative solutions is truly commendable. **What do you dislike about Traction Complete?** I honestly don't have a single negative thing to say about the company. My experience has been overwhelmingly positive in every aspect. **What problems is Traction Complete solving and how is that benefiting you?** Traction Complete is currently playing a pivotal role in streamlining our Account Hierarchy process. This functionality empowers our sales team to efficiently identify interconnected accounts. The integration on our Account object facilitates a swift overview of both prior year and current year sales, along with a clear variance analysis. This streamlined approach significantly enhances our ability to conduct targeted investigations into account sales, ultimately contributing to more informed and effective targeting strategies. **Official Response from Marketing Team:** > We are thrilled to hear that you have had such a positive experience with our team members. Providing friendly and knowledgeable support is a top priority for us. ### 17. Powerful and fast lead handling and routing **Rating:** 5.0/5.0 stars **Reviewed by:** Verified User in Information Technology and Services | Mid-Market (51-1000 emp.) **Reviewed Date:** April 18, 2024 **What do you like best about Traction Complete?** I like that it has lots of features that allow me to update, merge, convert, and assign leads where I need them. Onboarding has been amazing and the team is really available to help whenever I need it **What do you dislike about Traction Complete?** It was kind of hard to get used to the product, but once I was ramped it has been really helpful **What problems is Traction Complete solving and how is that benefiting you?** Deduplication of leads and lead routing. Has helped immensely with our old duplicate issues and the slack notifications on lead routing are great ### 18. Great tool to route quickly **Rating:** 5.0/5.0 stars **Reviewed by:** Christina T. | Mid-Market (51-1000 emp.) **Reviewed Date:** August 11, 2023 **What do you like best about Traction Complete?** It is very easy to execute complex business logic without the use of custom code. I don't need to worry about if my admin team can go in and tweak my logic, because traction has great support, it is easy to move changes between environments for testing and there is no custom code so everything is easily documented in plain language. This makes it very easy to implement and maintain compared to the apex code we were using to do the same function. I don't worry about traction complete when I go on vacation, I know they have my back. **What do you dislike about Traction Complete?** I like almost everything, and what I didn't like the product team was able to guide me on or enhance the tool. I have a few very complicated flows that are a little hard to follow visually, but I would take that over trying to explain apex code to a non-developer everyday! **What problems is Traction Complete solving and how is that benefiting you?** Traction Complete allows us to implement complex business logic at scale that is either too involved for flows or would hit governor limits using native functionality. We are able to use robust matching, auto-merging and custom field updates in a way that Salesforce flows would need apex to execute and is robust enough to handle large record sets without tripping governor limits. Also it has an excellent support team who can help you design the process and support it, which is a nice addition to help us manage this without a team of Salesforce flow-natics or a big developer team. **Official Response from Marketing Team:** > We're thrilled to hear that Traction Complete has been a valuable tool for executing complex business logic without the need for custom code. Our support team is dedicated to providing excellent assistance, and we're glad to hear that you've had a positive experience with them. We appreciate your feedback and are committed to continuously enhancing our tool to meet your needs. ### 19. Really great tool for Account-based Lead routing **Rating:** 5.0/5.0 stars **Reviewed by:** Robert K. | Systems Analyst, Enterprise (> 1000 emp.) **Reviewed Date:** June 01, 2021 **What do you like best about Traction Complete?** Thanks to the user-friendly UI and graphical way of programming, it is very easy to set up Lead routing rules even they're very complex. Also the extra features like conditional record updates or even Lead conversion are very cool. **What do you dislike about Traction Complete?** We encountered some bugs, but always received a timely and effective support. **What problems is Traction Complete solving and how is that benefiting you?** Our company decided to go for a new sales coverage model, which required Account-based Lead routing. Using Traction, we could very quickly implement it in SFDC and any further updates to Lead routing logic are possible usually within minutes. **Official Response from Marketing Team:** > We're glad to hear that you find Traction Complete user-friendly and effective for setting up lead routing rules. We apologize for any bugs you encountered, but we're pleased to hear that our support team was able to assist you in a timely and effective manner. ### 20. Best support of any tool we use **Rating:** 5.0/5.0 stars **Reviewed by:** Verified User in Telecommunications | Mid-Market (51-1000 emp.) **Reviewed Date:** November 30, 2023 **What do you like best about Traction Complete?** Traction Complete's customer support is the best of any tool I work with. I'm always able to get in touch with them quickly with questions and they take customer feedback (feature requests, etc.) seriously and typically manage to get them prioritized and deployed quickly if they are a good request. **What do you dislike about Traction Complete?** There's been a few hiccups along the way and some small bugs but the resolution time on those is incredibly fast and nothing that's had a major impact. **What problems is Traction Complete solving and how is that benefiting you?** Traction Complete manages all of our Lead to Account matching as well as Lead and Contact routing. It's allowed us to build comprehensive routing rules into the platform and has streamlined routing, notification and SLA processes. **Official Response from Marketing Team:** > Thank you so much for your kind words! We are thrilled to hear that you find our customer support to be the best among the tools you use. We pride ourselves on providing quick and helpful assistance to our customers. We appreciate your feedback and take feature requests seriously. It's great to hear that we have been able to prioritize and deploy your requests quickly when they are a good fit. We apologize for any hiccups and small bugs you have encountered along the way. However, we are glad to hear that our resolution time has been incredibly fast and that these issues have not had a major impact on your experience. Traction Complete is designed to solve lead to account matching and lead/contact routing challenges. We are delighted to hear that it has helped you build comprehensive routing rules and streamline your routing, notification, and SLA processes. If you have any further questions or need assistance, please don't hesitate to reach out. We are here to help! ### 21. Good product, frequent updates, excellent support **Rating:** 5.0/5.0 stars **Reviewed by:** Thomas C. | Mid-Market (51-1000 emp.) **Reviewed Date:** November 15, 2023 **What do you like best about Traction Complete?** Excellent customser sucess that goes above and beyond. Product itself is great for organizing a messy SF instance. Implementation is drag and drop flows that anyone can learn. Processes are run either daily or event driven. Integration into your current SF instance is very easy. **What do you dislike about Traction Complete?** Logging features are not fully fleshed out, but it is improving. **What problems is Traction Complete solving and how is that benefiting you?** Routing of records in general is handled by TC. Deduplication of records is also processed through TC. **Official Response from Marketing Team:** > We're thrilled to hear that you are enjoying the frequent updates and excellent support! Our goal is to provide top-notch customer success and we're glad to hear that it's resonating with you. We appreciate your feedback about the logging features and we are continuously working to improve in that area. Thank you for sharing your experience with Traction Complete! ### 22. Great tool with helpful support **Rating:** 3.5/5.0 stars **Reviewed by:** Verified User in Marketing and Advertising | Mid-Market (51-1000 emp.) **Reviewed Date:** November 21, 2023 **What do you like best about Traction Complete?** The support team is great and very helpfiul and flexible with answering our questions, and finding work-arounds for our complex hierarchy issues. **What do you dislike about Traction Complete?** The features of the tool were not what we initially had purchased for, but once we realigned and understood where we could find the value in the product, we realized how beneficial it can be for our hierarchies and visualization for the teams. **What problems is Traction Complete solving and how is that benefiting you?** We were not able to visualize our account hierarchies globally, and across multiple markets. Traction Complete has helped us visualize this information, while also providing information on duplicate records, open opportunities and activities across whole family groups. **Official Response from Marketing Team:** > Thank you for sharing the problems Traction Complete has helped solve for you. We're pleased to have provided a solution for visualizing account hierarchies globally and across multiple markets, as well as addressing duplicate records, open opportunities, and activities across family groups. ### 23. Fantastic tool for working with hierarchies **Rating:** 4.0/5.0 stars **Reviewed by:** Verified User in Information Technology and Services | Enterprise (> 1000 emp.) **Reviewed Date:** March 07, 2024 **What do you like best about Traction Complete?** We have a lot of customers where we need to understand their hierarchical relationships, especially in terms of providing support and access through inherited entitlements. Traction has allowed us to visualise and configure these to give real insight and ease of use **What do you dislike about Traction Complete?** It can be complex to interrogate the data for other use cases, but not sure how that could be made easier **What problems is Traction Complete solving and how is that benefiting you?** Handling hierarchy of account relationships, and visualising these. Dealing with the relationships where we might not know all the intermediary accounts **Official Response from Marketing Team:** > It's great to hear that Traction Complete is helping you handle hierarchy of account relationships and visualize them, especially in dealing with intermediary accounts. We're committed to providing solutions that benefit our customers in managing complex relationships. ### 24. Great CSMs and great conversion software product **Rating:** 4.5/5.0 stars **Reviewed by:** Yuliya M. | Marketing Operations Manager, Mid-Market (51-1000 emp.) **Reviewed Date:** September 28, 2023 **What do you like best about Traction Complete?** The Traction Complete team made our transition from Ringlead to their software a very seamless experience. We utilize their in-SFDC native platform for lead conversion and dupe management in Salesforce. I'm very impressed with their white-glove client service and customer support, and how incredibly open they are to accepting product feedback and following through with it. Would recommend to any fellow Ops colleagues using Salesforce as their CRM with a Lead and Contact Object in their instance! **What do you dislike about Traction Complete?** The CompleteClean product is still a bit clunky but TractionComplete is constantly releasing product improvements based on customer feedback. **What problems is Traction Complete solving and how is that benefiting you?** Converting leads to existing leads/contacts, or converting leads to existing business Accounts as Contacts in Salesforce. They also have a product for merging lead/contact/Account duplicates. **Official Response from Marketing Team:** > We're thrilled to hear that you had a seamless transition to Traction Complete and that you're impressed with our white-glove client service and customer support. We appreciate your feedback and are committed to continuously improving our product based on customer input. Thank you for recommending us to your network! ### 25. Best Customer Service out there **Rating:** 4.5/5.0 stars **Reviewed by:** Verified User in Information Technology and Services | Mid-Market (51-1000 emp.) **Reviewed Date:** November 15, 2023 **What do you like best about Traction Complete?** Their customer service is really the best we have experience. The tool is great but it is the people behind that tool that makes me want to recommend it to somebody. It does have a great number of features too with all the custom objects and what not. **What do you dislike about Traction Complete?** It is complex, however not too hard to use, slightly nitch and perhaps slightly hard to sell the value of the tool within an organization. **What problems is Traction Complete solving and how is that benefiting you?** Traction really helps with our segmentation and Account prioritization, particularly using their Whitespace account features and different ways to capture hiearchy revenue. **Official Response from Marketing Team:** > Thank you so much for your kind words about our customer service! We truly strive to provide the best support possible to our customers. We're glad to hear that you find our tool great and appreciate the features, especially the custom objects. We understand that Traction Complete can be complex, but we're constantly working to make it as user-friendly as possible. We appreciate your feedback and will continue to improve in this area. We also understand that selling the value of the tool within an organization can be challenging, but we're here to assist you every step of the way. We're thrilled to hear that Traction Complete has helped with your segmentation and account prioritization. Our Whitespace account features and revenue capture methods are designed to enhance your overall strategy and drive better results. If you have any further questions or need assistance, please don't hesitate to reach out. We're here to help! ### 26. Great tool, even better support **Rating:** 5.0/5.0 stars **Reviewed by:** Steffen D. | Enterprise (> 1000 emp.) **Reviewed Date:** May 02, 2023 **What do you like best about Traction Complete?** My favourite part is the support and true partnership with the Traction team. Everyone we have engaged with has been amazing all the way from pre-purchase POC to validate our use cases, swift implementation into our instances and easily accesible customer support for any post-implemetation queries. **What do you dislike about Traction Complete?** There is not much to dislike. We're scaling up our lead process and SDR team so we were scraping the minium deal size / number of licenses that is viable to pursue, so it comes with some investment but I can truly say it is well worth it and a reasonable expense when you look at the wider marketing & sales stack. Despite being a smaller client for the time being, we haven't received any less support. **What problems is Traction Complete solving and how is that benefiting you?** We are using Salesforce and Pardot and Traction helped us solve a longstanding issue to create leads for existing contacts to have them qualified through our SDR team upon engagement. CompleteLeads also provides us the flexibility in our lead routing to easily build and amend more complex assignment rules. **Official Response from Marketing Team:** > Thank you for sharing your feedback! We're glad to hear that our support and partnership with your team have been valuable to you. We appreciate your business and look forward to continuing to support your lead process and SDR team. ### 27. professional and smooth transition **Rating:** 5.0/5.0 stars **Reviewed by:** Mohamed H. | Business Systems Administrator (Salesforce), Enterprise (> 1000 emp.) **Reviewed Date:** November 16, 2023 **What do you like best about Traction Complete?** I am not the business user. Based on my observation from the business, it seems like a good product and customizable unlike our legacy system. The UI and the configuration guide was clean and easy to understand. Zack was available anytime we needed help with set up, changes, custom request. Integration was very easy with the SFDC system. **What do you dislike about Traction Complete?** so far there were no compliants from the business users. **What problems is Traction Complete solving and how is that benefiting you?** It helps us solve data complexity with regards to Account Hierarchies, matching and routing. **Official Response from Marketing Team:** > Thank you for your feedback! We're pleased to hear that Traction Complete's UI, configuration guide, and integration with SFDC met your expectations. We're also glad that it has helped solve data complexity related to Account Hierarchies, matching, and routing. ### 28. Come for the powerful tools, stay for the incredible service **Rating:** 5.0/5.0 stars **Reviewed by:** Chris M. | Partner & Principal Consultant, Consulting, Small-Business (50 or fewer emp.) **Reviewed Date:** April 12, 2023 **What do you like best about Traction Complete?** The user-friendly interface, coupled with Traction Complete's top-notch customer support, made the implementation process a breeze. Their team was and continues to be attentive and knowledgeable, ensuring that we had a seamless integration with our existing Salesforce system and continue to get the most out of the toolset. **What do you dislike about Traction Complete?** Learning curve: Although Traction Complete has a user-friendly interface, learning the platform's ins and outs still requires some time and effort (what tool doesn't?). However, this is the case with other competitor tools I've used and the ramp-up isn't nearly as demanding as many of those. I hesitate to even mention this because their customer success team does such a great job with onboarding and ongoing coaching. **What problems is Traction Complete solving and how is that benefiting you?** Before we discovered Traction Complete, managing and assigning leads was a laborious and time-consuming task in my client's Salesforce org, riddled with errors and inconsistencies. We also struggled with a cluttered Salesforce environment due to the presence of numerous duplicate records, which made data analysis and reporting very challenging. Traction Complete has completely evolved the way we work, streamlining our lead management process, and significantly enhancing the quality of our data. Our users (be they Sales, Marketing or Service) are ecstatic with the improvements we've made in just a few short weeks. With Traction Complete's advanced lead assignment functionality, our sales team now has a seamless and efficient system that automatically assigns leads to the right sales agents based on nuanced criteria, in a transparent manner and based on rep availability. This has not only increased our response time to new leads but has also improved our team's overall productivity and morale. The data cleansing features of Traction Complete have also been game-changers for our Salesforce environment. By identifying and merging duplicate records across various objects, it has allowed us to maintain a clean and accurate database, which has been invaluable for our data-driven decision-making processes. Our reporting has become more reliable, and my client's team can now focus on generating insights rather than dealing with data inconsistencies. **Official Response from Marketing Team:** > We're thrilled to hear that you found our user-friendly interface and top-notch customer support to be valuable during the implementation process. We're committed to providing seamless integration and ongoing support to ensure you get the most out of our toolset. ### 29. Great Product - Unbelievable Support **Rating:** 5.0/5.0 stars **Reviewed by:** Jamie J. | Enterprise (> 1000 emp.) **Reviewed Date:** March 17, 2023 **What do you like best about Traction Complete?** 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. **What do you dislike about Traction Complete?** 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'! **What problems is Traction Complete solving and how is that benefiting you?** Right Now - Account Hierarchy data management. We had written a lot of our requirements in Salesforce with Formulas, flows and rollups but we were hitting resource limitations and our instance was very slow. We look forward to introducing features to our users in the upcoming months. **Official Response from Marketing Team:** > Thank you for your positive feedback! We understand the challenges of managing a complex business structure, and we are committed to supporting your unique needs even after the implementation is complete. ### 30. Use full potential of D&B data with TractionComplete Hierarchies **Rating:** 5.0/5.0 stars **Reviewed by:** Ilia O. | Europen Expert - Sales Coordination Europe, Mid-Market (51-1000 emp.) **Reviewed Date:** April 26, 2023 **What do you like best about Traction Complete?** 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. **What do you dislike about Traction Complete?** 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. **What problems is Traction Complete solving and how is that benefiting you?** It creates a simple-to-understand, simple-to-navigate hierarchy for our international clients with decision-making locations and production sites spread across Europe and often across the continents. It highlights white spaces in the hierarchy, highlights duplicates provides a clear picture of the current situation with the entire group and individual sites of the group all in one view in one window. **Official Response from Marketing Team:** > It's great to hear that TractionComplete is simplifying the understanding and navigation of hierarchies for your international clients. We're glad to hear that it's providing a clear picture of your current situation and highlighting areas for improvement. ### 31. A great tool for any Salesforce org **Rating:** 5.0/5.0 stars **Reviewed by:** Connor W. | Enterprise (> 1000 emp.) **Reviewed Date:** March 13, 2023 **What do you like best about Traction Complete?** 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. **What do you dislike about Traction Complete?** 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. **What problems is Traction Complete solving and how is that benefiting you?** Traction helps the business understand where we need to penetrate our account base and, ultimately, who is responsible for those activities. The connection to external data providers also helps us understand the scope of whitespace both above and below the corporate family tree. **Official Response from Marketing Team:** > Thank you for your positive feedback! We understand the challenges of managing a complex business structure, and we are committed to supporting your unique needs even after the implementation is complete. ### 32. Lead Insights and Advanced Management **Rating:** 4.5/5.0 stars **Reviewed by:** Kenneth K. | Executive Manager - Technical, Enterprise (> 1000 emp.) **Reviewed Date:** March 13, 2023 **What do you like best about Traction Complete?** 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. **What do you dislike about Traction Complete?** 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. **What problems is Traction Complete solving and how is that benefiting you?** The tool helps improve the quality of Lead data, reduces data duplication, and provides insight into related records to the team. **Official Response from Marketing Team:** > Thank you for sharing your positive experience with Traction Complete! We're glad to hear that our tool has been helpful in minimizing duplication of effort and providing visibility into ongoing sales efforts. We appreciate your feedback and are committed to continuously improving our solution. ### 33. Flexible Solution and Top-Notch Customer Success **Rating:** 5.0/5.0 stars **Reviewed by:** Delphine G. | Sr. Director, Go To Market Operations, Mid-Market (51-1000 emp.) **Reviewed Date:** February 23, 2023 **What do you like best about Traction Complete?** 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. **What do you dislike about Traction Complete?** 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! **What problems is Traction Complete solving and how is that benefiting you?** 1) Rule-based lead-contact-account matching and routing, duplication management, overcoming the performance and manageability challenge we had with a tool we used before. 2) We also use Traction Complete on other custom objects. 3) Account hierarchy and intelligence. **Official Response from Marketing Team:** > We're thrilled to hear that you find Traction Complete flexible and easy to use, and that our Customer Success team has been so helpful and responsive. We strive to provide top-notch support to our customers from day one and beyond. Thank you for your feedback! ### 34. Best Salesforce Support team **Rating:** 4.5/5.0 stars **Reviewed by:** Verified User in Construction | Mid-Market (51-1000 emp.) **Reviewed Date:** October 26, 2021 **What do you like best about Traction Complete?** Weekly meetings, knowledgeable & dedicated team members, and personal connections built with our internal team. **What do you dislike about Traction Complete?** 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. **What problems is Traction Complete solving and how is that benefiting you?** Traction Complete has been our integration partner and Salesforce Support partner, all rolled into one. In the years that we've worked with them, they have helped us to customize our CRM to suit our business needs, and even recommened and integrate external tools where needed. **Official Response from Marketing Team:** > We're thrilled to hear that you appreciate our weekly meetings, knowledgeable team members, and the personal connections we've built with your internal team. We understand the challenges with everchanging account managers and we're committed to providing consistent support for your organization. Thank you for highlighting the benefits of our partnership and the value we bring to customizing your CRM and integrating external tools. ### 35. A must-have for managing complex CRM data **Rating:** 5.0/5.0 stars **Reviewed by:** Phu B. | Senior Sales Operations Analyst, Mid-Market (51-1000 emp.) **Reviewed Date:** May 10, 2023 **What do you like best about Traction Complete?** The traction complete hierarchy solution - having gone through the laborious process of aligning hierarchies manually in the past, this is a tool that I can no longer go without. Rather than researching and connecting accounts one-by-one, we now have the time to observe and analyze the data to make informed territory planning decisions with the click of a button. **What do you dislike about Traction Complete?** As with any new tool, there is a ramp period before you can fully get going. Initially, I found certain parts of the interface to be overwhelming, especially paired on top of our existing fields in SFDC. **What problems is Traction Complete solving and how is that benefiting you?** Keeping our CRM data clean helps us reclaim our time and stay productive. **Official Response from Marketing Team:** > It's great to hear that Traction Complete is helping you keep your CRM data clean and reclaim your time for more productive tasks. We're committed to providing solutions that make a positive impact on your workflow. ### 36. Traction Complete-ly cleans up salesforce **Rating:** 5.0/5.0 stars **Reviewed by:** Fraser M. | International account development manager, Mid-Market (51-1000 emp.) **Reviewed Date:** May 16, 2023 **What do you like best about Traction Complete?** 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. **What do you dislike about Traction Complete?** 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. **What problems is Traction Complete solving and how is that benefiting you?** Time Savings - With TC's automation capabilities, the team saves significant amounts of time by eliminating repetitive tasks and streamlining our workflows that would otherwise be cumbersome inside of salesforce only. **Official Response from Marketing Team:** > Thank you for sharing your positive experience with Traction Complete! We're glad to hear that the comprehensive analytics and automation capabilities have been beneficial for your team. ### 37. Must Have Tool to Supercharge Your Account Hierarchies in Salesforce **Rating:** 5.0/5.0 stars **Reviewed by:** Akiko O. | Director Global Sales Operations, Mid-Market (51-1000 emp.) **Reviewed Date:** February 22, 2023 **What do you like best about Traction Complete?** 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. **What do you dislike about Traction Complete?** 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. **What problems is Traction Complete solving and how is that benefiting you?** Before Traction Complete: our account hierarchies were built manually, and we lacked visibility in the complete corporate family tree hierarchy. After implementing Traction Complete: the automated account hierarchies provide us with an automated and complete view of the corporate family tree, that our Go-To-Market teams can leverage to identify whitespace and opportunities for cross-sell / upsell. Traction Complete is a real a game-changer recommended for any Rev Ops and Sales Ops teams looking to enhance the usability of Salesforce account data. **Official Response from Marketing Team:** > It's great to hear that Traction Complete has provided you with automated and complete visibility into corporate family tree hierarchies, benefiting your Go-To-Market teams. We're committed to helping Rev Ops and Sales Ops teams enhance the usability of Salesforce account data. ### 38. Support can't be beat! **Rating:** 5.0/5.0 stars **Reviewed by:** Kristina S. | Small-Business (50 or fewer emp.) **Reviewed Date:** May 04, 2023 **What do you like best about Traction Complete?** 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). **What do you dislike about Traction Complete?** 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. **What problems is Traction Complete solving and how is that benefiting you?** We use assignment flows and hierarchies to manage our best and conduct sales assignment (rotator and redistributions). **Official Response from Marketing Team:** > We're thrilled to hear that you've had such a positive experience with your CSM, Lauren! Providing top-notch support is a priority for us, and we're glad to hear that it's made a difference for your team. If you ever have any questions or need assistance, please don't hesitate to reach out. ### 39. Traction Complete Setup, Implementation, and Support **Rating:** 4.5/5.0 stars **Reviewed by:** Verified User in Financial Services | Enterprise (> 1000 emp.) **Reviewed Date:** May 22, 2023 **What do you like best about Traction Complete?** 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. **What do you dislike about Traction Complete?** 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. **What problems is Traction Complete solving and how is that benefiting you?** Traction is allowing us to track the time taken to respond to leads, allow us to easily create duplicate contacts and leads and augment the duplicate's data from the originals, along with giving greater control over lead assignment. **Official Response from Marketing Team:** > Thank you for sharing your positive experience with Traction Complete's customisation and functionality. We understand the challenges of setting up flows, and our support team is always available to address any questions or concerns you may have. ### 40. Traction Complete Products and Support Team if miles above any other **Rating:** 5.0/5.0 stars **Reviewed by:** Christian G. | CRM Developer, Mid-Market (51-1000 emp.) **Reviewed Date:** February 13, 2023 **What do you like best about Traction Complete?** Account and data management tool is a robust platform that allows for advanced lead automation in deduping, routing, merging, and appending data. Beyond the product the service team is by far the most worthwhile part of working with Traction. Lauren and Andrew on the account support team have gone above and beyond in providing support in building out custom automation needed for my sales team as well as helping troubleshoot issues. **What do you dislike about Traction Complete?** Traction Complete is providing constant updates to their platforms, while a scenario for automation may not be available initially, I have worked with their team to get a solution implemented. **What problems is Traction Complete solving and how is that benefiting you?** Traction Complete provides the mid level automation between basic salesforce functionality that is often lacking and creating custom code that will constantly need updates. **Official Response from Marketing Team:** > Thank you for your positive feedback! We're glad to hear that our platform and support team have been valuable to your sales team. We understand the importance of ongoing updates and are dedicated to providing solutions for your automation needs. ### 41. Excellent Product and Superior Customer Support **Rating:** 5.0/5.0 stars **Reviewed by:** Jolie B. | Salesforce Administrator, Mid-Market (51-1000 emp.) **Reviewed Date:** December 19, 2022 **What do you like best about Traction Complete?** Traction Complete stands out with its ability to accurately match and route leads based on complex business requirements. **What do you dislike about Traction Complete?** Complex flows are a necessary evil to create desired customizations. That said, it takes time for local Admins to catch up and manage the tool independently. **What problems is Traction Complete solving and how is that benefiting you?** We transitioned from a dated custom lead conversion setup that required extensive developer updates to make minor changes. To move past this, we transitioned to Lead record management, which required automated distribution. After searching for a native Salesforce solution, we found that Traction Complete Leads was the best option for round-robin distribution and duplicate management. In addition, they could accommodate our complex business rules and processes without needing custom Apex code. As a result, we now have seamless automated lead distribution to agents based on phone availability during business hours and standard round-robin distribution after hours. Customization includes duplicate management on new leads via lookup for open Leads, Opportunities via Contact/Account matching, and automated duplicate management on lead conversion. An additional customization updates matching Contact records from new Lead record submissions keeping our org data in sync. This list highlights only a portion of what Traction Complete Leads has done for our organization. **Official Response from Marketing Team:** > We appreciate your feedback and are thrilled to hear that Traction Complete has been able to solve your lead management challenges and provide seamless automated lead distribution. We understand that complex customizations can take time for local Admins to manage, and we're here to support you every step of the way. Thank you for choosing Traction Complete, and we look forward to continuing to meet your business needs. ### 42. Traction Complete is a robust automation tool that makes complex logic/actions attainable for Admins **Rating:** 4.5/5.0 stars **Reviewed by:** Tim M. | CRM Manager, Mid-Market (51-1000 emp.) **Reviewed Date:** December 15, 2022 **What do you like best about Traction Complete?** While it is potentially possible that my need (assigning Leads via a complex Round Robin flow) is possible using Salesforce Flows, the way we would have had to build it would have likely been inefficient on Salesforce governor limits. Traction complete allowed us to design our flow logic (not SF Flow, but a Traction Flow) in a way that made more efficient use of SF's limits. **What do you dislike about Traction Complete?** The learning curve (at least with our complex need) was a little steep, but we were able to work through that with some practice and some help from one of Traction's awesome Customer Success Managers. **What problems is Traction Complete solving and how is that benefiting you?** We needed some complex Round Robin logic that we didn't expect Salesforce Flows to handle well/efficiently. Traction Complete let us build a "workflow" that does what we needed without having to worry about hitting a dead end, as well as without needed a developer to write Apex. **Official Response from Marketing Team:** > Thank you for your feedback on Traction Complete! We're thrilled to hear that our tool has been able to help you with your complex Round Robin flow and make more efficient use of Salesforce's limits. We understand that there may be a learning curve, especially with complex needs, but we're glad to hear that our Customer Success Managers were able to assist you along the way. At Traction Complete, we aim to solve problems like yours by providing a robust automation tool that allows Admins to design complex logic and actions without the need for Apex development. We want to empower our users to create workflows that meet their specific needs, while also ensuring they don't hit any dead ends. If you have any further questions or need additional assistance, please don't hesitate to reach out. We're here to help! ### 43. Great Product and Support **Rating:** 5.0/5.0 stars **Reviewed by:** Verified User in Computer Software | Enterprise (> 1000 emp.) **Reviewed Date:** August 24, 2023 **What do you like best about Traction Complete?** I loved the fact that support resources are highly accessible and there isn't an overly complex or long way to reach them. **What do you dislike about Traction Complete?** Hard to call something out since it's a great product but there are times when it feels like there are a lot of configuration options available at your disposal. However, I would rather have this problem than to to has less features, esepcially given that resources are always there to assist. **What problems is Traction Complete solving and how is that benefiting you?** Allowing for automation of routing logic as well as simplify the data update requirements that are required upon lead distribution. **Official Response from Marketing Team:** > Thank you for your positive feedback! We're thrilled to hear that you love the accessibility of our support resources and that you find them easy to reach. We understand that having a straightforward way to access support is crucial for a smooth user experience. Regarding your concern about the configuration options, we appreciate your feedback. We strive to provide a comprehensive set of features to meet the diverse needs of our users. However, we understand that too many options can sometimes feel overwhelming. We will take your feedback into consideration and work on improving the user experience in this area. We're glad to hear that Traction Complete is solving your automation and data update requirements. Our goal is to simplify lead distribution and make it more efficient for our users. If you have any further questions or need assistance, please don't hesitate to reach out. We're here to help! ### 44. Excellent suite of tools! **Rating:** 5.0/5.0 stars **Reviewed by:** Jeff K. | Director of Sales Operations, Mid-Market (51-1000 emp.) **Reviewed Date:** November 28, 2022 **What do you like best about Traction Complete?** The product's ease of use is, by and large, its greatest strength. The LEADS tools replace heavily code-dependent round robins and give the agility needed in a fast-growth environment. The HIERARCHY tools help to keep the data clean within hierarchy structures when paired with D&B Optimizer/D&B firmographic data source. **What do you dislike about Traction Complete?** While you can use the HIERARCHY tool without D&B data sources, my gut feeling was that the structure and automation of the tool work best when paired. If I was not already using D&B, this would have changed the impression. **What problems is Traction Complete solving and how is that benefiting you?** LEADS has replaced our heavily code-dependent round robin and insert / assignment logic. HIERARCHIES is helping to maintain DUNS hierarchy accuracy within Accounts. **Official Response from Marketing Team:** > We're pleased to hear that Traction Complete's LEADS and HIERARCHY tools have helped replace code-dependent logic and maintain data accuracy within hierarchy structures. Your feedback about the use of D&B data sources with the HIERARCHY tool is valuable, and we will continue to work on enhancing the tool's functionality for all users. ### 45. Sales Operations Analyst **Rating:** 5.0/5.0 stars **Reviewed by:** Verified User in Information Technology and Services | Small-Business (50 or fewer emp.) **Reviewed Date:** June 06, 2023 **What do you like best about Traction Complete?** It's easy to learn and use the tool. Whenever I need help, our account rep and the support team go above and beyond to assist. The functionality is great. My company originally purchased TC for lead routing, but the use cases just keep growing. **What do you dislike about Traction Complete?** I don't have any true dislikes so far. My only real challenge has been keeping up with the new features as they add them. **What problems is Traction Complete solving and how is that benefiting you?** It saves me a ton of time by automatically converting and assigning leads, merging duplicates and assigning accounts. **Official Response from Marketing Team:** > We're thrilled to hear that you find Traction Complete easy to learn and use, and that our support team has been helpful. We appreciate your feedback and are committed to continuing to provide excellent service. ### 46. Powerful product allowing a broad understanding of complex relationships with large customers. **Rating:** 5.0/5.0 stars **Reviewed by:** Jody T. | Director Sales Operations, Small-Business (50 or fewer emp.) **Reviewed Date:** February 08, 2023 **What do you like best about Traction Complete?** Simple to understand, implement, and govern. It allows sales reps to see all relationships touching a single company in one organized view. Traction is given prime real estate on our account layout page, demonstrating the value to our selling resources. **What do you dislike about Traction Complete?** None - the product works as sold. There are features and upgrades we have not started to explore. **What problems is Traction Complete solving and how is that benefiting you?** Ability to communicate to our customer who they are working with at our company. It allows us to teach our sales reps where potential upside selling opportunities exist. We also use Traction Complete to govern our rules of engagement between sales reps and other organizations within the company. **Official Response from Marketing Team:** > We're thrilled to hear that Traction Complete has been valuable in providing a clear understanding of complex relationships with your large customers. Thank you for highlighting the simplicity of implementation and the organized view it offers. We're committed to continuing to provide features and upgrades that add value to your experience. ### 47. Great product and customer-centric team **Rating:** 5.0/5.0 stars **Reviewed by:** Clark L. | Head of Inbound Sales Development, AMER, Enterprise (> 1000 emp.) **Reviewed Date:** February 23, 2023 **What do you like best about Traction Complete?** How easy they have made routing for our inbound team. They worked seamlessly with our Business Technology team to ensure we had our custom list of requirements fulfilled. **What do you dislike about Traction Complete?** I didn't dislike anything about Traction Complete; they were great to work with. I felt like this was a pretty satisfying customer experience and drove great impact for our team. **What problems is Traction Complete solving and how is that benefiting you?** Traction complete is solving our problem of hour our leads and accounts get routed to the correct people as quickly and effectively as possible. We have extremely conditional routing that took a lot of work to set up. **Official Response from Marketing Team:** > Thank you for sharing your positive experience with Traction Complete. We're glad to hear that our solution has driven great impact for your team and provided a satisfying customer experience. ### 48. Implementing Traction Complete has taken a ton of manual work off our hands. **Rating:** 5.0/5.0 stars **Reviewed by:** Sam S. | Business Development Representative, Mid-Market (51-1000 emp.) **Reviewed Date:** January 16, 2023 **What do you like best about Traction Complete?** They listened to our needs as we went through early stages and tailored its usage to our industry and business which can be very complicated and time intensive. **What do you dislike about Traction Complete?** There tends to be a lot of people involved in the set up process. It just makes knowing who to reach out to and just kind of slows some things down as they do their internal discussions. It's helpful most of the time but can cause a delay in what your own internal timelines might be. **What problems is Traction Complete solving and how is that benefiting you?** We have a number of leads and contacts that come in that can mean different things in our industry. Each of these types needs to be routed to a certain team that works with them. Figuring out who they are and which team they need to go to was a completely manual process of looking them up and sending them over manually. Traction Complete has taken the whole process off our hands and made the process much more reliable. **Official Response from Marketing Team:** > Thank you for sharing your positive experience with Traction Complete. We understand the challenges of the set up process and will work on streamlining the communication and decision-making to minimize delays. It's great to hear that Traction Complete has improved the reliability of your lead and contact routing process. ### 49. Traction Complete/Hierachies a great sales tool **Rating:** 5.0/5.0 stars **Reviewed by:** Ian F. | Mid-Market (51-1000 emp.) **Reviewed Date:** February 13, 2023 **What do you like best about Traction Complete?** The data enrichment with Complete for Leads gives us better quality data, and results in less duplicates being created. With Hierarchies, it gives the Sales team a great look at the white space within account hierarchies to help with more targeted selling. **What do you dislike about Traction Complete?** We need Traction Complete to integrate with D&B Connect (successor to D&B Optimizer) so that the data enrichment and hierarchy functionalities leverage the most recent D&B APIs. **What problems is Traction Complete solving and how is that benefiting you?** We want to use Complete to automate our Lead routing and assignment process because we have numerous gateways that funnel leads into our CRM and Marketing systems. **Official Response from Marketing Team:** > Thank you for sharing your positive experience with the data enrichment and hierarchy features of Traction Complete. We understand the importance of integrating with D&B Connect and will take your feedback into account for future improvements. ### 50. Traction Complete provided excellence on our project. **Rating:** 5.0/5.0 stars **Reviewed by:** Bryan P. | Senior Manager - Ethics, Compliance and Data Privacy, Enterprise (> 1000 emp.) **Reviewed Date:** April 26, 2023 **What do you like best about Traction Complete?** The resources that Traction Complete assigned to our project were extremely knowledgeable and provided excellent and timely support throughout the project. **What do you dislike about Traction Complete?** There were a number of resource changes during the project but we did not lose any time or incur any additional costs to the project as a result which mitigated this as an issue. **What problems is Traction Complete solving and how is that benefiting you?** We were replacing an existing application for analytics that was not able to meet our needs. Through the project that we collaborated with Traction Complete on, we were able to better meet our current and identified future needs in this area. **Official Response from Marketing Team:** > We are thrilled to hear that you found our resources to be extremely knowledgeable and supportive throughout your project. We strive to provide excellent and timely support to all of our clients. ## 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?page=2§ion=pricing&secure%5Bexpires_at%5D=2026-07-20+14%3A32%3A06+-0500&secure%5Bsession_id%5D=3382852a-c884-4e5d-8239-0971f0a5696a&secure%5Btoken%5D=ba97917a0573917f54f3190e44370af2dec9ea4bac364c3056d48358cba2949b&format=llm_user) ## Traction Complete Integrations - [Adobe Marketo Engage](https://www.g2.com/products/adobe-marketo-engage/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) - [GTM Workspace - Powered by ZoomInfo](https://www.g2.com/products/gtm-workspace-powered-by-zoominfo/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) - [Salesforce Headless 360 Platform (formerly Salesforce Platform)](https://www.g2.com/products/agentforce-360-platform-formerly-salesforce-platform/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) ## 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 (1,038 reviews) - [Chili Piper](https://www.g2.com/products/chili-piper/reviews) - 4.6/5.0 (718 reviews) - [GTM Workspace - Powered by ZoomInfo](https://www.g2.com/products/gtm-workspace-powered-by-zoominfo/reviews) - 4.5/5.0 (8,876 reviews)