--- 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. Best Tool for accounts and contact management **Rating:** 5.0/5.0 stars **Reviewed by:** Joshua B. | Mid-Market (51-1000 emp.) **Reviewed Date:** May 02, 2023 **What do you like best about Traction Complete?** The flows are elementary to create The Traction Complete team is very supportive and Guided us throughout the process very effectively **What do you dislike about Traction Complete?** Sometimes the complete traction page is a little slow to respond **What problems is Traction Complete solving and how is that benefiting you?** I have used traction complete for Hierarchy updates and account duplications. They are the best tool for an automated process **Official Response from Marketing Team:** > We're glad to hear that you find Traction Complete's flows easy to create and that our team has been supportive throughout the process. We appreciate your feedback about the page speed and will work to improve that for a better user experience. ### 2. An Efficient Solution for Mapping **Rating:** 5.0/5.0 stars **Reviewed by:** Lola G. | Mid-Market (51-1000 emp.) **Reviewed Date:** February 28, 2023 **What do you like best about Traction Complete?** The ability to create flows with the support of our rep and how knowledgeable everyone is. It's an intelligent solution that has been beneficial for our team. **What do you dislike about Traction Complete?** The UI is a bit outdated and could use a refresh to make navigating mapped flows a bit easier to read and manipulate. **What problems is Traction Complete solving and how is that benefiting you?** Our most recent use case was sending accounts to queues based on certain criteria. We wanted to bucket accounts into groups that relevant reps could pull from. **Official Response from Marketing Team:** > We're thrilled to hear that Traction Complete has been an efficient solution for your team. We appreciate your feedback about the UI and will work on making the navigation of mapped flows easier for you. ### 3. Robust Tool with Incredible Support **Rating:** 4.5/5.0 stars **Reviewed by:** Naomi H. | Mid-Market (51-1000 emp.) **Reviewed Date:** February 22, 2023 **What do you like best about Traction Complete?** Traction Complete is easy to configure; its insights are easy to consume, and the company's customer support is unmatched. I like that you can set up multiple hierarchies to see Account penetration from different angles. **What do you dislike about Traction Complete?** There are no dislikes to report yet - we are still rolling out the tool and deciding how to leverage it best. **What problems is Traction Complete solving and how is that benefiting you?** Tracking Account penetration: are we reaching our prospects at all levels? Territory Management: do we have companies with subsidiaries in different territories? **Official Response from Marketing Team:** > We are thrilled to hear that you find Traction Complete easy to configure and that our customer support has been unmatched. We are committed to providing exceptional service and are glad to hear that it has been beneficial for you. ### 4. Traction has been a consistent Lead Routing tool for our org **Rating:** 5.0/5.0 stars **Reviewed by:** Milad B. | Manager, Revenue Operations-Systems, Mid-Market (51-1000 emp.) **Reviewed Date:** March 02, 2023 **What do you like best about Traction Complete?** Routing is consistent most of the time, and support has been great anytime we've needed it **What do you dislike about Traction Complete?** Not much to say about cons. It's a straightforward tool but building routing rules can be complex. That is largely due to unique business rules than the tool, though. **What problems is Traction Complete solving and how is that benefiting you?** Traction is making it possible for us to set up fairly complex rules regarding how we route our leads. These rules are not supported by SFDC's standard routing options. **Official Response from Marketing Team:** > It's great to hear that Traction Complete is helping you set up complex routing rules that are not supported by SFDC's standard options. If you have any specific examples or suggestions for improvement, we'd love to hear them. ### 5. Traction Complete Reduces Manual Efforts **Rating:** 5.0/5.0 stars **Reviewed by:** Courtney B. | Director, Marketing, Mid-Market (51-1000 emp.) **Reviewed Date:** August 23, 2022 **What do you like best about Traction Complete?** We have gained efficiency using Traction Complete in connecting the dots in our Salesforce instance. In one view, we can now see all associated Contacts, Opps and Accounts when working a Lead, and vice versa. This has reduced manual search time and duplicate data entry. **What do you dislike about Traction Complete?** It's a very full-featured system, I wish we had more time to explore all the ways we could use it. **What problems is Traction Complete solving and how is that benefiting you?** More efficient use of time by reducing manual efforts. **Official Response from Marketing Team:** > We're glad to hear that Traction Complete has helped you gain efficiency and reduce manual efforts in your Salesforce instance. We understand that with a full-featured system, it can take time to explore all its capabilities. We're here to support you as you continue to maximize the benefits of Traction Complete. ### 6. Solid product, exceptional customer service **Rating:** 5.0/5.0 stars **Reviewed by:** Thomas C. | Business Analyst, Mid-Market (51-1000 emp.) **Reviewed Date:** February 21, 2023 **What do you like best about Traction Complete?** Excellent customer post-implementation support, the team at TC is a pleasure to work with and is committed to helping you succeed with the product long after you sign the contract. **What do you dislike about Traction Complete?** Product itself could use more comprehensive logging for those who need it. **What problems is Traction Complete solving and how is that benefiting you?** - Automated matching and routing of records - Deduplicating records within your SF - Daily operations to connect and standardize data **Official Response from Marketing Team:** > It's great to hear that Traction Complete is helping to automate matching and routing of records, deduplicate records, and standardize data for your daily operations. We're glad to be solving these problems for you. ### 7. Easy to Use **Rating:** 5.0/5.0 stars **Reviewed by:** Denise G. | Enterprise (> 1000 emp.) **Reviewed Date:** February 08, 2023 **What do you like best about Traction Complete?** What I like best of Traction Complete was we were able to configure it to meet our business needs. **What do you dislike about Traction Complete?** If identical matches are not found, Traction Complete will select a best guess. **Recommendations to others considering Traction Complete:** Traction Complete is very easy and very entitative to use. **What problems is Traction Complete solving and how is that benefiting you?** With Traction Complete, we are able to easily find duplicate records in our system. The benefit of this saves time not having to manually research. **Official Response from Marketing Team:** > Thank you for sharing your positive experience with configuring Traction Complete to meet your business needs. We appreciate your feedback. ### 8. Simply Works **Rating:** 5.0/5.0 stars **Reviewed by:** Andrew D. | Graduate Admissions Manager, Mid-Market (51-1000 emp.) **Reviewed Date:** March 05, 2021 **What do you like best about Traction Complete?** The simplicity of the tool to edit and deploy has been huge for us. Along with the ease the scope of what TC can do for us has been great. We started with looking for a duplicate matching tool to identify re-inquiries and now are using it for that and so much more. But, t he best thing about working with Traction Complete is the way the team supports you through the setup and deployment. They listen and learn the org structure and make sure what is tested and pushed to production works and meets your needs. **What do you dislike about Traction Complete?** The only hitch in the process is an ongoing error with permissions to a reassignment object. The reassignment object appears to be a functional and incredibly useful data point but if the team can not write to it or stop the timer within it the data has no context. Though we are confident the TC team will have a fix for us in the coming weeks. Beyond that, we would like to cap our users to a certain number of contacts they are able to receive in a given amount of time, and at this point that has not been developed **Recommendations to others considering Traction Complete:** Allow the team to show you want the product does. They will exceed your expectations and will take the time to understand your needs before offing their advice and expertise. **What problems is Traction Complete solving and how is that benefiting you?** We are tackling lead matching (duplications) when re-inquiry occurs as well as lead-to-contact conversion and distribution to our advisors to put the right contacts in the right user's view. **Official Response from Marketing Team:** > We're thrilled to hear that Traction Complete has been a valuable tool for your organization, especially in its simplicity and versatility. We appreciate your feedback on the ongoing error with permissions and the user cap limitation, and we're committed to addressing these issues for you. Thank you for recommending us to others and for sharing the specific problems Traction Complete is helping you solve. ### 9. Great Product + Knowledgeable Customer Success Manager. **Rating:** 5.0/5.0 stars **Reviewed by:** Henry T. | Mid-Market (51-1000 emp.) **Reviewed Date:** February 03, 2023 **What do you like best about Traction Complete?** Our Customer Success Manager is very knowledgeable about the product and upcoming feature releases. Zach would help us troubleshoot, debug lead flow, and cleanse data. The product can do a lot more than lead routing, deduplication, and fixing data. **What do you dislike about Traction Complete?** Traction makes it easier to enforce a 1 hour SLA for a global team but it was tricky to validate things like if it was during business hours or if the assigned person was on vacation. **What problems is Traction Complete solving and how is that benefiting you?** Traction helps us automate lead routing, remove duplicate records, and fix data errors. This helps to improve and scale the marketing and sales process and reduce missing leads. **Official Response from Marketing Team:** > Thank you for your positive feedback! We're glad to hear that Zach has been able to provide knowledgeable support and help troubleshoot any issues. We appreciate your feedback on the areas where Traction Complete can improve in terms of validating SLA and business hour considerations. ### 10. Great product and support **Rating:** 5.0/5.0 stars **Reviewed by:** Verified User in Computer Software | Mid-Market (51-1000 emp.) **Reviewed Date:** May 22, 2023 **What do you like best about Traction Complete?** The tool helped us face huge problems of duplicates in our Salesforce instance, among other capabilities we are very happy to leverage. We received great support. **What do you dislike about Traction Complete?** Like any new tool, there is a learning curve before you can fully utilize it. Initially, I felt overwhelmed by certain aspects of the interface but thankfully, we received proper training and support. **What problems is Traction Complete solving and how is that benefiting you?** We were facing difficulties with thousands + duplicates in Salesforce and Traction Complete helped us get rid of them and implement routing rules to avoid creating new ones. **Official Response from Marketing Team:** > Thank you for your positive review! We're thrilled to hear that you are enjoying our product and that it has been helpful in solving your duplicate problems in Salesforce. We understand that there may be a learning curve when using a new tool, but we're glad to hear that our support team was able to provide you with proper training and assistance. If you have any further questions or need any additional support, please don't hesitate to reach out to us. We're here to help and ensure that you continue to have a great experience with Traction Complete. Thank you again for your feedback and for choosing our product! ### 11. Wonderful Traction Team **Rating:** 5.0/5.0 stars **Reviewed by:** Chandrakanth M. | Mid-Market (51-1000 emp.) **Reviewed Date:** February 15, 2023 **What do you like best about Traction Complete?** Traction Complete giving us full ability to process and route leads in the way we wanted to have **What do you dislike about Traction Complete?** Unable to Download Assignments as documented form instead of HTML/coded form (having at present). Please provide information in Non-HTML form. **What problems is Traction Complete solving and how is that benefiting you?** Routing Leads in right directions instead of having to create multi flows in salesforce and without limitation errors. **Official Response from Marketing Team:** > Thank you so much for your positive feedback about Traction Complete! We're thrilled to hear that you love the ability to process and route leads exactly the way you want. We understand your frustration with the current limitation of downloading assignments in HTML/coded form. We apologize for any inconvenience this may have caused. We appreciate your feedback and will pass it along to our development team. Traction Complete is designed to solve the problem of routing leads in the right direction without the need for multiple flows in Salesforce and the risk of limitation errors. We're glad to hear that this feature is benefiting you and making your lead management process more efficient. If you have any further questions or concerns, please don't hesitate to reach out. We're here to help! ### 12. Great product and great support overall **Rating:** 4.5/5.0 stars **Reviewed by:** Ankit M. | Manager - Sales Strategy and Operations, Enterprise (> 1000 emp.) **Reviewed Date:** March 03, 2023 **What do you like best about Traction Complete?** Level of accuracy of the product Ease of doing business with Traction's customer success team. Use cases that are applicable to very niche industry customers **What do you dislike about Traction Complete?** Would love more updates on new product enhacements tailored to my business needs **What problems is Traction Complete solving and how is that benefiting you?** Establishing credibility to the accounts that we currently work with **Official Response from Marketing Team:** > Thank you for your positive feedback! We're glad to hear that you find our product accurate and our customer success team easy to work with. We understand the importance of tailored product enhancements and will work on providing more updates to meet your business needs. ### 13. Very Helpful tool to reduce the Manual work and to improve RevOps team's efficiency **Rating:** 4.0/5.0 stars **Reviewed by:** Verified User in Information Technology and Services | Enterprise (> 1000 emp.) **Reviewed Date:** April 13, 2023 **What do you like best about Traction Complete?** It helped my Organization to automate the De-Dup process for Accounts, fix Account Hierarchy issues and fix the Account & Lead routing issues **What do you dislike about Traction Complete?** As of now, nothing as such I have come across **What problems is Traction Complete solving and how is that benefiting you?** It helped my Organization to automate the De-Dup process for Accounts, fix Account Hierarchy issues and fix the Account & Lead routing issues. It saved lot of time and improved efficiency **Official Response from Marketing Team:** > We're thrilled to hear that Traction Complete has been so helpful in automating processes and improving efficiency for your organization. Thank you for sharing your positive experience! ### 14. Great Support - Good tool **Rating:** 5.0/5.0 stars **Reviewed by:** Benjamin G. | Mid-Market (51-1000 emp.) **Reviewed Date:** April 28, 2023 **What do you like best about Traction Complete?** The support team is EXTREMELY good. They are on whatever we need whether its directly related to their tool or adjacent. Its really refreshing. **What do you dislike about Traction Complete?** Nothing is outstandingly bad. I think most of my concerns have been addressed with recent updates. **What problems is Traction Complete solving and how is that benefiting you?** Lead routing and deduplication. Makes it much easier to manage sales teams **Official Response from Marketing Team:** > We're delighted to hear that our support team has been extremely helpful for you. We appreciate your feedback and are glad that our tool has been beneficial for managing your sales teams' lead routing and deduplication. ### 15. Fantastic product that is easy to access, up do date and with excellent customer support. **Rating:** 4.5/5.0 stars **Reviewed by:** Adriana A. | Enterprise (> 1000 emp.) **Reviewed Date:** February 15, 2023 **What do you like best about Traction Complete?** The product is very intuitive and easy to custom according to our needs. My favorite part is the ability to accurately match the accounts and leverage the company whitespace. **What do you dislike about Traction Complete?** There seems to be a gap between the integration with Traction Complete and D&B Connect (previously D&B Optimizer), especially when it comes to the automation part for data enrichment. **What problems is Traction Complete solving and how is that benefiting you?** It functions as our primary source for account hierarchy visualization. It helps us build and manage the account hierarchies, identify duplicates, leverage account whitespace and territory planning. **Official Response from Marketing Team:** > We're thrilled to hear that you find Traction Complete intuitive and easy to customize. Our team is dedicated to providing excellent customer support, and we're glad to hear that it's been helpful for you. ### 16. Traction Complete simplifying Account Hierarchy **Rating:** 3.5/5.0 stars **Reviewed by:** Verified User in Information Technology and Services | Enterprise (> 1000 emp.) **Reviewed Date:** August 16, 2022 **What do you like best about Traction Complete?** CSM engagement is good. The traction Hierarchy tool which we use is good and help not only in surfacing family tree in a easy to consume visual way but also allows us to report on it with summarized data at the Parent level and seeing relevant child records at the same time and with ability to take action (in-line edit). **What do you dislike about Traction Complete?** Simplify the Administration Settings UI. **What problems is Traction Complete solving and how is that benefiting you?** It allows us to visualize and report on our Account Hierarchy **Official Response from Megan Taylor:** > We appreciate you taking the time to leave us a review! The Product team at Traction Complete is always looking for ways we can improve the UX within our apps. If you're interested in sharing your feedback about our Administration Settings UI we'd love to hear from you. Please reach out to glau@tractioncomplete.com. ### 17. Traction Review **Rating:** 4.5/5.0 stars **Reviewed by:** Frances H. | Lead Salesforce Adminstrator, Mid-Market (51-1000 emp.) **Reviewed Date:** November 23, 2022 **What do you like best about Traction Complete?** Their product has a lot of flexibility. We use it with Traction Hierarchies. We run automation on those accounts and hierarchies. I love their Customer Success Team. Very helpful and very knowledgeable about the product and Salesforce. **What do you dislike about Traction Complete?** The UI needs to be updated. It's very dated. **What problems is Traction Complete solving and how is that benefiting you?** We run lead assignments, routing, and account assignments through Traction Complete and have a complete hierarchy. By doing this, we have a complete view of an account and are able to make assignments to the ultimate parent. This helps sales and marketing with running campaigns and having a better talk track so that we can discuss if a subsidiary is using our product. **Official Response from Marketing Team:** > We're glad to hear that you find Traction Complete flexible and that it has been beneficial for your lead and account assignments. We appreciate your positive feedback about our Customer Success Team as well. ### 18. Amazing tool that does all we needed and an EVEN BETTER Customer Support Experience! **Rating:** 5.0/5.0 stars **Reviewed by:** Nicole L. | Salesforce Administrator, Mid-Market (51-1000 emp.) **Reviewed Date:** June 15, 2022 **What do you like best about Traction Complete?** Traction Complete has been an exceptional tool that has allowed us to streamline our account routing to our sales in Salesforce. Our business operates in a high velocity and high volume sort of way, and we have very complex sales motions to ensure we are getting our reps the highest quality accounts in the quickest amount of time. The initial sales experience was amazing, Phil & Adam were our Sales Rep and Solutions Architect, and they completely customized our demo for our specific needs. My entire team was highly impressed with the sales experience because of the thought and care Phil & Adam took with our various demos! Definitely made a difference in deciding which tool to go with, and they were the only team who did this. After the sales experience, Traction Complete has been an awesome way to handle the complexity of our business while also offering a user-friendly interface that has been relatively easy to learn and even easier to make changes as needed after the fact. Also, the Customer Support Experience from Traction Complete has been SPECTACULAR! Our CSM Lauren is in her own class of CSM's I have interacted with over the years, and has provided us with the absolute best implementation and support experience after our Go-Live! She has been amazing, receptive, and beyond helpful with all of the things our business has needed, and has made the overall adoption of this tool easier for me as a team of one! **What do you dislike about Traction Complete?** There is a bit of a learning curve for the tool of course, and you absolutely need to make sure you have your ducks in a row as far as rules/exceptions before the implementation, but that is the same with any tool that you are plugging into your Salesforce org; the data you get out is only as good as what you put in! I will also say that their online support library is not as useful for extremely customized and complex routers like ours, so I did have to rely on our CSM a bunch instead of self-serving. (However, the CSM support is so amazing that this was totally fine! This is more of a heads up and something to just be aware of.) **Recommendations to others considering Traction Complete:** The CSM experience you will receive is second to none! This tool can do it all! **What problems is Traction Complete solving and how is that benefiting you?** We had an in-house account routing tool that was built and maintained by our engineering team through custom APEX code and other complex tools outside of Salesforce. We needed something that I could build and manage on my own without needing our engineering team, and a tool that we could update ASAP instead of waiting on outside assistance. With Traction Complete, I am able to create and update all of our routing rules in one spot, update who the Round Robin assignments go to easily, and also keep extensive reporting on account assignments for our sales managers to review. We are also able to add in more exceptions and nuances to ensure that accounts aren't reassigned when they shouldn't be, exclude accounts that are not sales qualified, and also add in out-of-office availability for our reps to not receive accounts when on PTO. All in all this has been amazing, and I can keep everything in house which means accounts get to our sales reps faster, and if we have new initiatives we are trying to do, we can get those built into our router faster as well! **Official Response from Marketing Team:** > We're delighted to hear that Traction Complete has met your business needs and that our customer support team, especially Lauren, has provided you with exceptional assistance. We understand the importance of a user-friendly interface and efficient support, and we're glad to have made a positive impact on your experience. ### 19. eASY TO NAVIGATE **Rating:** 5.0/5.0 stars **Reviewed by:** Verified User in Warehousing | Enterprise (> 1000 emp.) **Reviewed Date:** May 04, 2023 **What do you like best about Traction Complete?** Easy to use. Very customizable and user friendly. Connects to D&B **What do you dislike about Traction Complete?** It does not always find the correct parent to associate. **What problems is Traction Complete solving and how is that benefiting you?** Aligning the heirarchy with D&B **Official Response from Marketing Team:** > Thank you for your positive feedback on Traction Complete's ease of use and customization. We apologize for any issues with parent association and are committed to enhancing this functionality. We appreciate your input! ### 20. Traction Complete **Rating:** 5.0/5.0 stars **Reviewed by:** Brian S. | Enterprise (> 1000 emp.) **Reviewed Date:** February 22, 2023 **What do you like best about Traction Complete?** Traction complete has been an amazing tool that supports us with better organizing and repairing company hierarchies with our Salesforce CRM. **What do you dislike about Traction Complete?** For what Procore is using Traction Complete for, there is nothing that we dislike and performs to our expectations. **What problems is Traction Complete solving and how is that benefiting you?** Supporting us with account data management, specifically with better organizing and repairing company hierarchies in the Salesforce CRM. **Official Response from Marketing Team:** > Thank you for sharing how Traction Complete is benefiting your company by helping with organizing and repairing company hierarchies in Salesforce CRM. ### 21. A great product .... a few UX changes and this will be bang for the buck! **Rating:** 4.0/5.0 stars **Reviewed by:** Verified User in Information Technology and Services | Mid-Market (51-1000 emp.) **Reviewed Date:** January 04, 2023 **What do you like best about Traction Complete?** The simplicity with which we can design complicated lead treatment options, updates and assignments. This product makes it simple to do all these things in one place. **What do you dislike about Traction Complete?** I wish there was some better UX to maintain versions of flows, to easily recover old versions and maintain the metadata for future re-use. **What problems is Traction Complete solving and how is that benefiting you?** Mostly lead and contact treatment, attribution updates and routing. **Official Response from Megan Taylor:** > Thank you for taking the time to leave us a review! The Product team at Traction Complete would love to learn more about your experience with our UX and version control and find out how we can better support you. If you're interested in sharing your feedback please reach out to glau@tractioncomplete.com. ### 22. Senior Sales Operations Analyst, Data Governance **Rating:** 5.0/5.0 stars **Reviewed by:** Keya P. | Enterprise (> 1000 emp.) **Reviewed Date:** February 23, 2023 **What do you like best about Traction Complete?** Traction Complete helps a lot in my daily job, especially with Hierarchy. Mass updates made my life so easy. **What do you dislike about Traction Complete?** So far, I like everything related to my work. **What problems is Traction Complete solving and how is that benefiting you?** Everything that Traction offers that makes my life easy in my day to day role **Official Response from Marketing Team:** > Thank you for sharing your positive experience with Traction Complete. We're glad to hear that it has made your life easier in your day-to-day role. ### 23. Keep it up! **Rating:** 5.0/5.0 stars **Reviewed by:** Verified User in Insurance | Enterprise (> 1000 emp.) **Reviewed Date:** January 04, 2023 **What do you like best about Traction Complete?** Collaboration, responsiveness, and ownership. **What do you dislike about Traction Complete?** Traction had a new release pushed to production, which had performance issues, but they worked hard to correct this. In the future, I would expect them to do proper testing before it gets to Production Org. **What problems is Traction Complete solving and how is that benefiting you?** Traction Complete easy rollups help roll up data at the Account level, which allows users to see the D&B Account hierarchy and rollups simultaneously. **Official Response from Marketing Team:** > Thank you for your positive feedback and for highlighting the aspects you like about Traction Complete, such as collaboration, responsiveness, and ownership. We appreciate your support! We apologize for the performance issues you experienced with our recent release. We understand the importance of proper testing before pushing updates to the Production Org, and we are working diligently to improve our processes to prevent similar issues in the future. Your feedback is valuable in helping us make these improvements. We are glad to hear that Traction Complete's easy rollups have been beneficial to you. Our aim is to provide solutions that simplify data management and enhance visibility at the Account level. If you have any further questions or concerns, please don't hesitate to reach out. We are here to assist you. ### 24. Super helpful enabling me to maximize tool productivity for business needs! **Rating:** 4.5/5.0 stars **Reviewed by:** Verified User in Construction | Enterprise (> 1000 emp.) **Reviewed Date:** May 08, 2023 **What do you like best about Traction Complete?** Traction Complete is a useful tool which allows the integration of bespoke rules of engagement into our territory management practices through SF hierarchies. **What do you dislike about Traction Complete?** There isn't anything negative that I would add **What problems is Traction Complete solving and how is that benefiting you?** Organizing data ingestion to industry-known business relationships. **Official Response from Marketing Team:** > Thank you for your positive feedback! We're glad to hear that Traction Complete has been useful in integrating bespoke rules of engagement into your territory management practices through SF hierarchies. ### 25. Traction Complete Customer Support **Rating:** 5.0/5.0 stars **Reviewed by:** Logan T. | Senior Business Intelligence Analyst, Mid-Market (51-1000 emp.) **Reviewed Date:** December 23, 2022 **What do you like best about Traction Complete?** While implementing an overhaul to our system with Traction Complete, the speed to research and respond to our questions was superb. **What do you dislike about Traction Complete?** There is nothing to dislike from Traction Complete. **What problems is Traction Complete solving and how is that benefiting you?** Traction Complete allowed us to remove a custom, outdated system for lead distribution. This allowed us to update our connections with other platforms and allow us to build towards the future. **Official Response from Marketing Team:** > We're glad to hear that there's nothing you dislike about Traction Complete. We strive to provide a seamless and efficient experience for our customers. ### 26. Traction Complete Rocks **Rating:** 5.0/5.0 stars **Reviewed by:** Eric K. | Sales Operations Manager, Mid-Market (51-1000 emp.) **Reviewed Date:** December 19, 2022 **What do you like best about Traction Complete?** Their product allowed us to distribute leads based on agent availability and schedule. This relieves us from complex APEX coding. **What do you dislike about Traction Complete?** The product has good features but doesn't do everything yet. Can't wait to see additional lead distribution features to be developed in the future. **What problems is Traction Complete solving and how is that benefiting you?** The relieves us from complex APEX coding and on going developer support. **Official Response from Marketing Team:** > We're thrilled to hear that Traction Complete has been able to simplify lead distribution for your team and eliminate the need for complex APEX coding. We're constantly working on enhancing our product, and we appreciate your feedback about additional lead distribution features. Stay tuned for updates! ### 27. Lead Routing and Matching Capabilities **Rating:** 4.5/5.0 stars **Reviewed by:** Helena L. | Chief Product Owner - Awareness to Lead, Enterprise (> 1000 emp.) **Reviewed Date:** December 14, 2022 **What do you like best about Traction Complete?** the flexibility and scalability of the tool with regard to our matching and routing use cases. **What do you dislike about Traction Complete?** That it is limited to salesforce CRM. Would love to leverage it inside Pardot for matching. **What problems is Traction Complete solving and how is that benefiting you?** Traction is doing 2 things for us 1) matching of of leads and contacts to accounts 2) routing of demand to the right queue and sales resource. **Official Response from Marketing Team:** > Thank you for sharing your positive experience with Traction Complete's matching and routing capabilities. We understand your interest in integrating with Pardot and will keep that in mind for future enhancements. ### 28. Great product with active updates and amazing support **Rating:** 4.5/5.0 stars **Reviewed by:** Verified User in Computer Software | Mid-Market (51-1000 emp.) **Reviewed Date:** November 22, 2022 **What do you like best about Traction Complete?** Our CSM is the best i've ever had. Great support with new roll-outs and issues. I love hearing about new relevant features developed and in the works based on our/other user needs. Great experience overall. **What do you dislike about Traction Complete?** Troubleshooting alone can be difficult without all permissions required by Traction Complete/our SFDC instance. Not a huge deal as we work through issues together quickly. **What problems is Traction Complete solving and how is that benefiting you?** Automated L2A matching, lead and contact assignment rules, etc. **Official Response from Marketing Team:** > We're thrilled to hear that you're enjoying the active updates and amazing support from our team, especially your CSM. We understand that troubleshooting alone can be difficult, and we're committed to working with you to address any permissions or SFDC instance issues. Thank you for your feedback and for being a valued customer! ### 29. Marketing Lead Generation Specialist **Rating:** 5.0/5.0 stars **Reviewed by:** Verified User in Security and Investigations | Mid-Market (51-1000 emp.) **Reviewed Date:** January 13, 2023 **What do you like best about Traction Complete?** Traction complete was very helpful in their guidance through this process. Traction complete helps us ensure our leads are being routed to the correct person more efficiently. **What do you dislike about Traction Complete?** Traction complete has all features needed at the time. **What problems is Traction Complete solving and how is that benefiting you?** We could not work all of our leads due to them not being appropriately routed; traction complete has now fixed this, giving us insight on where to place our marketing efforts. **Official Response from Marketing Team:** > We're glad to hear that Traction Complete has been helpful in guiding you through the lead routing process and ensuring efficiency in lead distribution. ### 30. Top Notch **Rating:** 5.0/5.0 stars **Reviewed by:** Coni B. | Sr. Sales Operation Analyst, Mid-Market (51-1000 emp.) **Reviewed Date:** December 31, 2022 **What do you like best about Traction Complete?** Professional, innovative and quick response time. **What do you dislike about Traction Complete?** I can't pinpoint anything I dislike. Anytime we had a question or needed a solution to our customized way of doing business Traction delivered **What problems is Traction Complete solving and how is that benefiting you?** Automated lead distribution, customized scheduling for distribution. **Official Response from Marketing Team:** > Thank you for your kind words! We're glad to hear that Traction Complete has been able to meet your customized business needs with quick and effective solutions. ### 31. Great tool to merge and route leads. A++ customer support **Rating:** 4.5/5.0 stars **Reviewed by:** Verified User in Computer Software | Mid-Market (51-1000 emp.) **Reviewed Date:** August 11, 2022 **What do you like best about Traction Complete?** It's a great tool that allows end users to merge duplicates as well as automate merging and routing of leads by admins. Our customer success manager, Andres, has been a key part of getting us set up for success. Very responsive and quick to solve problems. Very dependable tool with an easy audit log to track changes. **What do you dislike about Traction Complete?** No suggested improvements - the tool works exactly as explaned through the sales process and the entire onboarding experience was very easy. **What problems is Traction Complete solving and how is that benefiting you?** The ability to merge inbound leads with existing accounts and notify our sales team has allowed for a seamless customer experience and increased visibility across the sales team. **Official Response from Marketing Team:** > We're thrilled to hear that you've had such a positive experience with Traction Complete and our customer support team, especially with Andres. We're committed to providing dependable tools and excellent support to help our customers succeed. Thank you for sharing your feedback! ### 32. Traction is a highly efficient tool to assign leads and I feel we have just scratched the surface! **Rating:** 5.0/5.0 stars **Reviewed by:** Evan B. | Associate Salesforce Admin, Mid-Market (51-1000 emp.) **Reviewed Date:** December 07, 2022 **What do you like best about Traction Complete?** I like how easy it is to re run and trouble shoot **What do you dislike about Traction Complete?** I wish it was easier to re order and group user groups alphabetically **What problems is Traction Complete solving and how is that benefiting you?** It is helping us understand why leads are going where they are going in a more intuitive manner **Official Response from Marketing Team:** > Thank you for sharing your positive experience with Traction Complete! We understand the importance of troubleshooting and re-running processes, and we're continuously working to enhance the user experience. ### 33. Excellent! **Rating:** 4.5/5.0 stars **Reviewed by:** Verified User in Electrical/Electronic Manufacturing | Enterprise (> 1000 emp.) **Reviewed Date:** December 22, 2022 **What do you like best about Traction Complete?** I like how it is very easy to use and intuitive. **What do you dislike about Traction Complete?** Sometimes the hierarchies don't update immediately, which causes some delays in reporting **What problems is Traction Complete solving and how is that benefiting you?** Updating and maintaining our customer hierarchy structures, identifying duplicate accounts, and identifying data fields that are inaccurate. **Official Response from Marketing Team:** > We're glad to hear that you find Traction Complete easy to use and intuitive. We understand the frustration with delayed hierarchies and are constantly working to improve this aspect for a smoother experience. ### 34. Great product! Especially if you're selling into Enterprise accounts! **Rating:** 5.0/5.0 stars **Reviewed by:** Verified User in Information Technology and Services | Enterprise (> 1000 emp.) **Reviewed Date:** May 19, 2022 **What do you like best about Traction Complete?** I love that you can see the complex way that Enterprise Accounts are structured. It also alleviates a lot of the pain around matching Leads to Accounts. **What do you dislike about Traction Complete?** The product works really well, but I think it could use a bit of a UI facelift to make it feel a bit more modern. **What problems is Traction Complete solving and how is that benefiting you?** Traction complete helps us to prospect into Enterprise accounts that can have complex and difficult to navigate Account structures. It has also saved us a lot of time with Lead routing. **Official Response from Marketing Team:** > We're glad to hear that you find Traction Complete helpful for managing Enterprise accounts and lead routing. We appreciate your feedback about the UI and will take it into consideration for future updates. ### 35. Excellent Customer Support **Rating:** 4.5/5.0 stars **Reviewed by:** Verified User in Information Technology and Services | Enterprise (> 1000 emp.) **Reviewed Date:** December 13, 2021 **What do you like best about Traction Complete?** Their Customer Support/Success team is amazing. We could, and should, be leveraging more of the product, and we're working towards it, thanks to their very helpful customer success team. Their technical knowledge is above average, based on my experience with other SaaS vendors. **What do you dislike about Traction Complete?** I dislike how it is all configured within a Salesforce App. Our Salesforce Admin team is very conservative when it comes to permissions, so I can't access the App and make changes as a Sales Operations associate. If it were configurable outside of Salesforce, I would be able to do this, just like with other SaaS vendors. **Recommendations to others considering Traction Complete:** Leverage your CSM! They are usually very technical and can speak with both business and technical-minded associates. **What problems is Traction Complete solving and how is that benefiting you?** Primarily Account Hierarchies. We're working towards building different hierarchies based on different data points. Also working towards leveraging their insights into related records. **Official Response from Marketing Team:** > Thank you for recommending our CSM! We're glad to hear that they have been able to provide technical assistance and support for your needs. ### 36. Robust solution for capturing leads in Salesforce **Rating:** 4.0/5.0 stars **Reviewed by:** Verified User in Non-Profit Organization Management | Enterprise (> 1000 emp.) **Reviewed Date:** October 26, 2021 **What do you like best about Traction Complete?** There have been no errors, troubleshooting needed after this was built and it successfully brings in leads from multiple webpages. **What do you dislike about Traction Complete?** The setup was not seamless. It took several attempts to get this correct and extensive testing had to be done manually. **Recommendations to others considering Traction Complete:** It's a robust and simple tool that does the job. We are using it to capture leads from multiple webpages and create new leads in Salesforce **What problems is Traction Complete solving and how is that benefiting you?** We tried to create a single solution to capture all leads that we received through multiple webpages. The benefits we have realized is all leads are now brought in to Salesforce which helps us increase the contacts in the system and/or bring in new prospective donors for our fundraisers. **Official Response from Marketing Team:** > We're glad to hear that Traction Complete has been successfully bringing in leads from multiple webpages without any errors. We apologize for the inconvenience during the setup process and appreciate your feedback. We're constantly working to improve the user experience. ### 37. Senior Business Systems Analyst **Rating:** 5.0/5.0 stars **Reviewed by:** Verified User in Information Technology and Services | Enterprise (> 1000 emp.) **Reviewed Date:** June 28, 2021 **What do you like best about Traction Complete?** Traction Complete routing is easy to manage, troubleshoot and scale. Our team loved the fact that there was the ability to route custom objects and control permissions easily. Traction Complete is exactly what our scaling company needed as we outgrew our current routing tool. We cannot wait to utilize the lead-to-account matching and auto lead conversion functionality as well. Regarding our experience utilizing their professional services, Traction on Demand was a pleasure to work with. The team was always available, worked in an agile manner when requirements often changed and they were able to work through complex business logic with sometimes little detail (we know this can be tough). It is clear they are experts in his field as they helped us build functionality that was scaleable, covered edge cases and was easy to update. The turnaround time was very quick for development and we appreciated all the time and effort that they put into helping us test the configuration as well. When we had requirements that were not technically possible in the product the team added them to the product roadmap and provided us with a tentative timeline for when we could expect certain approved features to be released. The transparency, speed and quality of Traction Complete's Professional Services is what should be considered exemplary for the industry. **What do you dislike about Traction Complete?** I don't have any complaints at this time about Traction Complete. If there is a feature you need, they work with you and will put it on their roadmap, so we are delighted with our experience. **What problems is Traction Complete solving and how is that benefiting you?** We have easier to manage record routing, account matching and automated lead conversion. We can be more agile in our record routing changes. **Official Response from Marketing Team:** > Thank you so much for your positive review of Traction Complete! We're thrilled to hear that our routing capabilities have been easy to manage, troubleshoot, and scale for your team. We're also glad that you appreciate the ability to route custom objects and control permissions easily. It's great to know that Traction on Demand's professional services team was a pleasure to work with and that they were able to meet your needs in an agile manner, even when requirements changed. We strive to be experts in our field and provide scalable functionality that covers edge cases and is easy to update. We're also glad to hear that you have found our professional services to be transparent, quick, and of high quality. We always aim to provide exemplary service to our customers. Thank you for your feedback and for choosing Traction Complete. If you ever have any questions or need further assistance, please don't hesitate to reach out. ### 38. Revenue Operations Manager **Rating:** 5.0/5.0 stars **Reviewed by:** Angela B. | Sales Enabement Manager, Mid-Market (51-1000 emp.) **Reviewed Date:** October 20, 2021 **What do you like best about Traction Complete?** Being able to distribute new leads across our sales team via round-robin. **What do you dislike about Traction Complete?** I can't think of anything I dislike. It's super easy to use. **What problems is Traction Complete solving and how is that benefiting you?** Fair lead assignment. We use TC to evenly distribute new leads (mostly inbounds). It's a very integrated part of our lead distribution process. **Official Response from Marketing Team:** > We're glad to hear that you find our round-robin lead distribution feature helpful! Thank you for your positive feedback. ### 39. Powerful Tool at an Affordable Price with Excellent Support **Rating:** 5.0/5.0 stars **Reviewed by:** Verified User in Computer Software | Mid-Market (51-1000 emp.) **Reviewed Date:** May 31, 2021 **What do you like best about Traction Complete?** The product is pretty powerful once it is set up. The cost for the product is extremely competitive, especially when compared to competitors such as LeanData and their support is next to none. We get better support from a tool like Traction Complete than we do from Marketo and Salesforce. **What do you dislike about Traction Complete?** The product does have some bugs given its smaller user base than some of its competitors. That being said, their support is top-notch and jumps on all reported issues and resolves them in a timely fashion. **Recommendations to others considering Traction Complete:** Compare to the competitors and complete your due diligence, I am fairly confident you will arrive at the same results that we did. In particular, ensure that your competitor you're evauating has the ability to do the following: - Lead-to-account matching. - Custom lead routing. - Automated lead deduplication. - The ability to make changes without required Admin access in SFDC (this is a big one). **What problems is Traction Complete solving and how is that benefiting you?** Lead-to-account matching and lead deduplication. In particular, we leveraged tiered criteria for lead-to-account matching rules to have a set of prioritized rules and an order of operations when matching leads to accounts. With lead deduplication, we have it running its simplest form, which is that any net new leads from Marketo that are sent to SFDC are automatically deduplicated if an identical email address is detected. We are considering more advanced automated lead duplication with Traction Complete, including the ability to match leads via a fuzzy match which is ideal for fuzzy matching personal leads to email addresses. **Official Response from Marketing Team:** > Thank you for sharing your experience with Traction Complete. We're glad to hear that you find our product powerful and competitively priced, and that our support has been excellent. We appreciate your feedback and are committed to continuously improving our product and support. ### 40. Sr Consultant - Martech and Marketing Operations **Rating:** 5.0/5.0 stars **Reviewed by:** Marc F. | SR Consultant - Martech Strategy and Marketing Operations, Enterprise (> 1000 emp.) **Reviewed Date:** February 25, 2021 **What do you like best about Traction Complete?** Visibility it provides to your whole account hierarchy. Also traction enables governance processes you can introduce to help automate. Additionally, traction enables automation for lead to account matching that is configurable to your criteria that improves velocity and accuracy for record mgmt. **What do you dislike about Traction Complete?** Not really any major items that standout in terms of dislikes. There some nuances that you have to understand from a sales ops perspective when dealing with modifying your data that translate into hierarchy changes from what Traction displays. As long as the right people have the understanding this is not an issue. Also there are ways to view the data when changes are made (exceptions) to the hierarchy that make it easy to discover in case a scenario happens where changes were made in error. **Recommendations to others considering Traction Complete:** Great tool to add value in account hiearchy mgmt, allows you to see gaps in hierarchy where you do not have business or specific services (cross-sell/upsell), great for Lead to Account matching and conversion as well as assignment workflow and duplicate mgmt. **What problems is Traction Complete solving and how is that benefiting you?** L2A matching, lead assignment, data cleansing/de-dupe (lead and account), account hiearchy mgmt. **Official Response from Marketing Team:** > We're glad to hear that you are finding Traction Complete valuable for providing visibility into your account hierarchy and enabling governance processes. Thank you for sharing your positive experience! ### 41. Nimble Product and Team **Rating:** 4.0/5.0 stars **Reviewed by:** Chantly S. | Revenue Operations, Enterprise (> 1000 emp.) **Reviewed Date:** February 26, 2021 **What do you like best about Traction Complete?** Intuitive interface simplifies logic of complex workflows, standard features satisfy most requirements with little need for workaround, Head of Product welcomes and actions feedback in a timely fashion in an effort to promote Traction Complete to enterprise-grade quality **What do you dislike about Traction Complete?** Not yet optimized to leverage some expected standard out of the box Salesforce features, critical regression bugs have popped up in each new version release so far requiring escalation to Traction Complete support, trigger setting changes require intervention from Salesforce System Administrator, paltry knowledge base on website **Recommendations to others considering Traction Complete:** Design and optimize assignment flows and business processes for quirks in the product to minimize maintenance effort, such as establishing easy to remember naming conventions to account for lack of native version control, leveraging round robin groups at all end points to reduce duplicative edits across branches referenced in multiple assignment flows, draft a standard operating procedure for testing end to end during initial implementation and for all subsequent changes **What problems is Traction Complete solving and how is that benefiting you?** Retrigger processing upon update of specified fields, advanced Lead to Account matching, near-real time automatic routing of records, drag and drop user interface, improved error status monitoring/reporting, reportable history logging **Official Response from Marketing Team:** > Thank you for sharing your positive feedback about the intuitive interface and the proactive approach of our Head of Product. We appreciate your insights on areas for improvement and will work to address the optimization and regression bug concerns. Your recommendations for others considering Traction Complete are valuable and will be taken into consideration for future enhancements. ### 42. Great Product, Even Better Support **Rating:** 4.5/5.0 stars **Reviewed by:** Kayla R. | Sales Operations Coordinator, Mid-Market (51-1000 emp.) **Reviewed Date:** February 19, 2021 **What do you like best about Traction Complete?** Traction has saved me so much time in running manual de-duplication of our CRM database. I am easily able to "set and forget" rules that merge or update records based on our company's in-depth criteria. It's user-friendly and very customizable. More so than that, my Traction contacts have been incredible at making sure that the tool is working the best it can in our organization. Even 2-3 years into our relationship with Traction Complete, we were treated with high priority and care. Lauren and Zachary worked with me through our CRM Sandbox to make small tweaks to our Traction Flow to save me even more time and headache. Tech and support at a great price! **What do you dislike about Traction Complete?** The only drawback to Traction is that it is only being used for de-duplication/merging. Other data management/quality processes would need to be run through a different tool. **What problems is Traction Complete solving and how is that benefiting you?** Duplicate management has become much easier with Traction. Traction catches duplicates upon creation while our representatives may not catch a duplicate record. Our representatives aren't accidentally reaching out to the same person in multiple channels, even if that person provides different contact information. **Official Response from Marketing Team:** > We're thrilled to hear that Traction Complete has been able to save you time and provide customizable solutions for your CRM database. Our team is dedicated to providing high-quality support and we're glad to hear that Lauren and Zachary were able to assist you with making the tool work even better for your organization. ### 43. Traction complete is a very efficient tool with an outstanding support team. **Rating:** 5.0/5.0 stars **Reviewed by:** Verified User in Human Resources | Small-Business (50 or fewer emp.) **Reviewed Date:** October 20, 2021 **What do you like best about Traction Complete?** We use traction complete as an assignment tool and also as a duplicate checker. There are many options and settings, and we've never had an issue. **What do you dislike about Traction Complete?** I have not found a downside to Traction complete yet. **What problems is Traction Complete solving and how is that benefiting you?** Traction complete assist with our round-robin assignment queue. We can even filter what leads we want to enter the queue before the leads are assigned. **Official Response from Marketing Team:** > Thank you for sharing your positive experience with Traction Complete. We're glad to hear that you've found the tool to be reliable and versatile for your needs. ### 44. Traction is the future **Rating:** 5.0/5.0 stars **Reviewed by:** Verified User in Transportation/Trucking/Railroad | Mid-Market (51-1000 emp.) **Reviewed Date:** September 27, 2021 **What do you like best about Traction Complete?** I really like how easy it is to use and to keep all our data records up to date. Very impressed. **What do you dislike about Traction Complete?** There's not very much to dislike to be honest, except that sometimes it's slow and the interface can be overwhelming. **What problems is Traction Complete solving and how is that benefiting you?** The biggest thing was setting up our heirarchies. Even creating an apex scheduler to run once a week in order to keep all our data up to date. **Official Response from Marketing Team:** > We're glad to hear that you find Traction Complete easy to use and effective for keeping your data records up to date. ### 45. Excellent post sales support from the Success, Support, and Development teams **Rating:** 5.0/5.0 stars **Reviewed by:** Verified User in Computer Software | Mid-Market (51-1000 emp.) **Reviewed Date:** May 31, 2021 **What do you like best about Traction Complete?** Traction complete was extremely easy to implement. Any issues that we did encountered were quickly addressed by the Traction Complete team. Zachary did a great job of navigating us through the entire process from implementation through to go-live. **What do you dislike about Traction Complete?** Certain features could only be performed by Salesforce users with elevated permissions which would have provided too many permissions for the business users who own the application. **What problems is Traction Complete solving and how is that benefiting you?** We are trying to ensure that we have clean data and that the lead assignment rules are more robust and can be managed by our business users. We haven't yet conveted over the lead assignment rules, but we definitely see the potential. Data reliability within Salesforce has defintely improved for leads. **Official Response from Marketing Team:** > Thank you for your positive feedback! We're glad to hear that you found Traction Complete easy to implement and that our team provided excellent support. We appreciate your feedback about the feature limitations and will take it into consideration for future improvements. ### 46. Good Product for Hierarchy Needs **Rating:** 3.5/5.0 stars **Reviewed by:** Verified User in Computer Software | Enterprise (> 1000 emp.) **Reviewed Date:** February 26, 2021 **What do you like best about Traction Complete?** Strong UI to get a high level view of hierarchy and a great customer support team to help with any question the team has. **What do you dislike about Traction Complete?** Only really works well if your SFDC accounts has a strong Duns Number foundation. Will require additional enrichment from other tools for this tool to be efficient. **What problems is Traction Complete solving and how is that benefiting you?** Assignment issues based on hierarchy models. Traction helps us report on family tree we don't see in SFDC. **Official Response from Marketing Team:** > It's great to hear that Traction Complete is helping you with assignment issues and providing visibility into family tree hierarchy. We appreciate your support! ### 47. Marketing Operations Manager **Rating:** 5.0/5.0 stars **Reviewed by:** Verified User in Computer Software | Mid-Market (51-1000 emp.) **Reviewed Date:** May 26, 2021 **What do you like best about Traction Complete?** I really like the capability to match new leads that come in through Marketo to existing accounts in our Salesforce instance. Their lead routing functionality has also greatly improved and we're currently looking into replacing our existing lead routing process with Traction Complete's. **What do you dislike about Traction Complete?** There are really no downsides to using Traction Complete. The only issue I've come across is that Traction Complete can only be highly effective if our data is somewhat clean and can be matched correctly. I've also seen some issues if people use a generic email address since it can't match based on domain, but that's understandable. **What problems is Traction Complete solving and how is that benefiting you?** Thanks to Traction Complete, we're able to see if an account already exists in our database, assign it to the correct account owner, and convert it automatically. This has helped us improve our database cleanliness and streamline processes for our sales team. **Official Response from Marketing Team:** > We're thrilled to hear that you are finding value in Traction Complete's lead matching and routing capabilities. We appreciate your feedback and are committed to providing solutions that help improve your processes. ### 48. Growing with Complete **Rating:** 4.0/5.0 stars **Reviewed by:** Verified User in Computer Software | Enterprise (> 1000 emp.) **Reviewed Date:** May 25, 2021 **What do you like best about Traction Complete?** Complete's initial enablement exceed expectations and paved the path for ongoing and constructive collaboration. Their support since then has been top-notch and a pleasure to work with. **What do you dislike about Traction Complete?** Making small changes in Complete can require many duplicative steps that are easy to forget and a pain to debug. User management has a lot of room to grow as well. **What problems is Traction Complete solving and how is that benefiting you?** Lead to Account matching was a big need that Complete solved for us. We also needed a visual representation of our lead routing flows and this interface is intuitive and easy to use. **Official Response from Marketing Team:** > We're glad to hear that our initial enablement and ongoing support have exceeded your expectations. We appreciate your feedback about the duplicative steps and user management, and we will work to improve these areas. We're pleased that Traction Complete has been able to solve your lead matching and lead routing flow visualization needs. ### 49. Great partner to work! **Rating:** 5.0/5.0 stars **Reviewed by:** Verified User in Media Production | Mid-Market (51-1000 emp.) **Reviewed Date:** October 21, 2021 **What do you like best about Traction Complete?** Besides the product provided, the level of support given makes working with Traction a no brainer. **What do you dislike about Traction Complete?** Though pricey for the products and the occasional bug needing to be worked through, Traction is worth it with the benefits. **What problems is Traction Complete solving and how is that benefiting you?** Salesforce automation in dealing with lead routing, sales rep notification, and whitespace reporting on missing leads. **Official Response from Marketing Team:** > Thank you for your feedback! We understand that occasional bugs can be frustrating, and we are constantly working to improve our product and provide the best value for our customers. ### 50. Traction Hierarchies Solution Review. Awesome Product and People! **Rating:** 5.0/5.0 stars **Reviewed by:** Nadia G. | Salesforce CRM Manager , Mid-Market (51-1000 emp.) **Reviewed Date:** November 02, 2020 **What do you like best about Traction Complete?** 1. Complete visibility into company hierarchies. Many of the companies we target have complex structures spanning the globe and we absolutely needed to be able to visualize their full corporate structures ("View All Whitespace" capability). 2. Our reps can see right away what products have been sold or are in the process of being sold to the different entities within the tree, helping them spot up-and-cross-sell opportunities. 3. Reps have visibility into what Accounts from those hierarchies are NOT in Salesforce, but should be based on the information displayed (e.g. annual revenue, location, company size) and create them with a simple click (even lass create). New Accounts are populated with D&B data and placed in their correct spot within the hierarchy. 4. Support. Both our Account Executive and Customer Success Manager were fantastic to work with – knowledgeable, excited about the product, and extremely responsive. 5. Traction Hierarchies is indispensable for Companies that conduct Territory Management and Account Planning and whose teams need greater visibility into their target market. **What do you dislike about Traction Complete?** There's absolutely nothing I dislike about this product. The Traction team worked with us to identify our needs and map them to the capabilities of the product. As a result, we got exactly what we needed. **What problems is Traction Complete solving and how is that benefiting you?** The standard Salesforce Account Hierarchy capability relied on the end-users linking Accounts together. The end users wouldn't always do it correctly or at all and, in the best case scenario, they would link only the Accounts they knew about. They had no visibility into the entire corporates structures of the Accounts within our addressable market. As a result of the above, not only Sales were missing all kinds of opportunities, but SalesOps didn't have accurate reporting per hierarchy. How can you conduct Territory Management and Account Planning if you're flying blind? **Official Response from Marketing Team:** > We're thrilled to hear that Traction Hierarchies Solution has been indispensable for your company's Territory Management and Account Planning needs, providing complete visibility into complex corporate structures and helping your reps identify cross-sell opportunities. We're also pleased to hear that our support team has been fantastic to work with. Thank you for sharing your positive experience! ## 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=3§ion=pricing&secure%5Bexpires_at%5D=2026-07-22+12%3A21%3A01+-0500&secure%5Bsession_id%5D=fc33abf2-9cc5-41f4-9fcb-dbae98bb8aee&secure%5Btoken%5D=5c727cd78aa0480bab9bb9da414534443f3dbb7545c2eb4becee956af6fea29f&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)