---
title: Traction Complete Reviews
meta_title: 'Traction Complete Reviews 2026: Details, Pricing, & Features | G2'
meta_description: Filter 174 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: 174
  scale: '5'
date_modified: '2026-07-23'
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:** 174
## About Traction Complete
Traction Complete&#39;s RevOps Data Management Suite for Salesforce helps revenue operations teams cleanse, connect, and orchestrate data. Since 2019, we&#39;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&#39;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&#39;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. 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!

  ### 2. Does what it needs to do but the team who implemented didn't know how to take advantage of it

**Rating:** 2.5/5.0 stars

**Reviewed by:** Francisco L. | Salesforce Developer, Mid-Market (51-1000 emp.)

**Reviewed Date:** February 19, 2021

**What do you like best about Traction Complete?**

The easy way you can create your own flows with no developer needed.
All is in one place I don't need to move around to find anything in different areas.

**What do you dislike about Traction Complete?**

I didn't feel the documentation as easy as some other tools on the market.
The team who did the implementation didn't know how to properly use it and therefore recreated the wheel in most cases not taking advantage of everything that the tool is capable of.

**What problems is Traction Complete solving and how is that benefiting you?**

The rotation of my Reps for each of the leads and Accounts.

**Official Response from Marketing Team:**

> We're glad to hear that you find Traction Complete easy to use and that it helps with creating flows without needing a developer. We understand the importance of proper implementation and will work to improve our documentation and support to ensure our customers can take full advantage of the tool's capabilities.

  ### 3. Game Changer for Clean CRM Data

**Rating:** 4.5/5.0 stars

**Reviewed by:** David S. | Director, Partnerships and Integrations, Mid-Market (51-1000 emp.)

**Reviewed Date:** February 23, 2021

**What do you like best about Traction Complete?**

Our company has some complex Lead routing rules that were easily set up in Traction Complete. We set them up once and then they are easy to edit and update from the flows.

**What do you dislike about Traction Complete?**

I wish we would have started using the tool sooner.

**What problems is Traction Complete solving and how is that benefiting you?**

We are solving the proper way to flow Leads to our sales teams. We are also properly eliminating duplicate lead records flowing to our system of record.

**Official Response from Marketing Team:**

> We're glad to hear that Traction Complete has been a game changer for your company's lead routing rules. It's great to know that the tool is easy to set up and edit, and we appreciate your feedback about starting to use it sooner.

  ### 4. Have used/brought to multiple Companies!

**Rating:** 5.0/5.0 stars

**Reviewed by:** Justin A. | Salesforce Technical Analyst, Enterprise (> 1000 emp.)

**Reviewed Date:** February 20, 2021

**What do you like best about Traction Complete?**

The ease of use in the UI. It is very intuitive as an admin trying to set up flows, triggers, rules, etc.. They have ALWAYS listened when I had an issue or had some enhancement requests. The requests usually got rolled out within a couple moths!

**What do you dislike about Traction Complete?**

to be honest, I can't think of anything right now.

**What problems is Traction Complete solving and how is that benefiting you?**

Lead/Account/Opp routing. Lead to Lead matching. Lead to Account matching. Triggering all of those scenarios!

**Official Response from Marketing Team:**

> Thank you for your positive feedback! We are committed to continuously improving Traction Complete to meet the needs of our users. We appreciate your support and look forward to serving you in the future.

  ### 5. Lead assignment works

**Rating:** 2.5/5.0 stars

**Reviewed by:** Julio L. | Salesforce developer, Mid-Market (51-1000 emp.)

**Reviewed Date:** February 19, 2021

**What do you like best about Traction Complete?**

It's easy to make adjustments to the round-robin configuration

**What do you dislike about Traction Complete?**

Traction support isn't helpful, the other part's of the tool are not comprehensive and if I have access to the entire tool, why should I have to request through support access to those other features

**Recommendations to others considering Traction Complete:**

Ask for training videos, request access to all of the tool that you have paid beforehand

**What problems is Traction Complete solving and how is that benefiting you?**

Assignment of leads and accounts using the round-robin function

**Official Response from Marketing Team:**

> We're glad to hear that you find it easy to make adjustments to the round-robin configuration. We apologize for any inconvenience you've experienced with our support and access to other features. We will work to improve in these areas. Thank you for your feedback.

  ### 6. SFDC Admin perspective- The installation was not good, the setup was easy to manage.

**Rating:** 4.0/5.0 stars

**Reviewed by:** Charlie! R. | System administrator, Mid-Market (51-1000 emp.)

**Reviewed Date:** March 10, 2021

**What do you like best about Traction Complete?**

easy to manage, very intuitive. Zach is a great guy

**What do you dislike about Traction Complete?**

the installation for Specific Profiles is not working. Our "use case" required it but it never worked. We had to install it for all users and then remove the access manually. If you think about it is a waste. it was not good.

**Recommendations to others considering Traction Complete:**

Make sure the "Installation to specific profiles" option is now working

**What problems is Traction Complete solving and how is that benefiting you?**

that is not my area, but I know it is solving some business challenges we had. It also is supporting new processes the company is taking

**Official Response from Marketing Team:**

> Thank you for your positive feedback on the ease of management and intuitive interface. We apologize for the inconvenience with the installation for specific profiles and will strive to address this issue.

  ### 7. Good L2A Matching Tool but Needs Further Refinement

**Rating:** 3.0/5.0 stars

**Reviewed by:** Verified User in Computer Software | Mid-Market (51-1000 emp.)

**Reviewed Date:** February 23, 2021

**What do you like best about Traction Complete?**

When the tool works - it executes advanced L2A matching and automerging logic flawlessly saving us hours of manual data cleanup efforts. CSMs and support are absolutely phenomenal.

**What do you dislike about Traction Complete?**

Some parts of the tool feel completely unrefined and often require hotfixed. Traction Complete is dependent on scheduled jobs in SFDC in which if your SFDC is having performance issues can equate to a heavy negative impact on Traction Complete's performance.

**Recommendations to others considering Traction Complete:**

Do your due diligence with others in the industry to determine which tool works best for you.

**What problems is Traction Complete solving and how is that benefiting you?**

Lead-to-account matching and automerging net new leads.

**Official Response from Marketing Team:**

> We're glad to hear that you find our L2A matching tool helpful and that our CSMs and support team have been phenomenal. We apologize for any inconvenience caused by unrefined parts of the tool and the dependency on SFDC scheduled jobs. We are constantly working on improvements and appreciate your feedback.

  ### 8. It does exactly what it's supposed to do

**Rating:** 5.0/5.0 stars

**Reviewed by:** Verified User in Computer Software | Mid-Market (51-1000 emp.)

**Reviewed Date:** June 02, 2021

**What do you like best about Traction Complete?**

See the title. It does exactly what it's supposed to do 100% of the time. It's also very flexible and intuitive to configure.

**What do you dislike about Traction Complete?**

I like everything about the tool. It its our use case precisely.

**What problems is Traction Complete solving and how is that benefiting you?**

Lead routing and lead to account matching

**Official Response from Marketing Team:**

> We're thrilled to hear that Traction Complete is meeting your needs and providing a seamless experience for lead routing and account matching. Thank you for sharing your positive feedback!

  ### 9. Traction Hierarchies is a great visualization tool

**Rating:** 4.5/5.0 stars

**Reviewed by:** Verified User in Computer Software | Enterprise (> 1000 emp.)

**Reviewed Date:** February 23, 2021

**What do you like best about Traction Complete?**

Simple, easy to understand graphics. 
Ability to customize how we want to use Hierarchies.
Makes the Corporate Linkage we subscribe through D&B more actionable/requires us to build fewer reports manually
We can get answers to questions around data more effectively, i.e. who are highest spend customers by corporate family

**What do you dislike about Traction Complete?**

Very little. Tool is responsive and flexible.

**What problems is Traction Complete solving and how is that benefiting you?**

We're D&B customers and needed to create many reports on our own that this tool solves for. We can also customize the legal hierarchy to our unique needs

**Official Response from Marketing Team:**

> Thank you for your feedback! We're pleased to hear that you find Traction Complete responsive, flexible, and able to effectively answer your data-related questions. We appreciate your support.

  ### 10. Interesting hierarchy views in addition to core functionality

**Rating:** 5.0/5.0 stars

**Reviewed by:** Verified User in Information Services | Enterprise (> 1000 emp.)

**Reviewed Date:** February 25, 2021

**What do you like best about Traction Complete?**

A built-in-SFDC matching functionality that just negates security concerns in that area, matching engine to merge leads quite comprehensive and happy with their nested flows.

**What do you dislike about Traction Complete?**

Would love the ability to pull in related objects' fields into the lead routing logic.

**What problems is Traction Complete solving and how is that benefiting you?**

Lead Routing is our primary use case, and we are happy to use their visual flows and comprehensive routing engine. The TractionComplete Hierarchies are an additional offering that we are enjoying.

**Official Response from Marketing Team:**

> We're glad to hear that you are enjoying the built-in-SFDC matching functionality and the comprehensive lead routing engine. We appreciate your feedback about the ability to pull in related objects' fields into the lead routing logic and will take it into consideration for future improvements.

  ### 11. Gives our users what they need

**Rating:** 4.0/5.0 stars

**Reviewed by:** Verified User in Computer Software | Mid-Market (51-1000 emp.)

**Reviewed Date:** March 15, 2021

**What do you like best about Traction Complete?**

Information on account hierarchies is provided in a way that makes sense to users without becoming noise.

**What do you dislike about Traction Complete?**

There are some limitations around account relationships that took some work to get around but overall things are good. We had some early issues with being able to correct hierarchies.

**What problems is Traction Complete solving and how is that benefiting you?**

Account hierarchy structure and presentation to end users

**Official Response from Marketing Team:**

> Thank you for sharing your experience with Traction Complete. We're pleased to hear that our account hierarchy information is making a positive impact. We understand that there may be some limitations, and we're committed to addressing these to provide a better user experience. Your feedback is valuable to us, and we appreciate your support.

  ### 12. Affordable and Flexible

**Rating:** 4.5/5.0 stars

**Reviewed by:** Daniel G. | Chief Marketing Officer, Mid-Market (51-1000 emp.)

**Reviewed Date:** March 02, 2021

**What do you like best about Traction Complete?**

Lead to account matching, support and frequent releases.

**What do you dislike about Traction Complete?**

Requires support to implement some functionality.

**What problems is Traction Complete solving and how is that benefiting you?**

Lead to Account matching. Workflow rules for lead routing.

**Official Response from Marketing Team:**

> Thank you for your positive feedback on our lead to account matching, support, and frequent releases. We apologize for any inconvenience you may have experienced with implementing certain functionalities. We're committed to enhancing our platform to provide a seamless experience for all users.

  ### 13. Quality of Traction Complete Depends on Sophistication Quality of Your CRM

**Rating:** 5.0/5.0 stars

**Reviewed by:** Verified User in Computer Software | Mid-Market (51-1000 emp.)

**Reviewed Date:** March 25, 2020

**What do you like best about Traction Complete?**

Customer Success has been integral to the success of this tool. With a very intricate set of rules and dependencies regarding Lead routing, coupled with limited configuration options in our CRM, our Traction CSM is always available and willing to provide the most valuable options and to configure Traction Complete. This is a sole reason for our success in automating Lead routing as efficiently as possible.

**What do you dislike about Traction Complete?**

The boundaries of our CRM are the most limiting factors with this tool. I am not the CRM admin, so it makes it difficult to optimize Traction Complete to the fullest extent.

For clear stakeholder communication and periodic updates/audits, it would be very valuable if routing flows  were downloadable or viewable in a way that facilitates deeper understanding of what each flow step is doing. Instead, I keep a separate spreadsheet worded in plain language to propose changes, and audit the Lead routing process.

**Recommendations to others considering Traction Complete:**

In my case, Traction Complete is dependent on Salesforce configuration. I advise having control of, and advocacy for Traction Complete configuration.

**What problems is Traction Complete solving and how is that benefiting you?**

Traction Complete, when configured correctly, automates Lead routing where it was a completely manual process. It routes correctly approximately 90-95% of the time...which is pretty good! It is important to develop a system to audit each batch of Leads, finding the erroneous assignments and correcting them prior to pulling the trigger for any marketing campaign. Holistically, Traction Complete has improved our Lead routing exponentially.

**Official Response from Marketing Team:**

> Thank you for sharing your experience with Traction Complete. We're glad to hear that our Customer Success team has been instrumental in helping you configure the tool for efficient lead routing.

  ### 14. Traction has completely streamlined how we manage and build out hierarchies

**Rating:** 4.5/5.0 stars

**Reviewed by:** Verified User in Computer Software | Enterprise (> 1000 emp.)

**Reviewed Date:** February 23, 2021

**What do you like best about Traction Complete?**

The ability to inline edit hierarchies, export CSV, and the ability to create custom hierarchies

**What do you dislike about Traction Complete?**

I would love the ability to inline edit account names other than that nothing else comes to mind

**What problems is Traction Complete solving and how is that benefiting you?**

Streamline hierarchy build-outs and alignment. Benefits are saving time and helping us identify process updates that need to happen to further optimize how we reflect hierarchies.

**Official Response from Marketing Team:**

> We're glad to hear that you are enjoying the ability to inline edit hierarchies, export CSV, and create custom hierarchies with Traction Complete. We appreciate your feedback about inline editing account names and will take it into consideration for future updates.

  ### 15. Traction Review

**Rating:** 4.5/5.0 stars

**Reviewed by:** Verified User in Computer Software | Mid-Market (51-1000 emp.)

**Reviewed Date:** February 18, 2021

**What do you like best about Traction Complete?**

Efficiency and effectiveness in its implementation

**What do you dislike about Traction Complete?**

Nothing yet, as they have provided all that we needed.

**Recommendations to others considering Traction Complete:**

Try it, and find out that it does solve many problems.

**What problems is Traction Complete solving and how is that benefiting you?**

Building out hierarchies is a great thing that they offer.  We use it in many areas.

**Official Response from Marketing Team:**

> We're thrilled to hear that you find Traction Complete efficient and effective in its implementation. Thank you for sharing your positive experience!

  ### 16. Must have for Territory Management

**Rating:** 5.0/5.0 stars

**Reviewed by:** Kristin L. | Director of Sales Operations, Mid-Market (51-1000 emp.)

**Reviewed Date:** April 15, 2020

**What do you like best about Traction Complete?**

Traction Hierarchies is a "must have" for effective Territory Management and Account Planning. The application gives a full view of the corporate hierarchy, exposing critical items such as multiple owners, existing Customers, open Opportunities and duplicates within the hierarchy. The "View Whitespace" capability allows reps to see the full corporate structure to plan for up-selling and cross selling. The tool is well designed, easy to use and the support team is excellent.

**What do you dislike about Traction Complete?**

Nothing really - just be aware it is dependent on data from D&B Hoovers to get the DUNS numbers and corporate relationships.

**What problems is Traction Complete solving and how is that benefiting you?**

Insight into corporate entity hierarchy gives reps critical information for upselling and cross selling within a corporate structure. Depending on your rules of engagement for Account Ownership it helps ensures Accounts are assigned correctly (ownership based on corporate parent) or gives visibility to other Accounts in the corporate hierarchy with ownership and status.

**Official Response from Marketing Team:**

> We're thrilled to hear that Traction Hierarchies is a 'must have' for effective Territory Management and Account Planning. Our goal is to provide a comprehensive view of corporate hierarchy and support upselling and cross-selling opportunities. Thank you for highlighting the 'View Whitespace' capability and our excellent support team.

  ### 17. Great asset to your database

**Rating:** 5.0/5.0 stars

**Reviewed by:** Verified User in Marketing and Advertising | Mid-Market (51-1000 emp.)

**Reviewed Date:** February 25, 2021

**What do you like best about Traction Complete?**

The automation. Takes the human error out of the equation.

**What do you dislike about Traction Complete?**

All the bells and whistle, customer can get lost in day to day operation.

**What problems is Traction Complete solving and how is that benefiting you?**

Gives us rapid access to information hierarchy. We've realized greater productivity with our media relations, and can get in front of a broader media audience.

**Official Response from Marketing Team:**

> It's great to hear that Traction Complete is helping you achieve greater productivity and reach a broader media audience. Thank you for sharing your experience.

  ### 18. Traction Complete Supports Gaps in Data Augmentation

**Rating:** 5.0/5.0 stars

**Reviewed by:** Sharlet W. | Solution Architect, Enterprise (> 1000 emp.)

**Reviewed Date:** May 01, 2020

**What do you like best about Traction Complete?**

The product continues to improve - four years after purchase, we continue to use this product. Each Traction resource we encounter, from the original customer success manager we worked with to the product management team today, we find extremely collaborative and ready to solve business problems.

**What do you dislike about Traction Complete?**

Sometimes I can not find documentation and need to contact Traction directly.

**What problems is Traction Complete solving and how is that benefiting you?**

We purchased Traction Complete in 2016 to increase our industry segmentation for targeted marketing. We had a back-end legacy system that did not require details at the Company record level, with only Contact details it was challenging to match and augment D&B details. Adding Traction Complete to the mix, filled the missing data to our SIC code gap and we were able to assign missing industry groupings to a large percentage of our accounts. 

We've expanded our use  from simple Traction Complete data augmentation to include the more complex and highly useful Traction Complete lead assignment logic and purchased Traction Hierarchies to easily fill another gap in standard Salesforce.com functionality.

**Official Response from Marketing Team:**

> We're thrilled to hear that you have found Traction Complete to be a valuable tool for your business needs, and we appreciate your continued support over the years. We understand the importance of having comprehensive documentation available, and we are continuously working to improve in this area to provide a better user experience.

  ### 19. Great team, great product!

**Rating:** 5.0/5.0 stars

**Reviewed by:** Kevin F. | Small-Business (50 or fewer emp.)

**Reviewed Date:** April 15, 2020

**What do you like best about Traction Complete?**

Traction complete made it really easy for me to set up complex lead routing, and provides an audit trail so I can troubleshoot any issues with my routing logic. Everything is easy to manage, and it provides all the customization and data that I would hope for as an admin. They obviously know their way around Salesforce, and they've built a tool that integrated seamlessly into our instance. They listen to feedback, and they provide excellent onboarding assistance.

**What do you dislike about Traction Complete?**

I can't think of anything I dislike, really...

**What problems is Traction Complete solving and how is that benefiting you?**

Making sure that leads get distributed evenly and to the right teams, while also providing ways to reassign leads when necessary.

**Official Response from Marketing Team:**

> Thank you for the positive feedback! We're glad to hear that Traction Complete has made lead routing and management easier for you. We appreciate your recognition of our seamless integration with Salesforce and our commitment to customer feedback. If you ever have any suggestions for improvement, feel free to reach out to us.

  ### 20. Review

**Rating:** 5.0/5.0 stars

**Reviewed by:** Verified User in Banking | Mid-Market (51-1000 emp.)

**Reviewed Date:** February 19, 2021

**What do you like best about Traction Complete?**

Their quick response on any issues with the service

**What do you dislike about Traction Complete?**

I haven't worked with them long enough to dislike something

**What problems is Traction Complete solving and how is that benefiting you?**

We are using Traction Complete with Salesforce

**Official Response from Marketing Team:**

> We appreciate your feedback and are glad to hear that you have had a positive experience with our quick response to issues.

  ### 21. Good product with great support

**Rating:** 4.0/5.0 stars

**Reviewed by:** David D. | Marketing Operations and Demand Generation Manager, Mid-Market (51-1000 emp.)

**Reviewed Date:** March 30, 2020

**What do you like best about Traction Complete?**

The account managers are great, they help solve problems, and the product team continuously improves the solution.

**What do you dislike about Traction Complete?**

No way to consider a users availability to change the assignment

**Recommendations to others considering Traction Complete:**

Plan your lead assignment flow first before building something in Traction Complete, the solution will be able to do whatever you need, just make sure you have a plan so you don't have to revisit work.

**What problems is Traction Complete solving and how is that benefiting you?**

We have 250 to 650 MQLs created each week which need to assigned, Traction Complete allows us to assign those leads based on a mix of employee size, revenue, geography and industry, either to a specific owner, round robin or a queue.

**Official Response from Marketing Team:**

> Thank you for your positive feedback! We're glad to hear that our account managers have been helpful and that you're benefiting from the continuous improvements to our solution.

  ### 22. Traction Review

**Rating:** 5.0/5.0 stars

**Reviewed by:** Verified User in Logistics and Supply Chain | Mid-Market (51-1000 emp.)

**Reviewed Date:** April 24, 2020

**What do you like best about Traction Complete?**

Avoiding account overlap and commission splits. My reps have better visibility into their largest accounts now that the account hierarchies are built and displayed right on the Salesforce layout. They now know exactly what accounts they can prospect into and how they can leverage existing relationships to build pipe and land and expand. Our sales reps didn’t have an easy way to see any of this in Salesforce previously. We had reps frustrated that they were wasting time on accounts that weren’t theirs and commission conflicts. The customer success team has been great as well. They check in regularly to make sure we’re getting value from the app and are being successful.

**What do you dislike about Traction Complete?**

we like the software and would recommend

**Recommendations to others considering Traction Complete:**

Visibility allows everyone to make better decisions. The more context sales or CS reps can see about an account relationship, the better their outreach and customer experience will be. Get the whole go-to-market team, including marketing and customer success access to the platform to make sure everyone has that context. For the operations team, it helps you better understand territory assignments, performance and data governance. For the Salesforce admins, I’d update the app frequently as the team regularly releases new features and reports that help your leaders drive those decisions.

**What problems is Traction Complete solving and how is that benefiting you?**

no problems

**Official Response from Marketing Team:**

> We're thrilled to hear that Traction Complete has provided your sales reps with better visibility into their accounts and has helped to avoid account overlap and commission conflicts. Our customer success team is dedicated to ensuring that our customers are successful, and we're glad to hear that you've had a positive experience with them.

  ### 23. Great tool with great customer service

**Rating:** 5.0/5.0 stars

**Reviewed by:** Verified User in Higher Education | Mid-Market (51-1000 emp.)

**Reviewed Date:** April 22, 2020

**What do you like best about Traction Complete?**

Gives options for lead routing that are just not possible with out of the box Saleforce tools. Great varitety of options and control that it gives you. Helpful when managing a larger team.

**What do you dislike about Traction Complete?**

Can be challenging to navigate and fully understand, but I've always found Traction to be very responsive and willing to show us the ropes to help get a better grasp of the tool.

**What problems is Traction Complete solving and how is that benefiting you?**

Lead routing optimization

**Official Response from Marketing Team:**

> We're thrilled to hear that you find Traction Complete helpful for lead routing and managing a larger team. We appreciate your feedback and are glad to hear that our customer service has been responsive and helpful in navigating the tool.

  ### 24. Great tool, take with a grain of salt

**Rating:** 3.5/5.0 stars

**Reviewed by:** Verified User in Machinery | Mid-Market (51-1000 emp.)

**Reviewed Date:** October 29, 2018

**What do you like best about Traction Complete?**

It's great to see the reach of an account as well as find different sites and sister companies that we can reach out to.

**What do you dislike about Traction Complete?**

The filter information can be often inaccurate (ex: location type, number of employees, etc.). When you're looking specifically for warehouses, not store fronts, that can be difficult to do

**Recommendations to others considering Traction Complete:**

Your data has to be pretty clean for it to be picked up in the hierarchy.

**What problems is Traction Complete solving and how is that benefiting you?**

Finding the potential business at our existing accounts. It helps us have more talking points when reaching out to large, enterprise level customers

**Official Response from Marketing Team:**

> Thank you for sharing your feedback with us. We're glad to hear that Traction Complete has been helpful in identifying potential business opportunities at your existing accounts. We appreciate your input on the accuracy of the filter information and will work to improve this aspect of our tool.


## 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=4&section=pricing&secure%5Bexpires_at%5D=2026-07-23+13%3A25%3A50+-0500&secure%5Bsession_id%5D=068f2c57-f17a-4c34-8345-3f8376242905&secure%5Btoken%5D=60f0dd1e5d4b1bb1a7d76c365f9a89c44f5115f71c7b044ad0bcd82b47d40b76&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 

**Matching**
- Priority Matching
- Account Tiebreakers
- Fuzzy Matching

**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 

**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

**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)

