--- title: Traction Complete Reviews meta\_title: 'Traction Complete Reviews 2026: Details, Pricing, & Features | G2' meta\_description: Filter 175 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: 175 scale: '5' date\_modified: '2026-08-09' parent\_category: name: Sales Acceleration url: https://www.g2.com/categories/sales-acceleration ---

### Traction Complete Pros and Cons: Top 5 Advantages and Disadvantages

#### Quick AI Summary Based on G2 Reviews

Generated from real user reviews

Users appreciate the **exceptional customer support** from Traction Complete, ensuring a smooth implementation and ongoing enhancements. [(29 mentions)](https://www.g2.com/products/traction-complete/reviews?filters%5Bsentiment_snippet%5D=1541643&qs=pros-and-cons#reviews)

Users appreciate the **ease of use** of Traction Complete, enjoying a streamlined interface and simple setup. [(23 mentions)](https://www.g2.com/products/traction-complete/reviews?filters%5Bsentiment_snippet%5D=1541811&qs=pros-and-cons#reviews)

Users value the **effective lead generation** capabilities of Traction Complete, enhancing data organization and operational efficiency. [(18 mentions)](https://www.g2.com/products/traction-complete/reviews?filters%5Bsentiment_snippet%5D=1541844&qs=pros-and-cons#reviews)

Users appreciate the **excellent customer service** from Traction Complete, receiving prompt assistance and thorough guidance throughout the process. [(17 mentions)](https://www.g2.com/products/traction-complete/reviews?filters%5Bsentiment_snippet%5D=1541747&qs=pros-and-cons#reviews)

Users appreciate the **routing efficiency** of Traction Complete, enhancing data management and task automation effortlessly. [(16 mentions)](https://www.g2.com/products/traction-complete/reviews?filters%5Bsentiment_snippet%5D=1542062&qs=pros-and-cons#reviews)

Users find the **administrator requirement** limiting, as it complicates usability for non-admin staff and delays issue resolution. [(12 mentions)](https://www.g2.com/products/traction-complete/reviews?filters%5Bsentiment_snippet%5D=1542707&qs=pros-and-cons#reviews)

Users note a **daunting learning curve** with Traction Complete's implementation, despite strong support from the CSM team. [(11 mentions)](https://www.g2.com/products/traction-complete/reviews?filters%5Bsentiment_snippet%5D=1542112&qs=pros-and-cons#reviews)

Users find the **navigation complexity** of Traction Complete cumbersome, requiring time to become familiar with the UI. [(6 mentions)](https://www.g2.com/products/traction-complete/reviews?filters%5Bsentiment_snippet%5D=1541771&qs=pros-and-cons#reviews)

Users note a **steep learning curve** for Traction Complete, though support from CSMs helps ease the process. [(6 mentions)](https://www.g2.com/products/traction-complete/reviews?filters%5Bsentiment_snippet%5D=1541709&qs=pros-and-cons#reviews)

Users find Traction Complete's tool **not intuitive** , especially for occasional users struggling with complex setups and navigation. [(5 mentions)](https://www.g2.com/products/traction-complete/reviews?filters%5Bsentiment_snippet%5D=1952919&qs=pros-and-cons#reviews)

### 5 Pros or Advantages of Traction Complete

##### 1. Customer Support

Users appreciate the **exceptional customer support** from Traction Complete, ensuring a smooth implementation and ongoing enhancements.
[
See 29 mentions
](https://www.g2.com/products/traction-complete/reviews?filters%5Bsentiment_snippet%5D=1541643&qs=pros-and-cons#reviews)

See Related User Reviews

 ![Verified User](/assets/icons/anonymous-avatar-purple-4ae1032bdb50ee5682003170c8184aee790d25958bd397abbd384ba52c596a7b.svg "Verified User")
A

Verified User

Mid-Market (51-1000 emp.)

4.5/5

"Step-by-Step Weekly Guidance That Keeps Us on Track"

What do you like about Traction Complete?

We have been having weekly meetings where they walk us through the process. Each week, we check to make sure the privacy scheduled job has run correct

 ![Verified User](/assets/icons/anonymous-avatar-purple-4ae1032bdb50ee5682003170c8184aee790d25958bd397abbd384ba52c596a7b.svg "Verified User")
A

Verified User

Enterprise (\> 1000 emp.)

4.0/5

"Top-Notch Support and Partnership for Growth"

What do you like about Traction Complete?

The support has been top-notch. From day one of the integration, they set up a Slack channel and provided 3–4 representatives to ensure timely respons

##### 2. Ease of Use

Users appreciate the **ease of use** of Traction Complete, enjoying a streamlined interface and simple setup.
[
See 23 mentions
](https://www.g2.com/products/traction-complete/reviews?filters%5Bsentiment_snippet%5D=1541811&qs=pros-and-cons#reviews)

See Related User Reviews

 ![Saloni P.](/assets/transparent-ad5be28fbcd25b7b08d2cebe1d957125437fb5407d75ee717965ad22c8808791.gif "Saloni P.")
SP

Saloni P.

Small-Business (50 or fewer emp.)

4.5/5

"Chaso to clearitiy"

What do you like about Traction Complete?

I like how Traction Complete keeps Salesforce data clean and organized much like balancing financial books while automating tasks like deduplication,

 ![Verified User](/assets/icons/anonymous-avatar-purple-4ae1032bdb50ee5682003170c8184aee790d25958bd397abbd384ba52c596a7b.svg "Verified User")
A

Verified User

Mid-Market (51-1000 emp.)

4.5/5

"Step-by-Step Weekly Guidance That Keeps Us on Track"

What do you like about Traction Complete?

We have been having weekly meetings where they walk us through the process. Each week, we check to make sure the privacy scheduled job has run correct

##### 3. Lead Generation

Users value the **effective lead generation** capabilities of Traction Complete, enhancing data organization and operational efficiency.
[
See 18 mentions
](https://www.g2.com/products/traction-complete/reviews?filters%5Bsentiment_snippet%5D=1541844&qs=pros-and-cons#reviews)

See Related User Reviews

 ![Saloni P.](/assets/transparent-ad5be28fbcd25b7b08d2cebe1d957125437fb5407d75ee717965ad22c8808791.gif "Saloni P.")
SP

Saloni P.

Small-Business (50 or fewer emp.)

4.5/5

"Chaso to clearitiy"

What do you like about Traction Complete?

I like how Traction Complete keeps Salesforce data clean and organized much like balancing financial books while automating tasks like deduplication,

LR

Lawton R.

Small-Business (50 or fewer emp.)

5.0/5

"Keeps Our CRM Clean with Easy Record Lookup and Creation"

What do you like about Traction Complete?

I’m able to look into our CRM environment to find existing records, or create new ones when needed. This helps keep our CRM clean, and we can use this

##### 4. Helpful

Users appreciate the **excellent customer service** from Traction Complete, receiving prompt assistance and thorough guidance throughout the process.
[
See 17 mentions
](https://www.g2.com/products/traction-complete/reviews?filters%5Bsentiment_snippet%5D=1541747&qs=pros-and-cons#reviews)

See Related User Reviews

 ![Verified User](/assets/icons/anonymous-avatar-purple-4ae1032bdb50ee5682003170c8184aee790d25958bd397abbd384ba52c596a7b.svg "Verified User")
A

Verified User

Mid-Market (51-1000 emp.)

4.5/5

"Step-by-Step Weekly Guidance That Keeps Us on Track"

What do you like about Traction Complete?

We have been having weekly meetings where they walk us through the process. Each week, we check to make sure the privacy scheduled job has run correct

 ![Casey L.](/assets/transparent-ad5be28fbcd25b7b08d2cebe1d957125437fb5407d75ee717965ad22c8808791.gif "Casey L.")
CL

Casey L.

Small-Business (50 or fewer emp.)

4.0/5

"Effortlessly Manages Duplicates, Seamlessly Integrates with Salesforce"

What do you like about Traction Complete?

I love how compatible Traction Complete is with the Salesforce system. It's pretty easy to navigate and understand, and doesn't require real in-depth

##### 5. Routing Efficiency

Users appreciate the **routing efficiency** of Traction Complete, enhancing data management and task automation effortlessly.
[
See 16 mentions
](https://www.g2.com/products/traction-complete/reviews?filters%5Bsentiment_snippet%5D=1542062&qs=pros-and-cons#reviews)

See Related User Reviews

 ![Saloni P.](/assets/transparent-ad5be28fbcd25b7b08d2cebe1d957125437fb5407d75ee717965ad22c8808791.gif "Saloni P.")
SP

Saloni P.

Small-Business (50 or fewer emp.)

4.5/5

"Chaso to clearitiy"

What do you like about Traction Complete?

I like how Traction Complete keeps Salesforce data clean and organized much like balancing financial books while automating tasks like deduplication,

NM

Neil M.

Mid-Market (51-1000 emp.)

5.0/5

"A Powerful Tool Made Even Better by Outstanding Support"

What do you like about Traction Complete?

Easy to use tool, saves time with routing and not having to code pr build complex flows in SFDC.

### 5 Cons or Disadvantages of Traction Complete

##### 1. Limitations

Users find the **administrator requirement** limiting, as it complicates usability for non-admin staff and delays issue resolution.
[
See 12 mentions
](https://www.g2.com/products/traction-complete/reviews?filters%5Bsentiment_snippet%5D=1542707&qs=pros-and-cons#reviews)

See Related User Reviews

 ![Verified User](/assets/icons/anonymous-avatar-purple-4ae1032bdb50ee5682003170c8184aee790d25958bd397abbd384ba52c596a7b.svg "Verified User")
A

Verified User

Enterprise (\> 1000 emp.)

4.0/5

"Top-Notch Support and Partnership for Growth"

What do you dislike about Traction Complete?

Before the UI update, it was difficult to navigate by clicking through the tabs, especially when working with the routing flow charts. This was even m

 ![Victoria Y.](/assets/transparent-ad5be28fbcd25b7b08d2cebe1d957125437fb5407d75ee717965ad22c8808791.gif "Victoria Y.")
VY

Victoria Y.

Mid-Market (51-1000 emp.)

5.0/5

"Effortless Lead Management with Seamless Salesforce Integration"

What do you dislike about Traction Complete?

We just launched in October so I haven't felt much issue. The only small pain point is if we make a change in ETM, we have to make the change in Tract

##### 2. Learning Curve

Users note a **daunting learning curve** with Traction Complete's implementation, despite strong support from the CSM team.
[
See 11 mentions
](https://www.g2.com/products/traction-complete/reviews?filters%5Bsentiment_snippet%5D=1542112&qs=pros-and-cons#reviews)

See Related User Reviews

 ![Verified User](/assets/icons/anonymous-avatar-purple-4ae1032bdb50ee5682003170c8184aee790d25958bd397abbd384ba52c596a7b.svg "Verified User")
A

Verified User

Enterprise (\> 1000 emp.)

4.0/5

"Top-Notch Support and Partnership for Growth"

What do you dislike about Traction Complete?

Before the UI update, it was difficult to navigate by clicking through the tabs, especially when working with the routing flow charts. This was even m

NM

Neil M.

Mid-Market (51-1000 emp.)

5.0/5

"A Powerful Tool Made Even Better by Outstanding Support"

What do you dislike about Traction Complete?

Took a little bit of hands on to get used to the UX but once you get it, it's easy.

##### 3. Complexity

Users find the **navigation complexity** of Traction Complete cumbersome, requiring time to become familiar with the UI.
[
See 6 mentions
](https://www.g2.com/products/traction-complete/reviews?filters%5Bsentiment_snippet%5D=1541771&qs=pros-and-cons#reviews)

See Related User Reviews

 ![Verified User](/assets/icons/anonymous-avatar-purple-4ae1032bdb50ee5682003170c8184aee790d25958bd397abbd384ba52c596a7b.svg "Verified User")
A

Verified User

Enterprise (\> 1000 emp.)

5.0/5

"Best software to manage Go To Market hierarchies, Great Customer Support"

What do you dislike about Traction Complete?

Its a bit cumbersome at times, could have a better UI.

 ![Verified User](/assets/icons/anonymous-avatar-purple-4ae1032bdb50ee5682003170c8184aee790d25958bd397abbd384ba52c596a7b.svg "Verified User")
U

Verified User

Mid-Market (51-1000 emp.)

4.0/5

"A great SFDC Routing tool"

What do you dislike about Traction Complete?

What I dislike about Traction Complete is that, while the tool is powerful, the canvas can get confusing quickly, especially for more complex setups.

##### 4. Steep Learning Curve

Users note a **steep learning curve** for Traction Complete, though support from CSMs helps ease the process.
[
See 6 mentions
](https://www.g2.com/products/traction-complete/reviews?filters%5Bsentiment_snippet%5D=1541709&qs=pros-and-cons#reviews)

See Related User Reviews

 ![Jack D.](/assets/transparent-ad5be28fbcd25b7b08d2cebe1d957125437fb5407d75ee717965ad22c8808791.gif "Jack D.")
JD

Jack D.

Enterprise (\> 1000 emp.)

5.0/5

"An Amazing Tool for Flexibly Automating Processes"

What do you dislike about Traction Complete?

There isn't much to dislike about Traction Complete, mainly superficial quality of life aspects (such as flow criteria steps removing entered values w

DQ

Daniele Q.

Enterprise (\> 1000 emp.)

5.0/5

"Efficiency Redefined with Traction Complete"

What do you dislike about Traction Complete?

The initial implementation phase required a deep dive into configuration, which could feel daunting at times. However, this was offset by the incredib

##### 5. Not Intuitive

Users find Traction Complete's tool **not intuitive** , especially for occasional users struggling with complex setups and navigation.
[
See 5 mentions
](https://www.g2.com/products/traction-complete/reviews?filters%5Bsentiment_snippet%5D=1952919&qs=pros-and-cons#reviews)

See Related User Reviews

 ![Verified User](/assets/icons/anonymous-avatar-purple-4ae1032bdb50ee5682003170c8184aee790d25958bd397abbd384ba52c596a7b.svg "Verified User")
U

Verified User

Mid-Market (51-1000 emp.)

4.0/5

"A great SFDC Routing tool"

What do you dislike about Traction Complete?

What I dislike about Traction Complete is that, while the tool is powerful, the canvas can get confusing quickly, especially for more complex setups.

 ![Verified User](/assets/icons/anonymous-avatar-purple-4ae1032bdb50ee5682003170c8184aee790d25958bd397abbd384ba52c596a7b.svg "Verified User")
A

Verified User

Mid-Market (51-1000 emp.)

5.0/5

"Great experience and extremely helpful"

What do you dislike about Traction Complete?

The UI can be a little tricky at times to navigate and the flows a bit vague. But once you spend some time in them, they make more sense.

 ![Verified User in Accounting](/assets/icons/anonymous-avatar-purple-4ae1032bdb50ee5682003170c8184aee790d25958bd397abbd384ba52c596a7b.svg "Verified User in Accounting")
AA

Verified User in Accounting

Mid-Market (51-1000 emp.)

2/9/2026

"Step-by-Step Weekly Guidance That Keeps Us on Track"

4.5/5

What do you like best about Traction Complete?

We have been having weekly meetings where they walk us through the process. Each week, we check to make sure the privacy scheduled job has run correctly and then create a new one. They guide us step by step and train us with a lot of patience. Review collected by and hosted on G2.com.

What do you dislike about Traction Complete?

I’d really like to have documentation that explains the basic process step by step, so that if we hire a new team member in the future, we can share it with them. Review collected by and hosted on G2.com.

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

The main benefit is that they help us delete a large number of duplicates, which was very important for us. This also freed up some storage space. Review collected by and hosted on G2.com.

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Response from Marketing Team of Traction Complete

[Editedit](https://www.g2.com/survey_responses/traction-complete-review-12330979/official_response/edit)

Thanks for sharing your feedback and letting us know that our weekly guidance, step-by-step training, and support have helped manage duplicates and free up storage. We hear you on documentation, that’s something we’re looking to improve so new team members can get up to speed even faster.

Validated ReviewerSource: Organic

 ![Amy C.](/assets/transparent-ad5be28fbcd25b7b08d2cebe1d957125437fb5407d75ee717965ad22c8808791.gif "Amy C.")
AC

Amy C.

Enterprise (\> 1000 emp.)

3/8/2023

"Very helpful!"

5/5

What do you like best about Traction Complete?

It has been a great tool for arranging hierarchies, which ultimately help us identify the correct account ownership. Review collected by and hosted on G2.com.

What do you dislike about Traction Complete?

Nothing that comes to mind at the moment Review collected by and hosted on G2.com.

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

Data governance and routing Review collected by and hosted on G2.com.

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Response from Marketing Team of Traction Complete

[Editedit](https://www.g2.com/survey_responses/traction-complete-review-7811206/official_response/edit)

We're glad to hear that Traction Complete has been an excellent tool for your team! We appreciate your feedback about the time it takes to update hierarchies and will share this with our team for future improvements. Thank you for sharing the problems Traction Complete is solving for you, such as data governance and routing.

4/20/2026
Validated ReviewerIncentivizedSource: G2 invite on behalf of seller

NM

Neil M.

Business Applications

Mid-Market (51-1000 emp.)

10/22/2025

"A Powerful Tool Made Even Better by Outstanding Support"

5/5

What do you like best about Traction Complete?

Easy to use tool, saves time with routing and not having to code pr build complex flows in SFDC. Review collected by and hosted on G2.com.

What do you dislike about Traction Complete?

Took a little bit of hands on to get used to the UX but once you get it, it's easy. Review collected by and hosted on G2.com.

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

Lead routing and account ownership assignment.

The lead routing is straight forward. The integrated de-duping and matching tools simplify the path you need to build out to get it to the right person.

Additionally, the AI integration allows us to write prompts to update account owners based on territory logic with new accounts. Review collected by and hosted on G2.com.

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Response from Marketing Team of Traction Complete

[Editedit](https://www.g2.com/survey_responses/traction-complete-review-11848693/official_response/edit)

Thanks so much for your review! We’re thrilled to hear Traction Complete is making lead routing and account ownership easier, and that the AI and matching tools are helping your team. We really appreciate you sharing your experience, Neil.

10/28/2025
Validated ReviewerIncentivizedSource: G2 invite on behalf of seller

JK

Joshua K.

CRM System Administrator

Mid-Market (51-1000 emp.)

4/4/2025

"A Simplpe and Effective tool for keeping clean data"

5/5

What do you like best about Traction Complete?

The conditional merging is simple and effecting. Being able to avoid modifying the Salesforce duplication rules entirely removes a lot of headaches and prevents staff from being confused who use the system on the regular. This was all helped as we had an amazing Traction Complete team member guide us through and work on all of our issues that came up (Shauna Komaran) Review collected by and hosted on G2.com.

What do you dislike about Traction Complete?

We had some initial concerns about data retention and reversals but the product has evolved since then through feedback and those have been rectified Review collected by and hosted on G2.com.

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

Our old system did not have complete data on all of our members so when it came time to ingest all of the records into Salesforce there were duplicates and incomplete accounts that made tracking those down harder. Being able to build simple and complex matching rules and winning conditions allows us to merge in bulk with confidence with what would otherwise be a labor intensive task involving multiple reports. Review collected by and hosted on G2.com.

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Current UserValidated ReviewerIncentivizedSource: G2 invite on behalf of seller

JC

Joyce C.

Operational Software Manager

Enterprise (\> 1000 emp.)

2/24/2025

"Traction Complete Makes De-Duplicating Our YMCA Database Easy"

5/5

What do you like best about Traction Complete?

We just went through January Membership Campaign, are in the middle of Annual Support Campaign, and have started our Summer Camp Sign-Up Days, lots of opportunities for duplicates to be created! I'm running Traction Complete everyday to keep our database de-duplicated and insure our members and participants have the best experience possible. Duplicate records can prevent our members from being able to access their online accounts, we've had zero complaints about this issue, because we are using Traction Complete! We have recently added Leads processing with Traction Complete and have it set to automatically merge Contacts added through Leads, it is working seamlessly. Our Account Manager had it set up in just a couple of days. Traction Complete listens to our needs and creates solutions that just work. Customer Support is amazing, they reach out to us with new features and updates. I enjoy working with the team at Traction Complete, they make having clean data almost effortless! Review collected by and hosted on G2.com.

What do you dislike about Traction Complete?

There are no downsides. The team listens and builds solutions that work for us. Review collected by and hosted on G2.com.

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

Traction Complete allows us to identify and merge duplicate records added through online account creation by our members and data integration with our fundraising software. Without the use of Traction Complete our member and participant account information would be in multiple accounts and they would have difficulty registering for programs which would cause stress on them and on our staff of trying to resolve these issues. Traction Complete does in a couple of hours what would take me 40+ hours to do. Review collected by and hosted on G2.com.

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Current UserValidated ReviewerIncentivizedSource: G2 invite on behalf of seller

 ![Verified User in Computer & Network Security](/assets/icons/anonymous-avatar-purple-4ae1032bdb50ee5682003170c8184aee790d25958bd397abbd384ba52c596a7b.svg "Verified User in Computer & Network Security")
UC

Verified User in Computer & Network Security

Mid-Market (51-1000 emp.)

5/8/2025

"A great SFDC Routing tool"

4/5

What do you like best about Traction Complete?

What I like best about Traction Complete is how robust and flexible the routing tool is. It handles a wide range of variables, which makes it easy to adapt to complex use cases. On top of that, the customer service team is incredibly responsive and helpful—they’ve made a big difference in ensuring everything runs smoothly. Review collected by and hosted on G2.com.

What do you dislike about Traction Complete?

What I dislike about Traction Complete is that, while the tool is powerful, the canvas can get confusing quickly, especially for more complex setups. Without the support of the customer service team, it might be difficult to navigate certain challenges. Since I don't use the tool daily and rely on the customer service team to make changes, it can feel a bit unfamiliar and not as intuitive for occasional users like me. Review collected by and hosted on G2.com.

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

Traction Complete is helping us solve complex routing challenges by ensuring enriched records are assigned to the right owners and not left sitting in queues. It's streamlining our lead management process and giving us more confidence that our data is being handled accurately and efficiently, which ultimately supports faster follow-up and better alignment between teams. Review collected by and hosted on G2.com.

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Current UserValidated ReviewerSource: Organic

 ![Jack D.](/assets/transparent-ad5be28fbcd25b7b08d2cebe1d957125437fb5407d75ee717965ad22c8808791.gif "Jack D.")
JD

Jack D.

Marketing Operations Manager

Enterprise (\> 1000 emp.)

1/9/2025

"An Amazing Tool for Flexibly Automating Processes"

5/5

What do you like best about Traction Complete?

I like best how easy Traction Complete is to use; it's so intuitive with its workflows and so long as you have the data you can achieve whatever goals you need to. It's something we've been able to expand the use-cases for as we develop our business through speaking to our (incredibly helpful) customer success manager to talk over possibilities and workflows, easily integrating multiple features for different objects and have them work seamlessly together.

The biggest upside that helps with all this is how easy it is to implement. There are short and succint guides for any setup and working with the flows is as simple as clicking create, setting things up, and choosing "Activate" or "Schedule" to get things running, allowing us to flexibly run these processes at whatever intervals we want, be it whenever certain criteria is met, or on an hourly/daily/weekly basis. Review collected by and hosted on G2.com.

What do you dislike about Traction Complete?

There isn't much to dislike about Traction Complete, mainly superficial quality of life aspects (such as flow criteria steps removing entered values when you change the selected field even if the same value is available in the newly selected field).

The only downside is that, as it is integrate with Salesforce, it is restricted by Salesforce limits when running any processes that involve queries etc., so if you are processing a large amount of data at a time there may be issues, however this is understandably an issue that any tool will face and can easily be circumvented by running processes in batches, which takes a little more time but ensures everything works correctly. Review collected by and hosted on G2.com.

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

Traction Complete is helping us solve an issue with our lead capture. We use Marketing Cloud Account Engagement and a third-party tool to capture leads from events so if a customer with an existing contact record in Salesforce enters the system, the new data will be merged with the contact record and the record owner will not be notified, reducing visibility if these customers want different products or need to speak to someone in different areas of the business. Traction Complete allows us to create duplicate leads from these contact records and use specific criteria to assign them dynamically to the most appropriate salesperson, whether it be someone different to the original owner of the contact or not.

It also allows us to track and manage lead duplicates (when a lead already exists and another comes into the system), allowing us to flag/merge them as necessary and keep on top of our data quality by not having superfluous data.

We are also using Traction Complete to manage opportunity classifications within Salesforce, through detailed flows spanning multiple objects to analyse all opportunities and products that exist on an account record to determine whether products sold on new opportunities should be classified as new, cross-sell, or upsell. This is a great benefit as it keeps our opportunity data clean for reporting purposes particularly when we are focusing on a certain type of business, in addition to keeping our commissions correct as they vary with each type.

We have recently signed for Traction Complete Clean as well, which after a successful PoC we shall we using to merge duplicate accounts, increasing our data quality and improving our account hygiene. Review collected by and hosted on G2.com.

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Response from Marketing Team of Traction Complete

[Editedit](https://www.g2.com/survey_responses/traction-complete-review-10720310/official_response/edit)

Thank you for such a detailed and thoughtful review! We’re thrilled that Traction Complete has been intuitive and flexible for automating your workflows and expanding your use cases. It’s great to hear our guides and CSM support have made implementation seamless for you.

We appreciate your feedback about quality-of-life improvements and Salesforce limits—your suggestions are valuable, and we’ll keep them in mind as we continue to enhance the product.

We're thrilled to see you're getting great value from our tools, and we’re excited to continue supporting your success!

Current UserValidated ReviewerIncentivizedSource: G2 invite on behalf of seller

DQ

Daniele Q.

Director Marketing Operations

Enterprise (\> 1000 emp.)

1/7/2025

"Efficiency Redefined with Traction Complete"

5/5

What do you like best about Traction Complete?

Traction Complete has revolutionized our lead routing process with its advanced capabilities, including round-robin assignment, dynamic routing based on territories, and seamless integration with Salesforce. The platform's customization options allowed us to tailor the routing logic to our unique business needs. What truly stands out is the impeccable support and expertise provided by the CSM team during the early stages of implementation. Their in-depth knowledge and practical advice ensured a smooth rollout and maximized the platform’s potential from day one. Review collected by and hosted on G2.com.

What do you dislike about Traction Complete?

The initial implementation phase required a deep dive into configuration, which could feel daunting at times. However, this was offset by the incredible support from the CSM team, who guided us every step of the way. It would be great to see more out-of-the-box templates for common routing setups to speed up the onboarding process for new users. Review collected by and hosted on G2.com.

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

Traction Complete has addressed our need for a more sophisticated and accurate lead routing system. Before implementation, we faced delays and inefficiencies caused by manual lead assignments and limited routing logic. Review collected by and hosted on G2.com.

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Response from Marketing Team of Traction Complete

[Editedit](https://www.g2.com/survey_responses/traction-complete-review-10714825/official_response/edit)

Thank you for your review! We’re glad Traction Complete has improved your lead routing and that the customization and Salesforce integration meet your needs. Great to hear our CSM team made the implementation process smooth for you.

Current UserValidated ReviewerIncentivizedSource: G2 invite on behalf of seller

 ![Verified User in Health, Wellness and Fitness](/assets/icons/anonymous-avatar-purple-4ae1032bdb50ee5682003170c8184aee790d25958bd397abbd384ba52c596a7b.svg "Verified User in Health, Wellness and Fitness")
AH

Verified User in Health, Wellness and Fitness

Enterprise (\> 1000 emp.)

2/19/2025

"Great Product with Outstanding Support"

5/5

What do you like best about Traction Complete?

The biggest piece for the YMCA is that Traction Complete understands the data model for the managed package that we use in Salesforce. This has been a big help in controlling our duplicates. Shauna has been a phenomenal guide in our implementation and also in the continued use of the product. She has provided very detailed and professional customer service since the start of our engagement. The software is very easy to use and provides multiple layers of support. We were able to customize the jobs to easily integrate into our daily support to our end users. Review collected by and hosted on G2.com.

What do you dislike about Traction Complete?

The only big downside I see about the software is that it needs to be run by an administrator. Now, this isn't any different than most de-duping software, but it would be nice if they had an option to allow this to be run by a non-administrator. This is more of a limitation set by Salesforce, but I imagine many companies would love for this to be run by Jr. Admins or Datamanagers. Review collected by and hosted on G2.com.

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

We use Traction Complete to manage our duplicates Account and Contact records. Review collected by and hosted on G2.com.

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Current UserValidated ReviewerSource: Organic

 ![Steven S.](/assets/transparent-ad5be28fbcd25b7b08d2cebe1d957125437fb5407d75ee717965ad22c8808791.gif "Steven S.")
SS

Steven S.

Salesforce Administrator

Enterprise (\> 1000 emp.)

2/8/2023

"Traction Complete Assignment Flows"

5/5

What do you like best about Traction Complete?

My favorite part of Traction Complete is the Assignment flows for the different objects. They are very easy to setup and either schedule or use triggers to run. Review collected by and hosted on G2.com.

What do you dislike about Traction Complete?

My least favorite thing about Traction Complete is not being able to see the Query you used to schedule a job once it has been scheduled. There is no way to alter this entry query once it is setup. You have to delete the job and reschedule with the updated query. Review collected by and hosted on G2.com.

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

Traction Complete is helping us round robin Leads, Contacts, and Accounts to their respective Sales owners. This replaces complex Apex code and makes it much more expandable in the future. Review collected by and hosted on G2.com.

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Response from Marketing Team of Traction Complete

[Editedit](https://www.g2.com/survey_responses/traction-complete-review-7689758/official_response/edit)

We're glad to hear that you find the Assignment flows easy to set up and use in Traction Complete. We appreciate your feedback about the inability to alter the scheduled job query and will share this with our development team.

2/20/2025
Current UserValidated ReviewerIncentivizedSource: G2 invite on behalf of seller

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