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 knowledge to use. I also love that it's user friendly and has saved us from a lot of problems, especially with creating duplicate accounts which could mess up our subscriptions. The most recent updates to the UI and layout are also much appreciated; they make it feel more modern. Overall, it's been pretty simple to maintain as the company has expanded, and any difficulties are easy to solve, often with just my understanding and occasionally getting support from Traction Complete. Review collected by and hosted on G2.com.

I cannot think of anything at this time. Review collected by and hosted on G2.com.

At the time of my joining of Bhudeva Solution as Senior Marketing Manager, big headache was our lead distribution. My marketing team is diligently working and creating hundreds of webinar, LinkedIn ad, and web leads. But sales team are in constant gripes they are not receiving leads on time or they are getting lead to incorrect territory reps. It was developing tremendous clash between marketing and sales.

Then we determined to initiate Traction Complete within our Salesforce. Waste no words, it changed our story altogether. The automated lead-to-account matching is the best thing I like. As the new lead arrives, Traction Complete is automatically verifying and connecting this with the appropriate parent account.

In addition, the flow builder is very easy to use, i.e., visual drag and drop. I do not have technical developing background but I can easily learn and configure routing rules to my various campaigns, as I have a marketing background. Campaign India region, I simply drag the rule, and it sends leads to India sales team the minute it receives it. It is saving my team 2-3 hours per day of manual check work. Review collected by and hosted on G2.com.

In software world nothing is ideal. Or in the initial time, it was slightly complex to us with which we had to set things. Before you deploy Traction Complete rules, there are two things you need to know: the Salesforce data architecture is operational and how. There is learning curve for sure.

Occasionally, with very large bulk lead uploads following offline trade show (such as 5,000 or more leads at once), the system is just slow to handle and route them all. In addition to that a little high pricing is attached in case you are a small company, yet regarding Bhudeva Solution profit of investment is equal to the expenses. Review collected by and hosted on G2.com.

I’m incredibly grateful for Traction Complete, which makes it easy to create and maintain intricate account hierarchies automatically. It links subsidiaries to parent companies smoothly and gives our sales team a complete, clear view of customer relationships. Another standout feature is the automated lead-to-account matching: it connects new incoming leads to existing Salesforce accounts, helps eliminate duplicates, and routes everything appropriately. Review collected by and hosted on G2.com.

Traction Complete would have an initial configuration that could be rather complex and needs a profound knowledge of your Salesforce data structure to establish rules successfully. Although the rules engine is highly effective, it must be monitored closely because of the possibility of misclassified accounts or leads because of faulty logic. Review collected by and hosted on G2.com.

Frankly speaking, as a Data Science Manager, my AI/ML models need good food (clean data) to give good predictions. In the past, we became used to our CRM only consuming garbage. This review is done after 2 years of hands-on.

I shall mention unto you my 3 most favoured things in an unsophisticated manner:

The Matching Engine: It is excessive powerful. On uploading a new list, Traction Complete automatically locates the exact matching Account. No longer has an orphan wandering about in the system.

Complete Hierarchies: Personally, this is my favourite. We must be able to access parent-child mapping of large enterprise companies in data science in order to determine the total potential revenue. The tool is automatically drawing the entire family tree. And we no longer have to write convoluted SQL or SOQL queries to use in this updation.

No Code Deduplication: My data engineers are now extremely glad. They are on complete waste of time before, writing Python scripts to combine duplicates. We are now mass merging their Complete Clean interface. It is saving our maximum bandwidth. Review collected by and hosted on G2.com.

There are only one or two points of pain. The learning curve is very steep. It opens up the setup screen the first time as an airplane dashboard. So many custom objects and rule settings are there!

As well, we find that their support staff is taking 24-48 hours to revert when we have to create an intricate routing flow, and we file a ticket. When we happen to be in the midst of a tight sprint deadline, this delay is eliciting some bit of frustration. Review collected by and hosted on G2.com.

I personally like how the Traction Complete assists in keeping the customer information clean and accurate. It will enable me to identify duplications in records and rectify anomalies in our database. The feature set enhances improved organization of data in various teams. It also aligns well with our sales and marketing platforms and helps in keeping information on track. This makes my work more efficient as I do not have to spend much time cleaning up data issues manually. Review collected by and hosted on G2.com.

I dislike the fact that, when it comes to a large amount of duplicate records, the reviewing process may be time consuming and redundant. Although there are numerous features, sometimes it might need manual examination. This has impacted my work since it slows down data cleanup work. Review collected by and hosted on G2.com.

Traction Complete is excellent in keeping Salesforce data clean and actionable. It has an intelligent lead-to-account matching which automatically connects new leads with existing accounts to avoid duplications and enhance records. I especially admire the feature of account hierarchies that provides our sales reps with a crystal-clear perspective of the intricate organizational structures. This detailed data sorting assists our teams in prioritization and interaction with the accounts in a more meaningful way resulting into improved outreach strategies. Review collected by and hosted on G2.com.

The first disadvantage of Traction Complete is that it can be a rather complex setup initially, particularly when setting up complicated routing rules regarding various territories. Administrators have to learn how to use its advanced features, though this does not come in a vacuum. At times, combining with particular third-party data sets needs additional hands-on intervention than is wanted. It is a powerful one, yet it is likely to take time to learn its administrative interface. Review collected by and hosted on G2.com.

Traction Complete sales pipeline visualization is brilliant. It provides a real time, clear picture of the status of each deal. Another thing that I find to be very helpful is the automated follow-up sequences - being able to set up a series of emails to nurture leads has saved us a lot of time. The built-in contact management, which directly connects the communication history with each prospect, allows remaining organized without any problems. It actually keeps our sales staff informed of all. Review collected by and hosted on G2.com.

The dashboard reports are a little cumbersome to customize. A little excavation is required to bring the bits and pieces of data we want on screen. In addition, the mobile application is workable, but does not have all the advanced filtering features of the desktop version. Sometimes, the syncing may as well be slow and a manual refresh is necessary to view the latest updates. Review collected by and hosted on G2.com.

This best of all being as it relates to the ability to connect the leads to correct accounts automatically. Before, my marketing team was always asking me if this company already in our system or new. Now with Traction Complete, all is automated in Salesforce. I don't have to worry about redundancy of data. It is very fast and working in background, hence we get clean data without doing manual work. Also, the team is very helpful if we have any doubt. Review collected by and hosted on G2.com.

Honestly, when I first time, a designer like me, the interface inside Salesforce is bit complex. It takes a while to get to understand all the rules and how the "trees" work for routing. Sometimes it constantly feels like too much option are there as it's good for rev ops people but for me, it was little bit confusing starting days. But after some training it is OK. Review collected by and hosted on G2.com.

The "Lead to Account Matching" is here the hero. Before this, my Marketing team was working this hard to get the leads and then Sales reps would complain that the lead is already an existing customer or should be another person's lead. It caused so much internal "kitch-kitch" (small fights). Traction Complete matches all correctly to the right account in Salesforce automatically.Also, the "Complete Hierarchies" is a very powerful thing to an executive. I can see in one screen the whole "Family Tree" of a big global client. I do not need to ask my Ops guy for a report every time I want to see our total footprint of a company like Citibank or Reliance. It just shows up. And because its "100% Native" in Salesforce I don't have to worry about our data sitting in some other third-party server. Review collected by and hosted on G2.com.

The pricing is a bit on the higher side if you are just a very small startup so you need a decent amount of lead volume to actually see the real value. Also, in the beginning, the "Setup" of it can be a little complicated. My "Territory Rules" had to be mapped out correctly in their flow builder, so I had to spend a few hours sitting down with my RevOps lead, making sure that this was done correctly. It is not exactly "plug and play" on day one - you need to put in the brain-work first. But once it is set it's like a machine.The main problem was "Lead Response Time." We were losing deals on the fact that our routing was manual and slow. Now, the lead seems to hit the rep in seconds. Review collected by and hosted on G2.com.

From a pure engineering side what is best is that it is 100% native. This means that I do not have to worry about any data leaving our Salesforce instance or any other external API security check. But the real "life-saver" in respect with me is how it deals with the Asynchronous Processing. Usually, when we create complex Lead or Account routing like native Salesforce Flows or Apex, we always encounter the "Apex CPU time limit exceeded" error due to getting too much data. Traction Complete has its own engine which automatically slices big jobs into smaller batches and runs them in the background. Instead of writing custom batch classes any more just to rout leads I don't need to anymore. Also, it is "Data-driven" and not "Metadata-driven." This is very big for me. In my company, if I change a Flow I have to go through a whole DevOps deployment cycle. But, with Traction Complete, the RevOps team can change the routing rules directly in production as it is considered a data. It spares me such a lot of "deployment headache." Review collected by and hosted on G2.com.

Sometimes the UI may be a bit slow on the side with a very big flow of assignment with hundreds of nodes. It takes a while to load the visual canvas. Also, the documentation related to their API and custom triggers could be described with more detail for developers. If I want to trigger a Traction flow from my own custom Apex code, I have the workflow of having to search around, ask their support. They should have a more "Dev-friendly" portal. Lastly, there is the learning curve - you can't just log-in and know everything in 10 minutes. You need to get how the "Matching" and "Routing" layers are in communication with each other. Review collected by and hosted on G2.com.