The thing I like the most is it's approach to the "Lead to Account Matching". In my company, previously, we used to have too many duplicate accounts and we had leads going to wrong sales reps because the name was slightly different (like 'IBM' vs 'International Business Machines'). Traction Complete does this fuzzy matching so nice. Also, the "Hierarchies" feature is of the highest order. Before this, viewing the Full family tree of a big enterprise account in Salesforce was a big headache. Now, it is fully automated. I am not required to manually link parent and child accounts any more. The drag and drop flow builder is also very easy. I can for example change the routing rules in 5 minutes without writing any Apex code. This saves me so much time during every week. Review collected by and hosted on G2.com.

The only small problem is the learning curve it has to start with. If you are new with Salesforce routing it can look a bit "busy" at the backend with a lot of different options. Also, sometimes when we are uploading very large lists (like 50k+ records) the processing takes some time. But honestly is it still much faster than doing it manually or with basic Salesforce flows which will often hit governor limits. I wish that they had more video tutorials inside the app that are built in for new admins. Review collected by and hosted on G2.com.

The various ways to build merge plans, and ability to focus on specific account and contact records. Review collected by and hosted on G2.com.

I can't say there is anything I dislike about it! I think my organization has so many challenges with duplicate records that there isn't ONE "solution" to reducing the duplicates. Review collected by and hosted on G2.com.

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 responses. Through our weekly touchpoints, they make sure all of our needs are being met and that any questions are addressed quickly. Review collected by and hosted on G2.com.

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 more challenging if you didn’t have a large computer screen. Also, the native analytics and reporting feel lacking. Review collected by and hosted on G2.com.

I like that Traction Complete is user-friendly and can be managed entirely by an admin. This lets us make changes faster and troubleshoot issues without needing our more technical resources, keeping us closer to the business and building trust. I also like how nicely it fits in with Salesforce Enterprise Territory Management. The setup was very easy, and our Customer Success Manager, Nicola, is amazing. Review collected by and hosted on G2.com.

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 Traction Complete as well which causes some swivel chair. Review collected by and hosted on G2.com.

Traction's customer/partner support is by far the absolute best from any company I've encountered. They are not only WILLING to help, they are EXCITED to help. Review collected by and hosted on G2.com.

There are very minor UI/UX improvements. That's the only thing I can think of. Review collected by and hosted on G2.com.

I like its features like automatic lead-to-account matching, lead routing, and duplicate prevention. These features helps us keep CRM clean and organized. Traction complete also helps us manage account hierarchies easily. This platform is highly flexible and integrate easily with salesforce. Review collected by and hosted on G2.com.

It takes good amount of time for initial setup for managing complex Salesforce workflows. Review collected by and hosted on G2.com.

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 functionality across a set of Lead Sources, which is very beneficial. Review collected by and hosted on G2.com.

Honestly, I can’t think of many downsides—if any at all. Review collected by and hosted on G2.com.

I like the reliability of matching in Traction Complete and the ability to build clear routing rules or flows. The matching and hierarchy ensure proper attachment, prevent orphan leads and duplicate work between teams, which improves the quality of the pipeline and reporting. The flows help improve the coverage model with centralized and maintainable rules. Review collected by and hosted on G2.com.

nothing to signal Review collected by and hosted on G2.com.

I really like the team behind Traction Complete; they are stellar and take feedback seriously, which makes them a pleasure to work with. I appreciate that the product is constantly being improved, which has enhanced my experience with it. The UI updates have definitely streamlined its use, making parts like Complete Clean easier to navigate. The initial setup was also very easy. Review collected by and hosted on G2.com.

Being able to customize scheduled recurring merge plans even more would be super helpful. Review collected by and hosted on G2.com.

It has strong AI-driven matching features that helps match new leads to accounts. This helps ensure new leads are connected to existing accounts to reduce fragmentation of data.

The customer support service is very seamless. Review collected by and hosted on G2.com.

I have no dislikes with Traction Compete. It gives value for our money. Review collected by and hosted on G2.com.