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.

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.

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.

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

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.

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.

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.

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.

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.

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

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 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.

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.

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.

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.

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.

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.

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.

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.

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.