I primarily use Traction Complete for lead routing and data management. Before using it, everything was in Excel and required manual tracking and assignments. The lead assignment is now automated, and the data is standardized. I love that I can see in real-time who picked up which lead and what actions were taken, which naturally increases team accountability. The real-time tracking is a game changer for me in RevOps, eliminating the time spent figuring out lead statuses. The automatic standardization of data leads to cleaner data and better reporting, enhancing decisions and improving everything downstream. Finally, the initial setup was smooth, thanks to a supportive team that guided us through the process.

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.

The various ways to build merge plans, and ability to focus on specific account and contact records.