G2

Sakshi B.

Senior Health Executive

Health, Wellness and Fitness

Enterprise (> 1000 emp.)

5/23/2026

"Traction Complete Streamlines Salesforce Lead Routing and Improves Account Visibility"

4/5

What do you like best about Traction Complete?

What stands out most about Traction Complete is how effectively it extends Salesforce for lead routing, account matching, and operational visibility without requiring heavily customized workarounds. As lead volumes and account structures grow, maintaining routing consistency manually becomes difficult very quickly. Traction Complete helped create more structured ownership logic and improved visibility into account relationships directly inside Salesforce.

I also like that the platform is flexible enough to support more advanced routing and hierarchy requirements without making the admin experience overly complicated. The visual flow setup is especially useful when reviewing routing logic across multiple teams because it provides much better transparency than relying only on backend automation rules. Review collected by and hosted on G2.com.

What do you dislike about Traction Complete?

The biggest challenge is that troubleshooting can become complex once routing logic scales across multiple assignment conditions and workflows. Small configuration changes sometimes require careful testing to avoid unintended downstream effects. There is also a noticeable learning curve for teams that are newer to RevOps governance and Salesforce operational management. Review collected by and hosted on G2.com.

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

Traction Complete helped improve routing consistency, reduce manual operational overhead, and create better visibility into account relationships inside Salesforce. Before implementing it, duplicate handling and lead assignment coordination required significantly more operational effort and manual intervention. With more structured automation and matching logic in place, lead management became more scalable and operationally predictable across teams. Review collected by and hosted on G2.com.