About Traction Complete

Traction Complete is a lead management tool which makes account-based marketing (ABM) possible within Salesforce. By bridging the gap between sales and marketing, Traction Complete ensure that leads belonging to key target accounts get routed to the right sales rep for maximum conversion. The cloud-based system instantly routes high value leads to the right rep and gives them the insights they need to build meaningful relationships. Traction Complete simplifies the lead management processes by removing manual efforts with the aim of producing faster response times and meaningful connections.

Businesses can connect Traction Complete with their Salesforce accounts to facilitate lead matching and management. Leads can be routed to other leads, accounts, or contacts within Salesforce, and sales teams can ensure that only one rep is connected to each account at any given time in order to avoid duplicates. Users can create web forms within Traction Complete and forms are formatted to be short and concise in order to optimize conversion rates. Sales and marketing team members can view their lead matches within the Traction Complete lead record and get an at-a-glance overview of contact details, company, and related accounts.

Traction Complete offers automatic account-based lead assignment which assigns new leads to sales reps in real time based on metrics such as lead source, last activity, and more. Businesses can build custom lead assignment workflows using the visual workflow editor, and can set up the Traction Complete system to route leads whilst taking into consideration account matches, company matches, and robin rounds. In order to maintain a constant source of contact for every lead, Traction Complete ensures that any lead that enters Salesforce without an associated account is routed to the rep that has had the most contact with them previously.

Key benefits of Traction Complete

  • Setup real-time triggers and workflows to automatically route leads as they come in. Traction Complete is fired instantly on leads created from any source in Salesforce.

  • Benefit from automated lead-to-account matching, as well as lead-to-contact, and lead-to-lead matching. Matches can be sorted with cascading rule sets and customizable tiebreakers.

  • Assign leads to sales reps based on enriched data with real-time lead assignment features which assign leads based on previous contact, account matches, round robin distribution cycles, and more.

  • Manage web forms to collect new leads and ensure that forms are short in order to optimize the number of conversions. The lead-to-account matching ensures that any data not captured within the form in collected from existing accounts.

  • Allow sales reps and marketing teams to view all of their leads within the lead record, and provide at-a-glance insight into related contacts, accounts, and leads.

  • Devices

    Business size

    S M L

    Markets

    United States

    Supported Languages

    English

    Images

    Leads are routed in real time to the most relevant sales rep
    The dashboard provides an overview of processed and matched leads
    Traction Complete simplifies matching by allowing users to setup custom match rules
    Sales reps can view their lead record to see any connects between leads
    Shorten lead response times by providing sales reps with insight into existing relationships
    View 6 more
    Traction Complete video
    Traction Complete screenshot: Leads are routed in real time to the most relevant sales rep Traction Complete screenshot: The dashboard provides an overview of processed and matched leads Traction Complete screenshot: Traction Complete simplifies matching by allowing users to setup custom match rules Traction Complete screenshot: Sales reps can view their lead record to see any connects between leads Traction Complete screenshot: Shorten lead response times by providing sales reps with insight into existing relationships

    Features

    Total features of Traction Complete: 29

    • Automatic Lead Distribution
    • Campaign Personalization
    • Collaboration Tools
    • Configurable Workflow
    • Contact Management Software
    • Conversion Rate Optimization
    • Customer Accounts
    • Customizable Forms
    • Data Analysis Tools
    • Data Discovery Software
    • Data Quality Control
    • Distribution Management
    • Duplicate Detection
    • For Sales Teams/Organizations
    • Forms Management
    • Lead Distribution
    • Lead Management Software
    • Lead Nurturing Software
    • Lead Qualification
    • Match & Merge
    • Performance Management
    • Pipeline Management
    • Prospecting Tools
    • Reporting/Analytics
    • Request Assignment
    • Summary Reports
    • Target Account Identification
    • Third Party Integrations
    • Web Forms

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    Reviews

    Overall rating

    4.8 /5
    (9)
    Value for Money
    4.6/5
    Features
    4.7/5
    Ease of Use
    4.6/5
    Customer Support Software
    4.7/5

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    Showing 5 reviews of 9
    Verified Reviewer
    Overall rating
    • Industry: Internet
    • Company size: 51-200 Employees
    • Used Daily for 1-5 months
    • Review Source

    Overall rating

    • Value for Money
    • Ease of Use
    • Customer Support Software
    • Likelihood to recommend 7.0 /10

    Traction Complete for Salesforce

    Reviewed on 2018-10-12

    Good and easy to use

    Good and easy to use

    Pros

    Great for seeing the roll-up of leads for an Account-Based view.

    Cons

    There are only so many fields you can see at once and they have to be customized across the board.

    James M.
    Overall rating
    • Industry: Information Technology & Services
    • Company size: 501-1,000 Employees
    • Used Daily for 2+ years
    • Review Source

    Overall rating

    • Value for Money
    • Ease of Use
    • Customer Support Software
    • Likelihood to recommend 9.0 /10

    Great Lead Routing Tool

    Reviewed on 2017-07-12

    Their tool cleans and enriches our lead records. It helps with complex lead routing. And gives us...

    Their tool cleans and enriches our lead records. It helps with complex lead routing. And gives us visibility into Account Hierarchy.

    Pros

    Traction Complete solved our complex lead routing issue. We use an account based selling model so matching leads to existing accounts and assigning leads to owners is a crucial step whenever a lead is created. We found that domain and account name matching wasn't accurate enough by themselves and wrote code to also match on Company DUNS, Domestic DUNS, and Global Ultimate DUNS. Traction Complete updates every lead when it is created and inputs the DUNS numbers, which is often not available from list buys, tradeshows, etc. This process has significantly improved our lead to account matching. Company, Domestic, and Global DUNS matching is now a native feature in Traction Complete. Traction's support has been great. They are quick at responding to any issues we have.

    Response from Traction Complete

    Thanks James, we have really enjoyed working with you and the team at Veracode for the past two years. We're looking forward to helping meet your evolving lead routing needs with our latest release, which includes fully customizable lead to account and contact matching.

    Chris P.
    Overall rating
    • Industry: Computer Software
    • Company size: 501-1,000 Employees
    • Used Other for 2+ years
    • Review Source

    Overall rating

    • Value for Money
    • Ease of Use
    • Customer Support Software
    • Likelihood to recommend 9.0 /10

    Well done, solid product for keeping accounts clean

    Reviewed on 2021-03-12

    Great experience. Great tool.

    Great experience. Great tool.

    Pros

    Well done integration into Salesforce, install and configuration are also easy to understand and implement.

    Cons

    I don't think you can blame the software, but it's very difficult to organize accounts when some companies just do so many different things. Categorizing them and keeping that clean is almost impossible. Then new parent companies come along and dealing with real-time data updates after mergers/acquisitions can be a daunting task. Hierarchies, definitely helps though!

    Verified Reviewer
    Overall rating
    • Industry: Computer Software
    • Company size: 51-200 Employees
    • Used Daily for 1-5 months
    • Review Source

    Overall rating

    • Value for Money
    • Ease of Use
    • Customer Support Software
    • Likelihood to recommend 5.0 /10

    Still work that needs to be done

    Reviewed on 2018-10-12

    Pros

    The ability to have it look to see if the account exists and assign it to the account owner and convert it automatically is really great.

    Support team helps very quickly.

    Cons

    too many exceptions make it not work all of the time. When configuring it, it would seem that is works but there you realize it didn't because a lead came in with gmail.com email address. Continuously testing Traction Complete to see if it works fully and we are always finding we need to add exceptions.

    Response from Traction Complete

    Thank you for your review! We recently released the ability to data load a list of blacklisted domains via CSV so you don't need to add them manually. We have a list of almost 4000 junk domains from free email providers (and even common typos) which can be loaded into Complete. Please reach out to us for assistance with setting this up!

    Sharlet W.
    Overall rating
    • Used Daily for 2+ years
    • Review Source

    Overall rating

    • Value for Money
    • Ease of Use
    • Customer Support Software
    • Likelihood to recommend 9.0 /10

    Responsive Problem Solving!

    Reviewed on 2017-07-12

    Pros

    We purchased both Data.com and Traction Complete to increase our industry segmentation for targeted marketing. We track our address data on our contact records, so standard Data.com clean wasn't able to match and augment additional SIC code details at the account level. Adding Traction Complete to the mix, filled the gap and we were able to assign missing industry groupings to a large percentage of our accounts. The customer success manager we worked with was very responsive and creative with finding work arounds to our non-standard implementation issues we encountered!

    Cons

    I am excited to see expansion to run Traction Complete against additional records, on demand, in addition to the lead object in Salesforce.com.

    Response from Traction Complete

    Thanks for the great review Sharlet! We're happy to hear that Traction Complete is helping with your targeted marketing efforts.

    Showing 5 reviews of 9 Read all reviews

    Traction Complete FAQs

    Below are some frequently asked questions for Traction Complete.

    Traction Complete offers the following pricing plans:

    • Starting from: US$65.00/year
    • Pricing model: Subscription
    • Free Trial: Not Available

    Contact Traction Complete for pricing information.

    We do not have any information about Traction Complete features

    Traction Complete has the following typical customers:

    2-10, 11-50, 51-200, 201-500, 501-1,000, 1,001+

    Traction Complete supports the following languages:

    English

    Traction Complete supports the following devices:

    Traction Complete integrates with the following applications:

    Salesforce Sales Cloud

    Traction Complete offers the following support options:

    Email/Help Desk, Phone Support, Chat

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