Traction Complete

Account-Based lead management within Salesforce

4,8 /5 (8 reviews) Write a Review!

Traction Complete Overview

What is 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.

Traction Complete Overview

Pricing

Starting from
N/A

Pricing options

Free Trial
Subscription
Value for money

Contact Traction Complete for pricing information.


Traction Complete Features

Devices
Business size
S M L
Markets
United States
Supported Languages
English

Media

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
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

Traction Complete Reviews

Traction Complete Reviews

Overall rating
4,8
/
5
Excellent
7

Very good
0

Average
1

Poor
0

Terrible
0

Value for Money
4,6
Features
4,6
Ease of Use
4,5
Customer Support
4,6
88% recommended this app
Verified Reviewer

Traction Complete for Salesforce

Good and easy to use


James M.

Great Lead Routing Tool

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


Verified Reviewer

Still work that needs to be done


Sharlet W.

Responsive Problem Solving!


Rick B.

Awesome capability, reliability, and customer support from the vendor.


Verified Reviewer
Industry: Internet
Company size: 51-200 Employees

Traction Complete for Salesforce

Used Daily for 1-5 months
Reviewed on 2018/10/12
Review Source: Capterra

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.

Rating breakdown

Value for Money
Ease of Use
Customer Support

Likelihood to recommend: 7.0/10

James M.
Industry: Information Technology & Services
Company size: 501-1 000 Employees

Great Lead Routing Tool

Used Daily for 2+ years
Reviewed on 2017/07/12
Review Source: Capterra

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.

Rating breakdown

Value for Money
Ease of Use
Customer Support

Likelihood to recommend: 9.0/10

Verified Reviewer
Industry: Computer Software
Company size: 51-200 Employees

Still work that needs to be done

Used Daily for 1-5 months
Reviewed on 2018/10/12
Review Source: Capterra

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!

Rating breakdown

Value for Money
Ease of Use
Customer Support

Likelihood to recommend: 5.0/10

Sharlet W.

Responsive Problem Solving!

Used Daily for 2+ years
Reviewed on 2017/07/12
Review Source: Capterra

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.

Rating breakdown

Value for Money
Ease of Use
Customer Support

Likelihood to recommend: 9.0/10

Rick B.
Industry: Computer Software
Company size: 11-50 Employees

Awesome capability, reliability, and customer support from the vendor.

Used Daily for 1+ year
Reviewed on 2017/07/12
Review Source: Capterra

Pros

We purchased both Traction Hierarchies and Traction Complete to enhance our often sketchy lead quality from visitors who provide incomplete information. We now know exactly who people are, including phone numbers and company info. We use Hierarchies for its Data.Com contact database and corporate structuring capability for large enterprises to identify all the business units and their key contacts, and Complete to batch or single update leads with D&B data.

Response from Traction Complete

Hi Rick! It's been great to work with you and your team. Thanks for taking the time to write a review!

Rating breakdown

Value for Money
Ease of Use
Customer Support

Likelihood to recommend: 10.0/10

User recommendation
8,8/10
Based on 8 user ratings
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Traction Complete Pricing

Traction Complete Pricing

Starting from
N/A
Free Trial
Subscription
Value for money

Contact Traction Complete for pricing information.

Contact Traction Complete for pricing information.

Value for Money
4,6/5
Based on 8 user ratings
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Traction Complete Features

Traction Complete Features

API
Activity Dashboard
Activity Tracking
Automatic Notifications
CRM Integration
Collaboration Tools
Contact Database
Contact Management
Customizable Templates
Data Import/Export
Lead Capture
Lead Management
Real Time Data
Reporting & Statistics
Sales Analytics
Sales Reporting
Sales Tracking
Search Functionality
Third Party Integration
Workflow Management
Features
4,6/5
Based on 8 user ratings
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Categories

Additional information for Traction Complete

Additional information for Traction Complete

Key features of Traction Complete

  • Account-based lead management
  • Auto-matching
  • Automatic lead distribution
  • Configurable workflow
  • Contact management
  • Conversion rate optimization
  • Custom forms
  • Customer accounts
  • Distribution management
  • Duplicate detection
  • Forms management
  • Lead management
  • Lead matching
  • Request routing
  • Routing options
  • Salesforce integration
  • Summary reports
  • Third party integration

Benefits

  • 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.

  • Traction Complete FAQs

    Traction Complete FAQs

    Below are some frequently asked questions for Traction Complete.

    Q. What type of pricing plans does Traction Complete offer?

    Traction Complete offers the following pricing plans:

    Pricing model: Subscription

    Free Trial: Not Available

    Contact Traction Complete for pricing information.

    Q. What are the main features of Traction Complete?

    Traction Complete offers the following features:

    • Account-based lead management
    • Auto-matching
    • Automatic lead distribution
    • Configurable workflow
    • Contact management
    • Conversion rate optimization
    • Custom forms
    • Customer accounts
    • Distribution management
    • Duplicate detection
    • Forms management
    • Lead management
    • Lead matching
    • Request routing
    • Routing options
    • Salesforce integration
    • Summary reports
    • Third party integration

    Q. Who are the typical users of Traction Complete?

    Traction Complete has the following typical customers:

    Small Business, Large Enterprises, Mid Size Business

    Q. What languages does Traction Complete support?

    Traction Complete supports the following languages:

    English

    Q. What type of pricing plans does Traction Complete offer?

    Traction Complete has the following pricing plans:

    Subscription

    Q. Does Traction Complete support mobile devices?

    We do not have any information about what devices Traction Complete supports

    Q. What other apps does Traction Complete integrate with?

    Traction Complete integrates with the following applications:

    Salesforce Sales Cloud

    Q. What level of support does Traction Complete offer?

    Traction Complete offers the following support options:

    Phone Support, Online Support