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.
Their tool cleans and enriches our lead records. It helps with complex lead routing. And gives us visibility into Account Hierarchy.
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.
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.
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!
I am excited to see expansion to run Traction Complete against additional records, on demand, in addition to the lead object in Salesforce.com.
Thanks for the great review Sharlet! We're happy to hear that Traction Complete is helping with your targeted marketing efforts.
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.
Hi Rick! It's been great to work with you and your team. Thanks for taking the time to write a review!
I'm happy with the tool and plan to keep using it.
The tool is affordable and able to do what I need done most - match leads to accounts and route leads.
The UI for managing lead routing rules is a bit hard to use, but I know that Traction is working on improving that.
Thanks so much for your review Jennifer! It has been great working with you. As you said, we are working on improving the UI and will be sure to reach out as soon as we have released it.
Excellent customer support & innovative company
Dependence on D&B/Data.com for hierarchy info
Contact Traction Complete for pricing information.
Below are some frequently asked questions for Traction Complete.
Traction Complete offers the following pricing plans:
Pricing model: Subscription
Free Trial: Not Available
Contact Traction Complete for pricing information.
Traction Complete offers the following features:
Traction Complete has the following typical customers:
Large Enterprises, Mid Size Business, Small Business
Traction Complete supports the following languages:
Traction Complete has the following pricing plans:
We do not have any information about what devices Traction Complete supports
Traction Complete integrates with the following applications:
Salesforce Sales Cloud
Traction Complete offers the following support options:
Online Support, Phone Support