How collaborative their team is and how willing they are to listen to their customers to adjust the product to fit their needs. They are highly communicative and also are willing to roll their sleeves up to get things done on the customer timelines. Review collected by and hosted on G2.com.
There are some improvements to the hierarchies that I would like to see as to how they are visualized within salesforce that would likely make it easier to view as a rep. The other piece there would be a mapping functionality within the territory hierarchy that would be a nice to have to help plan with customer visits and even events. Review collected by and hosted on G2.com.
140 out of 141 Total Reviews for Traction Complete
Overall Review Sentiment for Traction Complete
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We just went through January Membership Campaign, are in the middle of Annual Support Campaign, and have started our Summer Camp Sign-Up Days, lots of opportunities for duplicates to be created! I'm running Traction Complete everyday to keep our database de-duplicated and insure our members and participants have the best experience possible. Duplicate records can prevent our members from being able to access their online accounts, we've had zero complaints about this issue, because we are using Traction Complete! We have recently added Leads processing with Traction Complete and have it set to automatically merge Contacts added through Leads, it is working seamlessly. Our Account Manager had it set up in just a couple of days. Traction Complete listens to our needs and creates solutions that just work. Customer Support is amazing, they reach out to us with new features and updates. I enjoy working with the team at Traction Complete, they make having clean data almost effortless! Review collected by and hosted on G2.com.
There are no downsides. The team listens and builds solutions that work for us. Review collected by and hosted on G2.com.
I like best how easy Traction Complete is to use; it's so intuitive with its workflows and so long as you have the data you can achieve whatever goals you need to. It's something we've been able to expand the use-cases for as we develop our business through speaking to our (incredibly helpful) customer success manager to talk over possibilities and workflows, easily integrating multiple features for different objects and have them work seamlessly together.
The biggest upside that helps with all this is how easy it is to implement. There are short and succint guides for any setup and working with the flows is as simple as clicking create, setting things up, and choosing "Activate" or "Schedule" to get things running, allowing us to flexibly run these processes at whatever intervals we want, be it whenever certain criteria is met, or on an hourly/daily/weekly basis. Review collected by and hosted on G2.com.
There isn't much to dislike about Traction Complete, mainly superficial quality of life aspects (such as flow criteria steps removing entered values when you change the selected field even if the same value is available in the newly selected field).
The only downside is that, as it is integrate with Salesforce, it is restricted by Salesforce limits when running any processes that involve queries etc., so if you are processing a large amount of data at a time there may be issues, however this is understandably an issue that any tool will face and can easily be circumvented by running processes in batches, which takes a little more time but ensures everything works correctly. Review collected by and hosted on G2.com.
Traction Complete has revolutionized our lead routing process with its advanced capabilities, including round-robin assignment, dynamic routing based on territories, and seamless integration with Salesforce. The platform's customization options allowed us to tailor the routing logic to our unique business needs. What truly stands out is the impeccable support and expertise provided by the CSM team during the early stages of implementation. Their in-depth knowledge and practical advice ensured a smooth rollout and maximized the platform’s potential from day one. Review collected by and hosted on G2.com.
The initial implementation phase required a deep dive into configuration, which could feel daunting at times. However, this was offset by the incredible support from the CSM team, who guided us every step of the way. It would be great to see more out-of-the-box templates for common routing setups to speed up the onboarding process for new users. Review collected by and hosted on G2.com.
The biggest piece for the YMCA is that Traction Complete understands the data model for the managed package that we use in Salesforce. This has been a big help in controlling our duplicates. Shauna has been a phenomenal guide in our implementation and also in the continued use of the product. She has provided very detailed and professional customer service since the start of our engagement. The software is very easy to use and provides multiple layers of support. We were able to customize the jobs to easily integrate into our daily support to our end users. Review collected by and hosted on G2.com.
The only big downside I see about the software is that it needs to be run by an administrator. Now, this isn't any different than most de-duping software, but it would be nice if they had an option to allow this to be run by a non-administrator. This is more of a limitation set by Salesforce, but I imagine many companies would love for this to be run by Jr. Admins or Datamanagers. Review collected by and hosted on G2.com.
My favorite part of Traction Complete is the Assignment flows for the different objects. They are very easy to setup and either schedule or use triggers to run. Review collected by and hosted on G2.com.
My least favorite thing about Traction Complete is not being able to see the Query you used to schedule a job once it has been scheduled. There is no way to alter this entry query once it is setup. You have to delete the job and reschedule with the updated query. Review collected by and hosted on G2.com.
The best thing about using Traction Complete is the support that they provide to us as a customer. We have a dedicated Customer Success Manager who is always there for us to provide answers and technical guidance. I love that I don't have to become an expert in the platform to be able to use it. Review collected by and hosted on G2.com.
The platfom can be a little tricky to navigate around in, however, I know they are aware of this and are planning on making improvements in the UX. Review collected by and hosted on G2.com.
The team at Traction Complete has been so great to work with from implementation a few years back to the present day. We came to them with a long list of requirements for our record routing and ownership tooling needs and they were able to help us achieve success from day one. Our product requests have always been reviewed and understood by the team, and in most cases, they were able to implement them into their product quickly or give us insight into their product roadmap. They're great at communication for both support and business review, and I really appreciate the dependable nature of our account team in a world where vendors change AEs and CSMs quarterly. They've also been great at pitching additional products where they see a good fit for our company and are quick to identify product areas that are already included in our current contract. Overall, one of my favorite vendors to work with and a great product as well. Review collected by and hosted on G2.com.
There's certainly a learning curve that comes with any product that can do so much in Salesforce, but the customer support and documentation is always there to help. Review collected by and hosted on G2.com.
Traction Complete has been an absolute game-changer for our sales operations. Their tools, especially for lead routing, have saved me an incredible amount of time and eliminated the frustration of manually assigning leads. The automation ensures that leads are routed accurately and efficiently to the right sales reps, which has significantly improved response times and productivity across the team. Our match rate has increased exponetionally, along with our follow-up time, ensuring speed to lead is a top priority.
It's a huge plus that Traciton integrates so easily with Salesforce. Even in our complex environment, Traciton runs in the background to streamline processes and prevent errors. Review collected by and hosted on G2.com.
The history logs can be a bit messy and the interface there does not allow for a very clean search. Review collected by and hosted on G2.com.
The Traction Complete solution allows our limited resources within Revenue Operations to better support our organization in several critical areas including acount hierarchies, territory management, lead routing and overall data governance. Review collected by and hosted on G2.com.
So far we have experienced zero negatives with the tool and the resources they have provided for our implementation and ongoing support. Review collected by and hosted on G2.com.
I’ve been thoroughly impressed by Traction Complete’s RevOps Data Management Suite for Salesforce. This powerful suite transforms the way revenue operations teams manage and optimize data. The tools are intuitive and highly effective at keeping data clean, connected, and incredibly easy to work with, leading to substantial productivity gains.
Complete leads is a game-changer when it comes to lead matching and routing in Salesforce, ensuring teams stay in sync and close deals faster. Meanwhile, hierarchies offers unmatched capabilities for maximizing revenue from large customers with automated account hierarchy management. It’s a solution we never knew we needed but now can’t live without.
Overall, Traction Complete provides innovative, user-friendly tools that have saved us time, improved our efficiency, and empowered our teams to scale quickly. Highly recommended for anyone using Salesforce who wants to boost their revenue operations performance! Review collected by and hosted on G2.com.
The user interface can occasionally be challenging for first-time users, particularly when it comes to features like scrolling to zoom in and out. However, aside from these minor usability aspects, I have no other complaints. Review collected by and hosted on G2.com.
