Traction Complete

Traction Complete

Account-Based lead management within Salesforce

4.8/5 (8 avis)

Traction Complete - Présentation

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.

Prix

À partir de
N/A
Types de licence
version d'essai gratuite
Abonnement
Rapport qualité-prix

Appareils

Type d'entreprise

S
M
L

Disponible dans les pays suivants

États-Unis

Langues

anglais

Traction Complete - Avis

Note globale
4.8/5
88% d'avis positifs
7
Excellent
0
Très bien
1
Moyen
0
Médiocre
0
Horrible
James M.
Traduire avec Google Translate

Great Lead Routing Tool

Logiciel utilisé tous les jours pendant plus de deux ans
Publié le 12/07/2017
Provenance de l'avis : Capterra

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

Avantages

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.

Réponse de 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.

Note détaillée

Rapport qualité-prix
Simplicité d'utilisation
Support client

Probabilité de recommander le produit

9.0/10
Sharlet W.
Traduire avec Google Translate

Responsive Problem Solving!

Logiciel utilisé tous les jours pendant plus de deux ans
Publié le 12/07/2017
Provenance de l'avis : Capterra

Avantages

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!

Inconvénients

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

Réponse de Traction Complete

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

Note détaillée

Rapport qualité-prix
Simplicité d'utilisation
Support client

Probabilité de recommander le produit

9.0/10
Rick B.
Traduire avec Google Translate

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

Logiciel utilisé tous les jours pendant plus d'un an
Publié le 12/07/2017
Provenance de l'avis : Capterra

Avantages

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.

Réponse de Traction Complete

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

Note détaillée

Rapport qualité-prix
Simplicité d'utilisation
Support client

Probabilité de recommander le produit

10.0/10
Jennifer V.
Traduire avec Google Translate

Easy and Affordable Tool for Lead Routing

Logiciel utilisé tous les jours pendant 6 à 12 mois
Publié le 19/10/2018
Provenance de l'avis : Capterra

I'm happy with the tool and plan to keep using it.

Avantages

The tool is affordable and able to do what I need done most - match leads to accounts and route leads.

Inconvénients

The UI for managing lead routing rules is a bit hard to use, but I know that Traction is working on improving that.

Réponse de Traction Complete

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.

Note détaillée

Rapport qualité-prix
Simplicité d'utilisation
Support client

Probabilité de recommander le produit

10.0/10
Kristen G.
Traduire avec Google Translate

Quality, easy to use hierarchy & enrichment tool at a great cost

Logiciel utilisé tous les jours pendant plus de deux ans
Publié le 12/10/2018
Provenance de l'avis : Capterra

Avantages

Excellent customer support & innovative company

Inconvénients

Dependence on D&B/Data.com for hierarchy info

Note détaillée

Rapport qualité-prix
Simplicité d'utilisation
Support client

Probabilité de recommander le produit

10.0/10

Traction Complete - Prix

À partir de
N/A
Types de licence
version d'essai gratuite
Abonnement
Rapport qualité-prix

Contact Traction Complete for pricing information.

Traction Complete - Fonctionnalités

  • Gestion des leads
  • Intégration de tiers

  • API
  • Analyse des ventes
  • Base de données de contacts
  • Données en temps réel
  • Fonctionnalité de recherche
  • Importation et exportation de données
  • Intégration CRM
  • Intégration des e-mails
  • Modèles personnalisables
  • Monitoring
  • Notifications automatiques
  • Outils de collaboration
  • Rapports et statistiques
  • Rapports sur les ventes
  • Saisie de leads
  • Suivi des activités
  • Suivi des ventes
  • Tableau de bord d'activités

Plus d'informations sur Traction Complete

Traction Complete - Principales fonctionnalités

  • 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

Avantages

  • 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 - FAQ

    Voici quelques-unes des questions fréquentes sur Traction Complete.

    Q. Quels sont les types de licence disponibles pour Traction Complete ?

    Types de licences disponibles pour Traction Complete :

    Type de licence: Abonnement

    version d'essai gratuite: Non disponible

    Contact Traction Complete for pricing information.

    Q. Quelles sont les principales fonctionnalités du logiciel Traction Complete ?

    Fonctionnalités du logiciel 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

    Q. Qui utilise Traction Complete ?

    Utilisateurs habituels du logiciel Traction Complete :

    Grandes entreprises, Entreprises de taille moyenne, PME

    Q. Dans quelles langues Traction Complete est-il disponible ?

    Langues dans lesquelles Traction Complete est disponible :

    anglais

    Q. Quels sont les types de licence disponibles pour Traction Complete ?

    Types de licences disponibles pour Traction Complete:

    Abonnement

    Q. Traction Complete prend-il en charge les appareils mobiles ?

    Nous n'avons pas d'informations sur les appareils pris en charge par Traction Complete.

    Q. Avec quelles applications Traction Complete peut-il s'intégrer ?

    Applications s'intégrant à Traction Complete :

    Salesforce Sales Cloud

    Q. Quelles sont les ressources d'aide disponibles pour Traction Complete ?

    Ressources d'aide disponibles pour Traction Complete :

    Support en ligne, Support téléphonique