Popular Lead Management reads
How Archer's RevOps team reduces manual work by 95% with Traction Complete
Archer needed to automate how the team distributed leads and accounts to reps and needed a solution that could scale with their business.
Use Case: Roll-Up Reporting in Complete Hierarchies
Learn how to do roll-up reporting in minutes — right inside Salesforce.
Use Case: Mass Territory Reassignment
Stop spending hours manually reassigning territories after reps join or leave.
More Lead Management resources
EP 37: Growth Modeling: How to become a strategic player in RevOps
Apex CPU Time Limit Exceeded: 5 Causes and How to Fix It
APEX CPU Time Limit Exceeded errors disrupting your RevOps processes? Learn 5 causes and tips to keep your Salesforce operations smooth.
Ready for AI? 10 Data Quality Must-Haves Pre-AI
Learn why RevOps must tackle bad data before leveraging AI insights. Prepare your data to unlock AI’s full potential and avoid costly errors.
Why we built this: Visual history log
How Kantata optimized lead list uploads and assignments from days to hours with Complete Leads
MQL vs. SQL: Definition, Examples, and Best Practices for Salesforce
Learn the key differences between MQL vs. SQL, with examples and best practices for maximizing your MQL to SQL conversion rate in Salesforce.
Use Case: Best Practices for Partner Ops Automation
Learn how Traction Complete’s suite of products can be used to track, visualize, and report on the impact of referrals and co-selling with partners.
3 Lead Routing Plays to Boost Pipeline for Marketing Operations
Want a glimpse into the CRMs of marketing ops leaders? We’ve got tested lead routing plays from top companies like Cisco and Coveo.
4 Lead Routing Plays to Reduce Handoff Headaches & Boost Pipe
Watch on-demand as industry experts reveal top lead routing strategies to optimize pipeline and minimize headaches.