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: Why It’s Time to Replace LeanData (and How to Do It Right)
See how replacing LeanData can be your opportunity to streamline processes and elevate your GTM capabilities—well beyond lead routing.
Use Case: Roll-Up Reporting in Complete Hierarchies
Learn how to do roll-up reporting in minutes — right inside Salesforce.
More Lead Management resources
25+ Automation Flows for RevOps
Say goodbye to data silos. Align your GTM with 20+ data automation plays for your entire RevOps team.
Traction Complete vs. LeanData: Comparing the Automation Solutions
RevOps teams need more than just lead routing. Learn why replacing LeanData with Traction Complete can help you elevate GTM capabilities.
5 Best Practices for a Successful Salesforce Org Merge
These best practices ensure your Salesforce Org merge doesn’t result in duplicate data, misaligned processes, and account conflicts.
Automated Lead-to-Account Matching: Definition, Benefits, & 3 Best Practices
Learn what automated lead-to-account matching is, why it matters, and three best practices to help you maximize success.
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
Nobody likes to deal with the things that go wrong. But when things do go wrong, teams need to be able to uncover the root cause. That’s why we built the Visual History Log.
How Kantata optimized lead list uploads and assignments from days to hours with Complete Leads
