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
How RevOps can scale leadrouting smarter with AI-augmented automation
Learn how AI-augmented lead routing helps RevOps teams deliver the right lead to the right rep, improve accuracy, and scale processes faster.
SHIFT Day 2: Where AI meets operational reality
Explore how AI for Salesforce data quality can transform messy CRM data into a trusted foundation. Hear strategies from industry experts and see them in action with a hands-on Salesforce use case.
How Planet Reduced Duplicate Accounts by 40% with Traction Complete
Discover how Planet reduced duplicate accounts and improved lead routing and sales processes with Traction Complete.
Use Case: Nonprofit Data Complexity— Shifting from Manual Work to Automation
See how nonprofits using Salesforce NPSP can streamline data cleanup and reduce manual work with automation.
How Dotmatics Accelerated Sales and Optimized Territory Planning with Traction Complete
Traction Complete helped Dotmatics clean duplicate data and accelerate sales and territory planning.
20+ 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.
