George Samaras
Director of Marketing Operations, Coveo
MATCHING & ROUTING AUTOMATION
Complete Leads
Speed up, sell more, and keep your revenue teams in sync with the most flexible matching and routing solution built for Salesforce.
“We use Complete Leads for data management efforts in Salesforce. It allows Marketing Operations to have more ownership and autonomy over changes in Salesforce instead of relying on Administrators.”
MATCHING
Maintain data quality at every point of entry
Prevent bad data from entering Salesforce by matching incoming records to your existing data so reps have the context they need to make every conversation count.
Improve match rates
Customize matching rules to ensure every record is connected to the right account so buying activity is captured in one place.
Proactively dedupe
Stop duplicates at the door by automatically matching, merging, and auto-converting records upon entry.
Maintain data integrity
Cleanse data of inconsistencies and errors with enrichment and normalization to keep bad data out of your workflows.
ROUTING
Route the right record to the right rep, at the right time
Increase conversions and prevent prospects from slipping through the cracks by automatically routing records to the correct rep.
Manage complex routing with ease
Route based on the criteria you need including by geography, territory, partner, hierarchy, account owner, and more.
Configure advanced round robins
Distribute records amongst a pool of reps using standard, weighting, capping or availability-based rules.
Allow teams to manage their own rules
Give teams the ability to manage their own routing rules without impacting mission-critical flows with nested flows.
MEASURE & OPTIMIZE
Help teams drive more meetings with fast follow-up
Start driving better alignment and accountability by giving teams visibility into speed-to-lead analytics and reporting.
Notify reps
Prompt fast follow-up by notifying reps in their preferred channel including Slack and email.
Enforce SLAs
Encourage urgency and keep reps accountable by adding a real-time countdown on the Lead page layout.
Measure and improve speed-to-lead
Get a clear view of how fast reps are following up with the built-in rep response dashboard.
AUTOMATION FOR REVOPS
Bridge the gap between tools & teams
Connecting the flow of data between departments can be tricky. Put an end to workarounds, custom code, and manual intervention by automating the movement of data across any standard or custom object in Salesforce.
Scale with no code
Make changes to automation flows in minutes without waiting weeks on administrators, developers or IT.
Break down silos with a single tool
Automate a variety of processes including lead routing, account assignment, territory management, bulk updates, and more.
Overcome CRM integration limitations
Struggling to move data between your MAP and CRM? Automatically route records, update fields, and trigger actions across any object.
Take a Tour
I'm able to build a new sales motion in five minutes instead of waiting weeks for our engineering team to find time to prioritize it. It's a win-win.
Our lead routing was very, very manual. With Traction Complete, we’ve been able to automate the process entirely.
Complete Leads has saved us a lot of time in terms of manually assigning leads. It prevents issues of reps fighting for leads and created a less problematic environment for our team.
Our previous tool didn’t have the functionality to handle our lead volume that we were assigning daily, and we struggled to keep an accurate database with current lead and account ownership. Now we are very confident in the assignments that we have in place.
Why Traction Complete?
Purpose-Built for Salesforce
Our solutions are engineered from 14+ years of consulting experience, understanding the unique data challenges of Salesforce users.
Award Winning Customer Success
You’ll partner with a dedicated Salesforce-certified Customer Success Manager to get you up, running, and trained on our solutions.
Designed for Enterprise Security
Our solutions are AppExchange certified and 100% native to the Salesforce platform, which means your data will never leave your environment.
Ready to see Complete Leads in action?
Book my personalized demo
GET THE GUIDE
The 7 Step Strategy to Supercharge Your Speed-to-Lead
When responding within 5 minutes can increase your conversion rate by 21%, speed is everything. Ready to learn how you can speed up and sell more?
Includes:
- Signs you need to address your rep response time
- Steps for building an automated lead management strategy
- Benefits of improving your speed to lead
COMPLETE CLEAN
Say goodbye to duplicate data
Complete Clean detects and removes duplicates in Salesforce.
COMPLETE HIERARCHIES
Maximize revenue from your largest accounts
Complete Hierarchies automatically builds and maintains account hierarchies in Salesforce.
