Customer Stories

“It’s very user-friendly & intuitive.  We went from 4 million records down to 500,000. It’s helping drive strategy for every side of our business.”

Scott Ellsworth, VP Sales Operations

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Customer Stories

Short Reads. Big Impact.

Got a minute? Check out how our customers are crushing their growth goals with powerful lead assignment and automated account hierarchies.

Customer Stories

How ON24 Unlocked Whitespace Opportunities and a Clean CRM

HIGHLIGHTS Created a single source of truth in Salesforce, allowing for easier reporting and more consistency when it came to...
Customer Stories

How Privy Eliminated Hours of Custom Coding Assignment Rules

HIGHLIGHTS Reduced the amount of time the engineering team spent making changes to account assignment rules from 15 hours/month to…

Customer Stories Lead Routing

How Asana Scaled Lead Routing with Traction Complete

HIGHLIGHTS Improved speed-to-lead and sales effectiveness by eliminating manual lead routing and preventing routing to inactive sales reps Enabled the…

Customer Stories Lead to Account Matching

How Coveo Improved Lead to Account Matching Accuracy by 74%

HIGHLIGHTS Improved lead-to-account matching by 74% compared to Salesforce’s native matching capabilities. Saved “hundreds of hours” in both lead-to-account matching…

Customer Stories

How Cisco Improved Lead & Account Assignment Accuracy by 150%

HIGHLIGHTS Traction Complete’s suite of tools helped Cisco regain control over a large volume of daily incoming leads and improved…

Customer Stories

How Windstream Scaled with a Unified View of the Customer

HIGHLIGHTS Complete Hierarchies was able to help simplify Windstream Enterprise’s complex legacy data challenges due to multiple mergers and acquisitions…

Customer Stories

How Veracode Unlocked Key Accounts with Traction Complete

HIGHLIGHTS Prevented SalesOps from spending weeks manually connecting and updating parent-child account relationships in Salesforce  Reduced rep conflict by displaying…

Customer Stories

How Alfresco Increased Closed/Won Rate by 10%

HIGHLIGHTS Traction Complete automated tedious prospect research Alfresco was able to reduce their time to contact inbound leads Alfresco was…

Customer Stories

How the University of Notre Dame Got Smart About Data

HIGHLIGHTS The University of Notre Dame’s Data Integrity team searched for ways to improve data quality as they moved over…

Customer Stories

How Thomson Online Benefits Solved a Tricky Territories Issue

HIGHLIGHTS Traction Complete was able to automate territory assignment that used to take three weeks worth of planning Thomsons Online…

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Reviews

Don’t just take our word for it…

Complete Hierarchies is mission critical software for any company selling into large enterprise organizations. 

Steven Tan, ON24

Hierarchies is helping to drive strategy for every side of our business.

Scott Ellsworth, Windstream

Game changer in the world of territory disputes and messy account hierarchies.

Hazel Tran, Docusign

The problem we had is that we were growing, and our previous routing tool didn’t scale with us. It wasn’t just the functionality we loved, but the usability within those functions.

Chris Burger, Asana

Complete Leads is helping us adapt phenomenally. The routing UI is superb. With their copy, drag, and paste I’m able to build things out very quickly.

Jim Maddison, Veracode

Working with the Traction Complete support team through implementation has been amazing! 

Chris Gallardo, L.A. Dodgers