Customer Stories | Traction Complete

Kelli Monk, Senior Marketing Specialist at Salient Systems, with the Salient and Traction Complete logos, for the customer story on automated lead routing with Complete Leads

How Salient Systems Gave Every Inbound Lead an Owner

Learn how Salient Systems used Complete Leads to route every inbound lead by persona, trigger Pardot campaigns, and run all routing with a single marketer.

Aman Rastogi, Lead Salesforce & Systems Administrator at Forma, with the Forma and Traction Complete logos, for the customer story on cutting lead response time from hours to minutes

How Forma Cut Lead Response Time From Hours to Minutes

Lead response time at Forma dropped from hours to minutes after automating lead routing and deduplication in Salesforce with Traction Complete.

A student in a university lecture hall raising their hand (Stukent).

How Stukent Helps Reps Prep Faster and Sell Smarter With Complete Hierarchies

Learn how Stukent gained visibility into countless districts, schools, and educators with Traction Complete.

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.

How Dotmatics Accelerated Sales and Optimized Territory Planning with Traction Complete

Traction Complete helped Dotmatics clean duplicate data and accelerate sales and territory planning.

How Kantata optimized lead list uploads and assignments from days to hours with Complete Leads

Kantata faced time-consuming lead matching and delays in response times. To keep up with growth, they needed an automated solution to speed up assignments and boost accuracy.

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.

How Olive Tree Holdings spends 95% less time managing APEX code

Olive Tree Holdings used to rely on APEX to match new leads to existing data. When it became too complex to maintain they made the switch.

How Copado achieved 4x faster speed-to-lead with Traction Complete

Copado struggled with slow, manual lead assignment and realized they needed a solution that could provide agility and control.

Latin American man working at a creative office using his computer and people moving at the background - place of work concepts

How Octave improved sales efficiency, customer experience, and ABM with Complete Hierarchies

Octave needed a better way to visualize and maintain accurate master data in Salesforce.

How YMCA of San Diego County decreased duplicates by over 75% with Complete Clean

The YMCA wanted to improve their member’s online sign-up experience which meant addressing their CRM’s duplicate problem.

How GTA Homes reduced their data footprint by 57% with deduplication

GTA Homes needed to resolve their duplicate issue, as it was leading to conflicts among their agents.

How Zoom drove sales efficiency and effectiveness with clean account hierarchies

Zoom needed a way to visualize accounts hierarchies in Saleforce so their sales reps could effectively sell to global organizations.

How Cresta’s RevOps team overhauled territory planning and lead routing

Cresta struggled to define rules of engagement for their largest accounts due to a lack of visibility into hierarchy structures.

How Privy eliminated hours of custom coding assignment rules

Privy replaced manual Salesforce maintenance with automation, freeing engineers and fueling smarter sales decisions.

How Coveo improved lead to account matching accuracy by 74%

Coveo spent hours each day manually matching leads to accounts. Recognizing the need for a more scalable method, they decided to make the switch.

How Asana scaled lead routing with Traction Complete

Asana realized they needed a scalable lead assignment solution to manage their rapidly growing volume of inbound leads.

How Cisco improved lead & account assignment accuracy by 150%

Cisco faced challenges with overwhelming lead volumes, and slow, manual territory management. They realized they needed a solution to automate their assignment processes.

How Windstream scaled with a unified view of the customer

Windstream was overwhelmed with 4 million disconnected account records in Salesforce after a recent merger. They needed a way to clean up their data so reps had clean swim lanes to work in.