Resources to fuel your RevOps strategy

Explore resources thoughtfully crafted by our industry experts to turn your Salesforce data into a revenue engine.

GUIDE

5 Lead Routing Plays to Boost Pipeline

Ever wanted to see inside the CRM of marketing operations experts? Get five lead routing strategies and best practices that leaders are using to boost pipeline.

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Blog

Top 3 Ways To Use An Account Hierarchy In Salesforce To Supercharge Revenue

Sell more and make data-driven decisions with account hierarchies.

Blog

5 ways to improve win rates and run better deal reviews

Empower your sales reps and improve their win rates.

Blog

4 ways to improve the marketing to sales lead handoff

Hand the lead over smoothly and close the deal without breaking a sweat.

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Vlog

Who can use account hierarchies: Salesforce account hierarchy use cases for RevOps teams

Account hierarchies in Salesforce can be used by every team and department that falls under the RevOps umbrella.

Webinar

10 Data Quality Tips RevOps Should Know Ahead of 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.

Demo on Demand

Use Case: AI Preparedness: How to clean your Salesforce org

Learn how Traction Complete’s tools can help your team get ready for AI by automatically merging duplicates as they come into Salesforce, flagging potential duplicates for review, and allowing you to merge duplicates in bulk.

Blog

Why we built this: Visual history log

When the path a lead has traveled is visible in Salesforce, the tools are at your disposal in times when audits are necessary.

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.