Traction Complete Review

Traction Complete is a lead management tool that enables account-based marketing (ABM) within Salesforce. Bridging the gap between sales and marketing, the program ensures that leads belonging to key target accounts are routed to the right sales rep for maximum conversion. The cloud-based system instantly routes high-value leads to the right team and provides them with the information they need to build meaningful relationships. Traction Complete simplifies lead management processes by eliminating manual efforts with the goal of producing fast response times and meaningful connections. Users can create web forms within the software, and the forms are formatted to be short and concise in order to optimize conversion rates.

TRACTION COMPLETE – TUTORIAL

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TRACTION COMPLETE – FEATURES

• Uncover untapped sales opportunities by accessing the entire company family tree, including accounts that aren’t in Salesforce
• Spot cross-sell and up-sell opportunities with ease by visualizing what products you have sold across the entire account hierarchy
• Overlay any object and give your reps instant access to actionable account insights across the hierarchy including opportunities, contacts, leads, cases and more
• Allow enterprise sales teams to easily navigate complex family trees, so they can spend more time selling, and less time searching
• Take full control over what is being displayed across the hierarchy display with customizable filtering
• Spot duplicate accounts within the hierarchy, merge them instantly, and bring data clarity to your entire team
• Easily manage large changes to bulk data updates
• Configure each user profile independently at the field and record level to support your businesses data sharing requirements
• Bring data clarity to your entire team by matching and merging duplicate leads and contacts
• Go beyond leads and create any assignment flow on any object. Route any record, update any field, and trigger any action. The assignment possibilities are endless.