Traction Complete is a cloud-based, Salesforce-native solution designed to automate and optimize data management tasks within Salesforce. It provides tools for lead-to-account matching, deduplication, account hierarchy automation, lead assignment, and relationship mapping. The platform is built to handle large enterprise data volumes with high processing speed and is designed for flexibility, supporting any data provider and Salesforce object without custom code. Traction Complete enables organizations to cleanse, connect, and orchestrate CRM data, improving sales operations, data quality, and reporting accuracy. Its no-code interface allows users to manage complex data workflows and automate repetitive tasks, reducing manual effort and operational bottlenecks.

Key Features

Lead-to-Account Matching Automatically matches leads to existing accounts in Salesforce.

• Priority and fuzzy matching algorithms
• Account tiebreakers and multi-object support

Deduplication and Data Cleansing Identifies and merges duplicate records across Salesforce.

• Mass deduplication tools
• Duplicate detection and match & merge functionality

Account Hierarchy Automation Builds and maintains complex account hierarchies.

• Automated relationship mapping
• Visualizes parent-child account structures

Lead Routing and Assignment Automates lead distribution based on custom rules.

• Match and route leads to appropriate owners
• Territory management and working hours support

Customizable Workflows and Reporting Enables no-code workflow automation and real-time analytics.

• Drag-and-drop interface for workflow design
• Real-time notifications, reporting, and audit logs

Integration and Scalability Seamlessly integrates with Salesforce and scales for enterprise data volumes.

• 100% Salesforce native
• Supports any data provider and object

Benefits

Improved Data Quality Ensures accurate, up-to-date CRM data for better decision-making.

• Reduces duplicates and errors
• Automates data cleansing and enrichment

Operational Efficiency Automates repetitive data management tasks.

• Saves time for sales and operations teams
• Reduces manual intervention and code maintenance

Enhanced Sales Productivity Optimizes lead management and routing for faster response times.

• Prioritizes high-value leads
• Improves sales team morale and performance

Scalability and Flexibility Handles large data volumes and adapts to unique business needs.

• No-code customization
• Supports enterprise-scale operations