Traction Complete offers a suite of Salesforce apps that streamlines Revenue Operations (RevOps) and drives growth. From advanced lead management and data cleansing automations to account hierarchies and relationship mapping, Traction Complete’s solutions help you keep your data connected and teams aligned.
Features:
- Automatically map account hierarchies in Salesforce to visualize and connect complex relationships between parent companies and subsidiaries.
- Route new opportunities to the right sales teams based on key account data and custom objects for faster and more accurate sales engagement.
- Automatically detect and eliminate duplicate Salesforce records to improve data accuracy and sales efficiency.
Benefits
- Maximize cross-sell and upsell potential. Complete Hierarchies offers a 360 degree view of account hierarchies, including parent and subsidiary relationships, letting your team identify expansion opportunities across departments or business units and act on them.
- Increased agility and revenue with advanced routing. Complete Lead’s automation engine lets you route any object in Salesforce. This allows for unique business data to influence your routing decisions and ensures you align leads, opportunities, and cases to the right team.
- Improved data integrity. Proactive and reactive data cleansing ensures that all yoru data is accurate, deduplicated, and up-to-date, reducing manual errors from data entry and allowing sales reps to focus on selling rather than data chores.
How to use RollWorks data with Traction Complete:
RollWorks syncs data back to custom objects related to the account, contact, and lead objects in Salesforce. The most commonly used data in reporting and automation is:
- Account: Journey Stage, Page Views, Unique Visitors, and Keyword Intent
- Contact and Lead: Ad Clicks, Page Views
For a full list of RollWorks data that can be used in Traction Complete, please refer to this
Help Center article.