What do you like best?
The simplicity of the tool to edit and deploy has been huge for us. Along with the ease the scope of what TC can do for us has been great. We started with looking for a duplicate matching tool to identify re-inquiries and now are using it for that and so much more. But, t he best thing about working with Traction Complete is the way the team supports you through the setup and deployment. They listen and learn the org structure and make sure what is tested and pushed to production works and meets your needs.
What do you dislike?
The only hitch in the process is an ongoing error with permissions to a reassignment object. The reassignment object appears to be a functional and incredibly useful data point but if the team can not write to it or stop the timer within it the data has no context. Though we are confident the TC team will have a fix for us in the coming weeks. Beyond that, we would like to cap our users to a certain number of contacts they are able to receive in a given amount of time, and at this point that has not been developed
Recommendations to others considering the product:
Allow the team to show you want the product does. They will exceed your expectations and will take the time to understand your needs before offing their advice and expertise.
What problems are you solving with the product? What benefits have you realized?
We are tackling lead matching (duplications) when re-inquiry occurs as well as lead-to-contact conversion and distribution to our advisors to put the right contacts in the right user's view.
