Traction Complete

Have you heard? The latest Winter #G2 reports are out and among other badges, we've earned the Leader Badge for Lead-to-Account Matching 🏆 What set us apart and helped us receive this badge? Well, it might have been... 🤝 Our best-in-class customer success team 💻 Being 100% Salesforce native, built for enterprise businesses, and flexible for any unique use case ⭐ Over 100+ five-star reviews But we think it was because of our incredible customers and partners who trust us and our suite of data management solutions for Salesforce. Not to mention, our all-star team who continues to help us grow and get better every day 🤗

Without a clear plan, it's easy to miss out on the full potential of #Agentforce 😱 Here are four best practices to help you implement Agentforce like a pro: 🔍 Evaluate your current data readiness: Duplicates, inconsistent fields, and outdated records risk derailing your setup and making the tool harder to use.   🤝 Enable your team: Even the best tools need proper buy-in adoption. Identify key stakeholders, tailor training to different roles, and provide hands-on practice. 🗺️ Map workflows for scalability and growth: By mapping workflows before implementing Agentforce, you uncover process gaps and identify areas where automation and external tools can make the biggest impact. 💪 Leverage partner expertise with pre-built prompts, topics, and actions: Pre-built Agentforce assets designed by Salesforce experts and third-party partners can enable teams to deploy workflows immediately, seeing results faster and ensuring that implementation stays futureproof. Want to learn more about starting your Agentforce journey on the right foot? Our latest blog post dives into best practices for implementation, building for long-term success, and a Q&A with our friends (and Salesforce Implementation Experts) at Delegate 👇 https://lnkd.in/gDuZNMEp

The actions of RevOps leaders make a huge difference to their team and others in the community. In the spirit of the holidays, we wanted to spread gratitude and cheer by sharing the best advice that some of our industry leaders received this year. And most importantly, a thank you to the people who gave that advice. Without further ado, introducing... ❄️ It's a Wonderful RevOps Life ❄️

We know, our G2 leader badge announcement was SO this morning. But these images were too fun not to share 😂 Best of all, it does a perfect job showing how the entire Traction Complete team is full of winners, champions, and all-stars who work with our customers and partners every day. Which one's your favorite? And which iconic moment did we miss 👀

Duplicates in your CRM are like alter egos of the real person. 🦹 So what would happen if YOUR alter egos showed up to a dinner party instead of the real you? 😏 Shout out to my friends at Traction Complete for the inspo on this one. 🙂 Who also have one of the bEsT deduplication solutions available btw. 👌🏻 So don't let duplicates crash your party...or your CRM. Get real with your records in Salesforce with Traction Complete. Link in first comment to learn more. ⬇️ PS - give them a follow on LinkedIn too, you won't be disappointed 😏 #salesforce #duplicates #deduplication #crm #salesops #salesoperations #revops #revenueoperations #marketingops #marketingoperations #mops #sops #sfdc

In case you missed it 👀 We had two rockstars take the stage yesterday at Agentforce #WorldTour Toronto! Traction Complete's very own Ernesto V. and Salesforce's Jana Fritz spoke to a packed room, sharing how to automate complex tasks and get #Agentforce ready. A huge thanks to everyone who attended #AgentforceTour Toronto, joined the session, and said hi afterwards 👋

One of the biggest misunderstandings among #revenueoperations and #sales teams is not understanding the difference between having account hierarchy data and having account hierarchies in Salesforce. Ready to learn the difference, once and for all? Keep reading and save this post for later 👇 While buying account data from a third-party provider is a great start, this data doesn't automatically translate into actionable account hierarchies in #salesforce. Why? While third-party data providers can provide incredible enrichment, they cannot create or link records for you within Salesforce's Parent Account field, which is the key connector for visualizing account hierarchies. Think of it like building a house 🏠 You might have everything you need — bricks, lumber, and cement 🧱 But without a skilled builder to assemble those materials, you don't actually have a house. Third-party data providers give valuable information about parent-child relationships, subsidiaries, and other key account details. However, on its own, Salesforce doesn't assemble this data into an actionable account hierarchy — that's when you need additional tools or processes to serve as your builder. So how do you actually build account hierarchies in Salesforce? There are three ways to do so: 1️⃣ Manual chain linking: This is the most basic approach and involves manually selecting a parent account for each account record to create a chain of relationships. Sadly, this method is time-intensive, high maintenance, and doesn't scale well with complex enterprise structures. 2️⃣ Automated chain linking: This process simplifies hierarchy building through the use of Salesforce Flows or other third-party tools. These tools help automatically populate the Parent Account field by referencing a third-party database and stamping the correct account onto the record. However, automated chain linking has some limitations, such as a dependency on existing parent accounts and unnecessary account creation (just to name a few). 3️⃣ Full account hierarchy automation: This method overcomes the limitations of manual and automated chain linking, using automation to build accurate, scalable account hierarchies directly within Salesforce. Not only is it scalable for complex enterprise structures but it can support missing data and configure account hierarchies for different use cases.

Improving your data quality in #Salesforce doesn't just clean up your CRM. By tackling inconsistencies and marking data dependable, marketing operations teams can make campaigns more effective and improve different touchpoints. Without the right foundation, even the most sophisticated #MOps strategies won't deliver results. But before you can fix your data quality issues, you need to understand what's causing them. Otherwise, you're just putting a band-aid solution on deeper problems that are undermining your marketing efforts. Click 👉 and keep reading to learn about four hidden Salesforce #dataquality saboteurs undermining your marketing operations efforts. 1️⃣ Duplicate records cause segmentation errors that can result in sending conflicting messages, offers, or content to customers and prospects. 2️⃣ A lack of data standardization can turn one account into multiple duplicate records, cluttering your CRM and skewing reporting. On top of that, inconsistent data entry can also disrupt critical areas like industry classification or lead source. 3️⃣ Without proper field tracking and history logs, you lose visibility into what’s been changed on a record, who made the change, and why it was made. This lack of oversight can lead to unchecked errors that disrupt workflows, damage data accuracy, and make reverting incorrect edits nearly impossible. 4️⃣ When systems don’t sync correctly, updates made in another platform may not transfer accurately to Salesforce or may get overwritten by old data.

It's no surprise -- everyone is excited about Agentforce and the rise of AI. But getting the most out of AI is just like eating a healthy, balanced diet. Before you eat your candy, you start by eating your vegetables. I'm thrilled to share that I'll be speaking at the Salesforce World Tour in Toronto, alongside Jana Fritz We'll be sharing our favourite tips and tools to prepare your data in Salesforce, automate complex tasks, and get ready for Agentforce and beyond. Let me know below if you'll be at World Tour this Thursday and be sure to say hello! #Agentforce #Salesforce #WTTO

💡 Did you know that messy Salesforce data could be sabotaging your marketing operations? Our friends at Traction Complete have uncovered the top 4 hidden data quality saboteurs that are quietly holding MOps teams back. From duplicate records to inconsistent sync behavior, these issues can derail campaigns, skew reporting, and frustrate your teams. 😵💫 Here’s what the blog covers: ✅ How duplicate records hurt segmentation and brand trust ✅ Why inconsistent data entry leads to missed targeting opportunities ✅ The risks of poor field tracking and history logs ✅ Solving sync inconsistencies between Salesforce and other platforms ✨ Pro tip: Tackling these challenges head-on doesn’t just clean up your CRM. It unlocks better segmentation, smoother workflows, and data you can actually trust for decision-making. 📖 Read the blog to learn how to transform Salesforce into a reliable source of truth for your marketing operations: https://lnkd.in/gjsBMx49 #marketingops