LEAD ROUTING IN SALESFORCE FOR ENTERPRISES
Route leads to right rep in real-time with automated lead routing
Stop manually distributing leads or waiting on IT to make changes to code. Scale your sales efforts by automatically routing and assigning leads to the right rep in real time.
3,500+ REVOPS LEADERS TRUST TRACTION COMPLETE
CHALLENGE
Salesforce lead assignment doesn’t scale
Limited flexibility and customization
Salesforce’s lead routing struggles with complex, dynamic assignments, resulting in slower response times, missed opportunities, and lost potential for growth.
Changes rely on others
When you need to make changes to assignment rules you have to wait weeks for IT, consultants, or developers to prioritize it.
Functionality is limited
Out-of-the box functionality such as updating fields, round-robining leads, and routing objects like contacts, accounts, and opportunities, all require custom development.
Functionality is limited
Out-of-the box functionality such as updating fields, round-robining leads, and routing objects like contacts, accounts, and opportunities, all require custom development.
Why RevOps teams use Traction Complete for lead routing
MATCHING
Deliver accurate data for seamless lead matching
RevOps teams trust Traction Complete to match leads with the right reps while keeping data accurate from the start. Complete Leads automatically prevents duplicates and incomplete records, ensuring sales reps always work with clean, reliable data. This means faster lead matching, fewer errors, and a smoother sales process—so your team can focus on closing deals, not fixing data.
SLA COMPLIANCE
Track response time with ease
Set clear response time expectations for every lead to ensure timely follow-ups. With built-in accountability, your sales team engages faster, improves satisfaction, and increases conversions. By tracking SLA compliance, you keep reps focused on quick responses and maximize every opportunity.
ASSIGNMENT
Route records to the right rep fast
Traction Complete’s automation instantly routes leads to the right rep using intelligent, customizable rules. By removing manual tasks and delays, your sales team can engage prospects faster and boost conversion rates. With every lead handled at the right moment, but the right rep, your sales cycle moves quicker, and efficiency soars.
CASE STUDY
How Cisco improved lead & account assignment accuracy
Complete Leads allowed Cisco to overcome painful bottlenecks in their lead routing with faster assignments. They were able to improve the accuracy of their lead routing, save time, and maintain a clean database
150%
improvement in assignment accuracy
100%
accurate records
Over 2 million
Cameron Barnes, Senior Manager Marketing Operations, Cisco
Our customers get results
“Game-changer for Sales Operations Teams”
“Their tools, especially for lead routing, have saved me an incredible amount of time and eliminated the frustration of manually assigning leads. The automation ensures that leads are routed accurately and efficiently to the right sales reps, which has significantly improved response times and productivity across the team.
Our match rate has increased exponetionally, along with our follow-up time, ensuring speed to lead is a top priority.”
Sales Operations Specialist
Jess Tyler
“Complete leads is a game-changer when it comes to lead matching and routing in Salesforce, ensuring teams stay in sync and close deals faster.”
This powerful suite transforms the way revenue operations teams manage and optimize data. The tools are intuitive and highly effective at keeping data clean, connected, and incredibly easy to work with, leading to substantial productivity gains.
GTM Operations Manager
Patrick Platon
“Amazing tool, the Rolls Royce of lead routing and automation"
“The tool is powerful, comprehensive, but also super versatile. There is a lot that can be customized and worked on, and their customer support is stellar. Our implementation was smooth and easy to follow.
Sr. Marketing Strategy & Operations Manager
Daniel Foulkes Leon
FEATURES
Optimize your lead management in Salesforce
Seamless Integrations, Limitless Possibilities
Frequently asked questions
What is lead routing in Salesforce?
Lead routing in Salesforce is the automated process of assigning inbound leads or uploaded leads to the appropriate sales representatives or team members based on predefined criteria, ensuring quick and efficient follow-up.
How is Traction Complete different from Salesforce Native Lead Assignment?
Salesforce Lead Assignment is great for simple routing but becomes hard to manage as complexity grows.
Traction Complete streamlines matching and routing with an intuitive drag-and-drop interface.
How is Traction Complete different from Salesforce Flows?
Salesforce Flows is flexible but requires custom setup for lead routing.
Traction Complete offers built-in matching, SLA management, and round-robin distribution. It enables quick changes and scales automatically.
Are Traction Complete’s solutions 100% native to Salesforce?
Yes! Traction Complete’s suite of products are available on the Salesforce AppExchange. They are installed directly into your Salesforce org which means no extra logins and your data never leaves your org.
GET STARTED
See what intuitive lead routing can do for your speed-to-lead
Speed up, sell more, and keep your revenue teams in sync with the most flexible lead-to-account matching and routing solution built for Salesforce.
Here’s what you can expect after filling out the form:
Tell us your challenges
Every business is unique. Our intro call is an opportunity to understand your business, goals, and the specific challenges you face with Salesforce.
In our second call, our sales and solution consultants will work together to demonstrate how our suite can address your unique challenges.
Get a tailored demo
Meet your dedicated team
Ready to work with us? We'll introduce you with your dedicated Customer Success Manager and Account Manager, ensuring a seamless transition and setup with our suite.
Book a personalized demo
©2025 Traction Complete. All rights reserved.
