Traction Complete

RevOps: What you see vs. The reality 😱 Ever wonder what the role of RevOps really entails? Spoiler alert 🚨 it's a lot! From the outside, RevOps might look like seamless automation and masterful data flow, but the reality is more like a chaotic juggling act. Days are filled with cleaning bad data, building automation from scratch, putting out daily fires, and dealing with quick fixes (that aren't so quick). We know our #RevOps friends would agree 😅 We see you and appreciate you 🤝 (and if you want a little help with taking some of these tasks off your plate... we might know someone 🤫)

Think your data's ready for AI? Think again 🤔 Data silos, inconsistent formatting, and poor data quality (think duplicate records or incomplete fields) will hinder your AI implementation. Even worse, you could be getting inaccurate or biased results from AI without even realizing 😱 So how do you get started? 💪 Take control of bad data by mass merging existing duplicate records and preventing new duplicates from entering your Salesforce. 🌊 Reduce data inconsistencies by standardizing pick lists and values as data enters your CRM. The result? Unified data and better readability for AI. 🔭 Build better AI insights by getting the entire context around your customer. How? By connecting leads, accounts, and related records to their global ultimate parent. Want to take the first steps to getting AI ready? Learn how by downloading our comprehensive Agentforce Readiness guide and chechlist in the comments below👇

#RevOps teams rely on their tech stack to help with the heavy lifting 💪 So how do your tools and tech stack support your marketing, sales, and customer success teams? Do your vendors only reach out when it's time for renewal? Or are you getting the support you need throughout the entire year? Most importantly, are you getting the value you need from your tools 🤔 Here are some of the top factors to consider when renewing your lead routing in 2025 👇 1️⃣ Customer success vs. customer support Customer success understands your goals and use cases. They should be your partner, an extension of your company. Without customer-driven support, you could reach out when you need help and be randomly assigned to someone. But if it's their first time working with your company, they won't always understand your struggles or the full extent of what you're trying to do with the product. 2️⃣ Has your lead routing use case changed as you've scaled? As your business grows and your go-to-market strategy changes, will your lead routing tool support new use cases and everything you want to do? If the answer is no, are you getting the full value for what you're paying? You should be able to ask your lead routing partner how they're thinking about feature development, what their roadmap looks like, and how your use case will scale as your business grows. 3️⃣ Are you using it as a point routing solution or can it route more than leads? It’s not just important to consider if your lead routing tool meets your immediate needs. What else can that solution do for you and your team? Can you route opportunities, cases, custom objects, and beyond? Think of it this way. Lead routing tool A can handle automated lead routing, matching and enriching records, and improve the accuracy of your lead assignment. But what if lead routing tool B can do all those things and allows you to route custom objects and trigger other automation based on your assignment flow? 4️⃣ What gaps across your entire tech stack could be consolidated? Should you pay for multiple tools when you can work with a vendor that offers a consolidated solution? Aligning with one solution enforces that your entire team will deliver across the customer journey. 5️⃣ What does your security look like? When considering what tools and third-party applications to use in your #Salesforce CRM, it’s important to understand how these integrations impact your data security. Many apps on the AppExchange take data outside of your CRM for processing or operations. Ultimately, the safest place for your data is inside your Salesforce CRM. That’s why when choosing what tools are best for your organization, you can greatly limit risk using an app that’s 100% native to Salesforce.

Our team is no stranger to a good personalized song (we're looking at you Complete All-Star and MVT winners)... but a song of our own? That might just solifiy RevOps Co-op as one of the best partners around 🥰 We're stoked to party it up with y'all in New Orleans 🎉 🎷 Who else will we be seeing there? 👀

Your initial #AI implementation will set the scene for any AI pilots going forward. Start by covering all your data bases. From data hygiene to implementation best practices, learn how to avoid common pitfalls and set your AI initiatives up for long-term success. Check out the entire conversation with Ernesto V. and Maschal Malek here > https://lnkd.in/g-8WYCdg

🎯 Ready to take your sales career to the next level? We're seeking a Business Development Rep to help us fuel our growth! In this role, you’ll be the first point of contact for potential customers, driving new opportunities and helping us hit our revenue goals. If you’re passionate about sales and eager to grow with us, let’s chat! Deets in the link below 👇

🚀 We’re growing! Traction Complete is on the hunt for a Talent Acquisition Specialist 🚀 You will primarily focus on talent acquisition, playing a key role in sourcing, attracting, and hiring top talent. This role will also support various HR functions to ensure a seamless people experience. Think you’ve got what it takes? Apply now! 👇 #hiring

A study by the Harvard Business Review found that professionals who regularly set and reviewed their goals were 10x more likely to achieve career advancement than those who didn’t 🚀 If you're looking to crush your MOPS goals in 2025, you don’t want to miss MOPS in 2025 – A Roundtable for Ops Experts. But here’s the kicker, there are only a few spots left in THIS Friday’s event! 🚨 Join two powerhouse MOPs pros: 👉 George Samaras - Director of Marketing Ops & Tech at Coveo 👉 Sarah Jenkinson - Marketing Ops Manager at Traction Complete This interactive roundtable is your chance to: 💥 Get the top MOPS trends for 2025 💥 Lock in proven MOPS resolutions for the new year 💥 Connect with other MOPS pros in live discussions + Q&A No recordings. No FOMO. Just real talk and actionable insights to help you stay ahead in 2025. 🗓️ It’s all going down this Friday, January 10 at 10:00 AM PST / 1:00 PM EST. Ready to get started? Grab your seat at the table here > https://lnkd.in/g45FpxjQ

Whether your business is in its early stages, quickly growing, or rebuilding from a spin-off or acquisition, clean account data is a must. Hear from our friend Jake Toepel at LeanScale on how Traction Complete is helping their customers clean their CRM and ensure it stays duplicate-free 👇

As we wrap up the holiday season and step into the New Year, the Complete team has been recharging and making the most of winter ☃️ From flyin' to plungin' to snoozin', we've been embracing the festive season in all sorts of ways ❄️ Check out what our team has been up to as we gear up for another big year ahead 😎