Case Study: Cresta overhauls territory planning and lead routing with Traction Complete

Cresta reduces manual lead routing by 100% with Traction Complete

Cresta, a high-tech company that provides an AI-powered platform for customer contact centers, faced challenges scaling its go-to-market operations due to a lack of visibility into enterprise account hierarchies in Salesforce. This led to manual lead routing, frequent misassignments, and duplicate accounts, which created territory confusion and slowed sales rep response times. To address this, they turned to the vendor Traction Complete and its solutions for hierarchy visibility and lead management.

By implementing Traction Complete's Complete Hierarchies and Complete Leads, Cresta automated its lead-to-account matching and routing processes. The solution provided a complete, real-time view of account relationships, enabling precise territory planning and eliminating manual work. As a result, Cresta achieved a 100% reduction in the time spent manually routing leads, improved Salesforce data hygiene, and gained the ability to instantly identify new opportunities within its enterprise accounts.

Cresta