Case Study: Kantata reduces lead processing time from days to hours with Traction Complete

Kantata cuts lead processing time by 96% with Traction Complete

Kantata, a provider of professional services automation software, faced significant challenges with manual lead processing. Their marketing operations team spent days manually matching inbound leads to the correct accounts and sales territories within Salesforce, a process that was inefficient, error-prone, and delayed critical follow-up with potential customers. To solve this, they implemented the Complete Leads solution from Traction Complete.

Traction Complete's solution automated Kantata's complex lead-to-account matching and territory assignments by evaluating both standard and custom Salesforce objects. This resulted in a 96% reduction in processing time, cutting it from several days down to just hours. The automation improved assignment accuracy, eliminated errors, and ensured fair lead distribution, allowing Kantata's team to respond to new opportunities much faster.

Kantata