Case Study: Planet reduces duplicate accounts and streamlines sales operations with Traction Complete

Planet reduces duplicate accounts by 40% with Traction Complete

Planet, a leading provider of payment solutions, faced significant data quality and operational challenges following several acquisitions, which resulted in a high volume of duplicate accounts and contacts within Salesforce. Their inefficient, manual processes for lead routing and opportunity categorization led to delays, inaccurate reporting, and potential commission discrepancies. To tackle this, Planet partnered with Traction Complete to implement its Complete Clean and Complete Leads solutions.

By leveraging Traction Complete's automation capabilities, Planet automated its deduplication and lead routing processes. This resulted in a 40% reduction in duplicate accounts, the instant assignment of new leads, and the accurate categorization of sales opportunities. The solution identified an additional €4 million in previously miscategorized cross-sell deals and transformed processes that took days into minutes, leading to substantial time savings and more reliable data.

Planet