Case Study: Privy eliminates custom coding for account assignment with Traction Complete

Privy eliminates 15 hours of engineering time per month with Traction Complete

Privy, an eCommerce marketing platform, faced a significant operational bottleneck as its sales team relied on a custom-coded account assignment tool. This solution required extensive engineering support, consuming 10-15 hours per month to make even minor changes and delaying updates by up to a week. The rigid system also caused accounts to be incorrectly reassigned, creating confusion and eroding trust in their Salesforce data.

By implementing Traction Complete's Complete Leads, Privy empowered its Sales Ops team with a drag-and-drop interface to manage assignment rules and round-robins in minutes without any engineering backlog. This eliminated the 15 hours of monthly engineering effort entirely. Furthermore, using Traction Complete's Complete Hierarchies provided new visibility into customer and partner relationships, unlocking opportunities for up-sell and revealing whitespace.

Privy