Traction Complete
23 Case Studies
A Traction Complete Case Study
The University of Notre Dame faced a challenge with fragmented and duplicate account data in Salesforce, which slowed down fundraising and engagement efforts. This made it difficult to see the full picture of corporate and alumni relationships, creating risks during a system migration. To address this, the university turned to vendor Traction Complete and its product, Complete Hierarchies.
Traction Complete's solution automated the linking of accounts using DUNS numbers to build corporate family trees directly in Salesforce. This provided a 360-degree view of accounts, eliminated data silos, and enabled safe deduplication without losing critical donor history. The results reduced manual effort, improved fundraising visibility, and empowered multiple university teams to collaborate on a more connected engagement strategy.