Mediafly vs. Traction Complete

If all of your data isn't consolidated in one place, this product is less appropriate. If your company or team structure isn't yet developed to the point where you have well defined sales targets based on historical data and accurate forecasting, many of the benefits of Insight Squared's data analysis could be lost on you. Ask yourself first if your sales team is at the point where you're ready to utilise data analytics to scale your sales effectively.

Traction Complete is very well suited for lead to account matching and for automatic, criteria based lead routing and processing. For example, when a lead is created, it can be matched to an account, and Traction Complete can populate account demographics like Industry or Annual Revenue. And once the lead's score reaches a certain threshold, Traction Complete can then evaluate any of the leads data (including the industry and annual revenue that the lead was previously enriched with), route the lead to a person or queue , and at the same time update the lead status and or enrich the lead with information to track funnel progression (e.g., MQL Date, Assigned Date, etc.).

• I love the flexibility that InsightSquared has to offer. We have a number of Salesforce fields that are used in different ways because we aren't strictly a sales company. They have been helping us from the beginning to figure out the best ways to organize our data to get the information we're looking for.
• The Dashboards within the system are great. I wish we used them better than we currently do, but that is a growth area for us. As the admin, I have the capability to setup dashboards for different users who may not be as tech-savy. This is huge because I can play around with them and experiment before we implement for the user.

• Lead to Account matching
• Lead Routing
• Easy to configure and maintain in visual interface
• Many advanced functions to support different types of round robin, scheduling etc.

• I'd love to see the user interface available in other languages, especially Spanish.
• As an administrator, I would like to be able to make more customizations myself. I believe this is on their roadmap.
• When I create a new user in Salesforce, I would like to be able to force InsightSquared to update and immediately enable the new user rather than wait for the normally scheduled update to appear in their system. Right now, it takes about a day for the new user to appear in InsightSquared.

• Functionality for flow version management, e.g. properties / description fields
• Popup windows for flow elements are sometimes hard to move (but could be isolated to Safari)
• Broader self-service customer portal/knowledge base (but the support and customer success functions are very good)

The usefulness of InsightSquared on a day to day basis. Mind you, I don't know of comparable products (other than the Salesforce dashboard, which I'm not a huge fan of; InsightSquared is sexier), so that is also a factor. If I was approached by a vendor with a similar solution and maybe less expensive? It would definitely be a conversation to have

Traction Complete continues to improve and innovate, and their staff does a great job of informing us of new functionality and how we can use it to get more value from Traction Complete. And at its core, it covers a gap inherent in Salesforce CRM - the fact that leads are a standalone object and not connected to the other main CRM objects like accounts, contacts, and opportunities. Traction Complete bridges that gap without requiring us to convert leads to contacts and degrade the data quality of the contact records. This functionality is key to a holistic process from initial inquiry to MQL, SAL, SQL, New Customer, and repeat business.

InsightSquared is easy to use overall. Running reports and creating dashboards is quick and easy - drag and drop functionality. All reports have multi-filter options allowing you to drill down into your data. Scorecards for employees help show how quickly a rep can start selling after they join your team. Activity ratios provide insight into what it takes from a KPI standpoint to close a deal.

It's very usable overall and much easier than using native functionality. If there is anything I'd want to improve, and I'm being critical here, there are a few minor items. 1) It would be nice if the initial load time of flows was faster, but I understand that given the number of elements we have in the assignment flow, I should not expect a two second load time. 2) It would be great if the different flow versions had fields to capture properties/attributes like a verbose description to make version control better. My sense is that it will be available in a future version. 3) When editing flows, every now and then, the pop-up windows of elements are a bit sticky on the screen when trying to move/drag them - however, I usually experience this only in Safari and am often too lazy to fire up Chrome.

Every time I go to use InsightSquared it has been available and fully functional

The Best

InsightSquared has a very responsive team, and always willing to help with reporting needs which are not able to be completed in house. They do offer a professional services team at an additional cost, so if your reporting is very complex, or you have a team that is continuously changing the type of metrics they require as a business, their support team will be an invaluable asset for you.

Incentivized

The support team at Traction Complete has always been responsive, knowledgeable, and professional. They took the time to understand our business needs and helped us during the initial implementation, as well as with configuration changes when needed.

I've been part of 3 implementations, and the Traction Complete team has always met or exceeded expectations and delivered on their commitments/promises.

Our internal SF team looked at some alternatives that Salesforce already provides, as well as Tableau which we use internally. InsightSquared is preferred within our org because it is tailored for sales analytics and is easy to get up and running with meaningful components quickly if our leadership needs to get specific graphs.

Incentivized

Traction Complete offered more ease of use, less complexity, and an overall lower cost of ownership compared to other options. And while Salesforce can handle some of the automation, which requires more technical skill to configure, it does not provide the lead to account matching.

• Since implementing Mediafly we have seen 140% higher ARR in deals.
• Win rates have increased by 45%.
• Our value consultants are able to take on 2x more deals at a time.

Incentivized

• Faster actioning of leads by routing them to the correct user without manual review
• Improved lead segmentation based on matched accounts demographics
• Lower maintenance of lead assignment and automatic processing