Mailshake is a suite of tools for teams sending sales emails, including pre-written emails, follow-up scheduling and send controls, merge fields and customization / personalization, in-built monitoring, and both an API and Zapier integrations, notably with Gmail and Google Suite.
$50
per month
Traction Complete
Score 8.6 out of 10
N/A
Traction Complete develops software that enhances the native capabilities and functionality of Salesforce, with a complete suite of solutions for effortless account hierarchies and simplified, seamless lead management.
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.).
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.
I found it pretty good - we were able to put email templates and campaigns together almost immediately. The reason I gave it an 8 is because if you want to edit those templates, the saving and making sure they were part of the campaigns was a little tricky and not intuitive.
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.
Quick support. They offer very extensive and detailed tutorials on how to use the tool, as well as how to succeed in sending emails the right way. It probably reduces the number of support tickets and general support needs. The videos make it very easy to use their solutions. Great way to educate new clients.
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.
You can use Mailchimp or SendGrid for similar use, with Mailchimp the email automation is limited, and SendGrid holds up quite well. However, Mailshake is strictly designed and well equipped for email outreach and unusually cold emails, and its usability is second to none.
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.
I'd say it was a net negative for us because the initiative did not lead to sales for us. It was probably HOW we were using it, and not the fault of the product itself. If you have luck with cold emails, and just need a new platform, Mailshake could be a great, and inexpensive option. Our loss was mostly employee time, and learning what doesn't work for us is a positive in the end.
