Microsoft CRM, Salesforce.com, Power BI, Odoo ERP

Often, IT providers focus on selling you a "tool" like CRM, ERP, Analytics/BI, and others in order to facilitate sales and service to your clients.  However, often companies find that once installed and trained, teams begin to drown in the complexity and data-overload that comes with most IT systems today.  

At Traction, instead of selling you on a tool, we help you create and execute a three-year plan to fully utilize  your toolset, and help teams achieve your strategic corporate initiatives for many years to come through continual training and mentoring, dead-simple interfaces, and automated actions to drive engagement and productivity.

 
Undisclosed
 
$150 - $199 / hr
 
10 - 49
 Founded
1999
Show all +
Wixom, MI
headquarters
  • 28525 Beck Road, Suite 105
    Wixom, MI 48393
    United States

Focus

Service lines
  • ERP Consulting and SI
  • CRM Consulting and SI
  • BI & Big Data Consulting & SI
Client focus
  • Midmarket ($10M - $1B)
  • Enterprise (>$1B)
  • Small business (<$10M)
Industry focus
  • Manufacturing
  • Financial services
  • Business services
Mobile platforms
Mobile focus
Frameworks and CMS
Programming & scripting
Application platform
BI & big data focus
BI & big data solutions
CRM functions
CRM solutions

Portfolio

Power BI / SQL Data Warehouse Image

Power BI / SQL Data Warehouse

As Peter Drucker once said - 

“What gets measured gets managed.”

Measuring your business today takes lots of data - from ERP, CRM, Spreadsheets, and email.  But how best to collate and present it in order to "manage it" all?

Fortunately, Traction has you covered.  We have over 20 years direct experience working with clients to solve their data challenges.

With strategies

for Data Aggregation, Data Warehouse building, and BI / Analytics presentations - we can truly "grab data from anywhere" and provide you with rich dashboards and reports to empower managers and directors to move your business forward.
Salesforce.com Implementations Image

Salesforce.com Implementations

Implementations of Salesforce.com are often cited as “failing” due to four main factors – lack of strategy, bad or incomplete data, complex or confusing interfaces, and inadequate training of end-users.

That’s why we developed our CRM QuickStart package. Simply put, it is designed to get your CRM system up-and-running quickly, adhering

to best-practices right from the beginning, all while instilling proper discipline in team usage.

By encapsulating strategy, mentoring, data integration, system simplification, and end-user training, all within a single package, we can ensure that your investment will return good ROI, and your implementation will succeed.

Our unique process is executed fast - taking two weeks from start to finish. Whether you currently have or are thinking about Salesforce.com, we provide your team with the tools, processes, and knowledge to tackle your sales and service processes head-on, while serving as a solid foundation for many years to come.
Dynamics CRM Implmenetations Image

Dynamics CRM Implmenetations

Implementations of Microsoft CRM are often cited as “failing” due to four main factors – lack of strategy, bad or incomplete data, complex or confusing interfaces, and inadequate training of end-users.

That’s why we developed our CRM QuickStart package. Simply put, it is designed to get your CRM system up-and-running quickly, adhering to

best-practices right from the beginning, all while instilling proper discipline in team usage.

By encapsulating strategy, mentoring, data integration, system simplification, and end-user training, all within a single package, we can ensure that your investment will return good ROI, and your implementation will succeed.

Our unique process is executed fast - taking two weeks from start to finish. Whether you currently have or are thinking about Microsoft CRM, we provide your team with the tools, processes, and knowledge to tackle your sales and service processes head-on, while serving as a solid foundation for many years to come.
Law Practice Manager for Microsoft Dynamics Image

Law Practice Manager for Microsoft Dynamics

Law Offices are a fast-paced work environment, with staff often juggling multiple cases, documents, and court dates at the same time. While some can "get by" using simple spreadsheets and an Outlook calendar, others see the risk. They require a complete management solution to ensure all cases and documents are tracked efficiently, dates and tasks are captured, disseminated, and

communicated throughout the firm, and accurate billing is captured in real-time. For those companies - we offer CRM Law for Microsoft CRM.

Key Advantages:

  • Cloud-based - no IT management required
  • Matter-centric - 360 visibility into every case
  • Automated - Reminders, follow-ups, tasks - never miss a filing date
  • Document Management - via SharePoint Online
  • File Sharing - with Clients and Staff alike
  • Outlook Integration - capture every email, every note, every appointment
Family Office Planner for Microsoft Dynamics Image

Family Office Planner for Microsoft Dynamics

Family Offices provide valuable assistance to growing family businesses and their heirs.  However, tools to help keep track of communications and streamline work processes are often lacking.  Leveraging email and spreadsheets alone within these mission critical data environments can lead to missed opportunities, miscommunication, and delayed informational awareness.

To that, Traction has worked with other Family

Offices to develop a template for Microsoft CRM, custom-tailored to help organize and streamline communications within the Family Office.

Our template helps you track communications, tasks, and follow-ups related to your family's Investments, Assets, Bankers, Advisors, Insurance, and Claims.  It allows you to better visualize your portfolio across Entities, Asset mix, and Investor Splits.  It provides for segregated reviews of Advisor's investments under management, and aides in the capture of actionable intelligence and performance KPI's. And it provides facilities to manage your complete set of insurance policies, while keeping track of claims in process.
JustBots For Sales - Your Executive Assistant for Microsoft Dynamics and Salesforce.com Image

JustBots For Sales - Your Executive Assistant for Microsoft Dynamics and Salesforce.com

Ever feel like you are "so busy", you'd benefit from your very own Executive Assistant?  Who wouldn't?!  That's why at JustBots, we've developed the first completely automated Executive Assistant for Microsoft Dynamics CRM and Salesforce.com.  

With JustBots for Sales, you now have that "extra hand", reminding you about appointments you just had, and "interviewing" you to get all of the information out of your head,

and put into CRM - where it belongs.

Submit call reports, kick-off Cases, log new Opportunities, and identify your Next Step Tasks - Our automated agent interviews you, engaging you after each and every meeting to update CRM - so you don't have to.
Monday Morning Quarterback Image

Monday Morning Quarterback

Get In The Game!!

Automated Email-based Reporting System for Microsoft CRM.  Converts any Advanced Find in Microsoft CRM into an automated report.  Can be scheduled Daily, Weekly, Monthly, Quarterly, etc.

https://www.crm-appstore.com/products/MondayMorningQuarterback/2013

Reviews

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ERP Development for Language Solutions and Expatriate Services Company

“I can text their owner immediately whenever I need to, and they've just been a really good partner.”

Quality: 
5.0
Schedule: 
5.0
Cost: 
5.0
Willing to refer: 
5.0
The Project
 
$200,000 to $999,999
 
Sep. 2019 - Ongoing
Project summary: 

Traction provides IT services and works on an array of developmental projects for a training services company. They create APIs to facilitate communication between the platforms and customized CRM.

The Reviewer
 
501-1000 Employees
 
Troy, Michigan
Robert Fulk
Executive Vice President, Global LT
 
Verified
The Review
Feedback summary: 

Traction’s efforts consistently met the mark. The team is resourceful, skilled, and truly invested in their clients’ work. Customers can expect a team that can assess needs as efficiently as they solve them.

A Clutch analyst personally interviewed this client over the phone. Below is an edited transcript.

BACKGROUND

Introduce your business and what you do there.

I'm an executive VP of strategy and product, and co-president at a training services company. We provide language training, cultural training, translations, and white-glove concierge services.

OPPORTUNITY / CHALLENGE

What challenge were you trying to address with Traction?

We have a big ERP system, based on Microsoft Dynamix, so we wanted to streamline the processes that were built years ago. Then, we had to deploy a new cloud-based CRM and had to integrate it with our back-office systems. We're also building an entirely new platform for the company. 

SOLUTION

What was the scope of their involvement?

Traction was brought in to build out the API's, data services, and allow the back-office systems to communicate with the modern AWS system. They changed our dashboards, to make the work queues easier, and also automated a lot of the work and the process that was happening there. They helped us upgrade the process behind the scenes and the ERP system to help us reduce that cost.

Then, they worked with our sales and marketing team to define what our process is like, along with our stages. They helped with the training and consulting side of what we need from a sales process. They also re-did that process with our Salesforce and customized it.

The other big project they've been doing involves a lot of custom API's and EDI interfaces for a modern platform we spent a year building out with a different vendor. All of our licensing is through them for Microsoft systems. We deploy Odoo to be our marketing engine, for lead generation and emails, too, and they're integrating that with Salesforce.

What is the team composition?

We have one key project manager and sometimes use a second one depending on the project. Typically, we have three key people for different reasons and other project managers as needed.

How did you come to work with Traction?

The vendors we were dealing with were charging too much and taking months to finish projects, so I decided to change vendors. Traction was a referral and they've been doing such a great job. Sometimes I feel like they even under-bill me. They're good partners and good people.

How much have you invested with them?

We've invested somewhere between $100,000–$500,000. 

What is the status of this engagement?

September 2018, and our engagement is ongoing.

RESULTS & FEEDBACK

What evidence can you share that demonstrates the impact of the engagement?

They get things done quickly, they're fast, they respond quickly, and they don't do things at night or during the weekend if they need to. A lot of things they do touch are our production systems, which they know, so they know when to work on them and when not to. 

How did Traction perform from a project management standpoint?

Their responsiveness has been great. I can text their owner immediately whenever I need to, and they've just been a really good partner.

What did you find most impressive about them?

They will come in and do the needs analysis and scope out the project and be a good partner and understand the workflows and the business and all that entails. They don't expect me or others to assess our needs, and I trust them to get that done properly. Everyone claims to be a strategic partner, but they're actually in our business and are supportive of the many processes and systems to sit with the staff. They take responsibility for our success and do what they need to in order to streamline the work.

Are there any areas they could improve?

No, there haven't been any surprises or issues. If anything, I'd like to see them grow and get bigger.

Do you have any advice for potential customers?

I wouldn't be rigid with what you need or want. I would allow them to come in as a partner and trust them to come in. They're very good at defining what you need.

5.0
Overall Score
  • 5.0 Scheduling
    ON TIME / DEADLINES
  • 5.0 Cost
    Value / within estimates
    They give incredible value for the money.
  • 5.0 Quality
    Service & deliverables
  • 5.0 NPS
    Willing to refer

CRM Consulting for Transportation Tech Support Company

"They truly care about our needs and do their best to improve our business."

Quality: 
5.0
Schedule: 
5.0
Cost: 
5.0
Willing to refer: 
5.0
The Project
 
$50,000 to $199,999
 
June 18 - Ongoing
Project summary: 

Traction Consulting Group provides support across a variety of projects. They helped integrate reports with an existing Salesforce account, and more recently, consulted on implementing the Power BI tool. 

The Reviewer
 
51-200 Employees
 
Warren, Michigan
Tina Martin
Project Manager, Bosch EAA
 
Verified
The Review
Feedback summary: 

The efforts have contributed to a productive engagement, satisfying expectations each time. Traction Consulting Group proves to be dedicated and innovative; their team provides useful insight for every question and brings creative ideas to the table. 

A Clutch analyst personally interviewed this client over the phone. Below is an edited transcript.

BACKGROUND

Introduce your business and what you do there.

I’m a project manager for an entity with Bosch called engineering analysis associates. We handle contracts for several different OEMs, tracking projects from start to finish and deploying resources for customers’ needs.

OPPORTUNITY / CHALLENGE

What challenge were you trying to address with Traction Consulting Group?

We were originally tracking all of our projects in Excel, but had recently switched over to Salesforce. We needed Traction Consulting Group to improve our CRM by creating programs and smoothing out our workflow.

SOLUTION

What was the scope of their involvement?

Typically, I consult with Traction Consulting Group whenever we have a need, and they’ll work with our requirements. The first main project we used their services for was to integrating our expense reports into Salesforce, create the necessary programming, and determine the flow of our invoices. Joe (President, Traction Consulting Group) came in and met with us several times to ensure he understood the requirements and gave us project updates until completion.

For the second project, Traction Consulting Group consulted with us on using the Power BI tool for our business. The tool, an interactive data visualization product, was deployed after Joe met with us a few times, explained the various offerings, and provided reports. 

What is the team composition?

Joe and about 4–5 others from Traction Consulting Group work with us on various projects. 

How did you come to work with Traction Consulting Group?

We researched online and asked Traction Consulting Group and a few other companies to come in for a meeting. After asking specific questions about our company, we felt most comfortable with Joe. He seemed to understand our needs and like he could take Salesforce development to the next level.

How much have you invested with them?

We’ve spent around $50,000. 

What is the status of this engagement?

We’ve been working together since June 2018, and we still use them for other projects.

RESULTS & FEEDBACK

What evidence can you share that demonstrates the impact of the engagement? 

Since our project is a bit unique, we don’t have specific metrics, but everyone is impressed with their work. They get it done correctly and on time. 

How did Traction Consulting Group perform from a project management standpoint?

They always meet our goals and deliver work quickly. For example, this morning, I had requests for adding fields to a report, and they handled it within an hour. They’re excellent as far as timeliness. 

What did you find most impressive about them?

They truly care about our needs and do their best to improve our business. With Salesforce and the Power BI tool that they introduced to us, they are a cutting-edge company with many options and ideas. 

Are there any areas they could improve?

No, there’s nothing to improve. 

Do you have any advice for potential customers?

I’d definitely recommend working with them. 

5.0
Overall Score
  • 5.0 Scheduling
    ON TIME / DEADLINES
    They're in contact with us regarding their progress and meet our schedule.
  • 5.0 Cost
    Value / within estimates
    They're definitely worth the money.
  • 5.0 Quality
    Service & deliverables
    They've always been very responsive and meet our needs every time.
  • 5.0 NPS
    Willing to refer
    They're an excellent business partner.

ERP Development for Industrial Materials Company

"What I’m still in awe of is how they’ve handled our really different service side." 

Quality: 
4.5
Schedule: 
4.0
Cost: 
4.0
Willing to refer: 
5.0
The Project
 
$50,000 to $199,999
 
Apr. 2018 - Ongoing
Project summary: 

Traction Consulting Group implemented a product-focused ERP system and integrated custom capabilities, including a service-focused solution. They’re currently producing customer-facing features.

The Reviewer
 
51-200 Employees
 
Jackson, Michigan
Beth Yoxheimer
President, Libra Industries, Inc. of Michigan
 
Verified
The Review
Feedback summary: 

Working to deliver a comprehensive industrial products and services sales environment, Traction Consulting Group delivers value to both customer-facing and internal processes. Their understanding of the client’s business proposition has empowered them to create bespoke solutions.

A Clutch analyst personally interviewed this client over the phone. Below is an edited transcript.

BACKGROUND

Introduce your business and what you do there.

I’m the president of Libra Industries, Inc. of Michigan. We’re an employee-owned company with both a product side (selling industrial products and uniforms) and a service side (glove recycling that services direct automotive manufacturers).

OPPORTUNITY / CHALLENGE

What challenge were you trying to address with Traction Consulting Group?

We were looking for an ERP provider and kept hit stumbling blocks finding someone that could handle both our service and product sides. The product side is a more typical use-case for an ERP system.

SOLUTION

What was the scope of their involvement?

We picked an Odoo ERP system, which is a non-traditional option. Traction wrote the entire service side from scratch and integrated it with the full solution. Currently, the solution handles our sales, accounting, and purchasing, but Traction is working on further customer-facing customizations like automatic order tracking (physical tracking of delivery trucks). The goal is to allow people to log into the site and have the Amazon-type experience they want.

What is the team composition?

Susan handles our administration, and Eric and Peter (Account Manager, Traction Consulting Group) are also working on the project. Joe (President, Traction Consulting Group) is our main point of contact, however.

How did you come to work with Traction Consulting Group?

There was another option we were looking at, and we were excited about the dynamic product-side, but our service side would have been neglected. We liked Traction’s experience in several different areas and got a good feeling from talking with Joe. He seemed to understand that the service part of our business was what made us unique, and he had a solid programming background.

How much have you invested with them?

We’ve spent $140,000 so far.

What is the status of this engagement?

Initial conversations began in April 2018, and we signed with them in late fall. The Odoo system went live in January 2019.

RESULTS & FEEDBACK

What evidence can you share that demonstrates the impact of the engagement? 

We’re starting to see some efficiency benefits—allowing people to work on other projects. The metric improvements in sales and other categories are coming down the road, but this is going to help take our company to the next level. It’s going to be the main building block for us moving forward. I wasn’t expecting this to be such a far-reaching project when we started nine months ago, but it’s going to have a great impact. I’m satisfied with what they’ve delivered so far.

How did Traction Consulting Group perform from a project management standpoint?

Early on, there wasn’t much clarity, and I thought there would be more hand-holding. We had a first week implementation and then they pulled back. But, we worked through it, and Joe is pushing now to meet and plan the next steps.

There have been one or two delays because of third-party services they’re dealing with, but they’ve been good overall. We couldn’t have found someone better to work with.

What did you find most impressive about them?

What I’m still in awe of is how they’ve handled our really different service side. They wrote that whole piece using custom code and integrated it into the Odoo system. It works the best out of every piece we have, which is really good for us, as it’s what sets us apart.

Do you have any advice for potential customers?

Make sure you understand what their support level will look like for implementation. Learning how to use the system ourselves may have helped us learn it better, but make sure to talk about expectations.

5.0
Overall Score While I have had some small issues, I couldn’t have picked anyone better.
  • 4.0 Scheduling
    ON TIME / DEADLINES
  • 4.0 Cost
    Value / within estimates
    We’re going to spend more than I expected, but they were competitive compared to other quotes we received.
  • 4.5 Quality
    Service & deliverables
    Some deadlines have been pushed out.
  • 5.0 NPS
    Willing to refer

Data Warehouse & Consulting for IT Staffing Company

"I’ve dealt with a lot of vendors, and they were by far my best vendor experience."

Quality: 
5.0
Schedule: 
5.0
Cost: 
5.0
Willing to refer: 
5.0
The Project
 
$10,000 to $49,999
 
2015 - Ongoing
Project summary: 

Traction Consulting is developing proprietary software solutions. They centralized and optimized the invoice process, are working on a purchase order system, and use Azure, CSS, HTML, Java, and Lotus Note.

The Reviewer
 
1001-10,000 Employees
 
Detroit, Michigan
Elyse Sherman
ePMO Director, Strategic Staffing Solutions
 
Verified
The Review
Feedback summary: 

Payments are more accurate and suppliers are saving $5,000 per month. Traction invests time to understand a business and is willing to work outside of normal hours to complete a job. They are eager to improve, they clearly layout everyone’s responsibilities, and they showcase their creativity.

A Clutch analyst personally interviewed this client over the phone. Below is an edited transcript.

BACKGROUND

Introduce your business and what you do there.

During this project, I was Director of the Enterprise Portfolio Management Office (ePMO) at Strategic Staffing Solutions. We’re an IT staffing, recruiting, and solutions firm.

OPPORTUNITY / CHALLENGE

What challenge were you trying to address with Traction Consulting Group?

We needed help with development work.

SOLUTION

What was the scope of their involvement?

They built two completely proprietary systems. One is our firms nerve center that runs our entire business. It integrates all the invoicing; it’s a time entry system, and there’s a frontend workflow form in Domino. As a whole, it captures all our financial data and does some very complex reporting and commissions off of it.

At the end of last year, they designed a tool that automatically looked at the timecards, marked everything as paid, generated the invoices, and sent them over to our accounts payable software. This way, our suppliers could stop invoicing us.

They’ve also helped with different forms and workflow data. They made sure we had a reportable data warehouse and they did replications for third-party tool integration. A lot of it was being able to talk through a business problem, understanding our systems as well as our business, and coming up with a solution that not only got results, but also fit with our quirky people that aren’t very technical, as well as our systems, which are very proprietary.

They used Microsoft SQL servers, SQL Server Reporting Services (SSRS), Talend for ETL (Extract, Transform, Load), SharePoint, Lotus Note, Azure, WordPress, CSS, HTML, and Java. Currently, they’re still working on innovative projects to help us focus on our core business such as a purchase order (PO) system.

What is the team composition?

My main contact was Ian, their Senior Consultant, but I also worked with the owner, as well as an Account Manager.

How did you come to work with Traction Consulting Group?

They were doing some very small pieces of work for my organization. When I become the ePMO director, we solidified the relationship. I believe we found them years ago, through one of our developers.

How much have you invested with them?

We’ve spent over $1 million.

What is the status of this engagement?

We’ve been working together since 2015.

RESULTS & FEEDBACK

What evidence can you share that demonstrates the impact of the engagement?

It stopped our suppliers from having to send us invoices, which made us a more preferred vendor. It also cut down overpayments and underpayments, because it’s all automated now. Our suppliers were probably losing $5,000 a month, and now Traction’s working on another solution that will stop leakages of $7000-$10,000 a month on non-billable expenses.

How did Traction Consulting Group perform from a project management standpoint?

I’m in a new position now, so they’re doing more of the project management, and switched to fancy software two weeks ago. Prior to that, we used a more traditional, Agile methodology. They help us to understand what the deadlines are, what our part is, and they make sure we stick to it. If we’re running off track, they let everybody know what that means. They use a Gantt chart as a production control tool, and they give the team the dummy version.

They’ve done a really good job understanding our business. They break things down to the business stakeholders using a really simple three-bullet PowerPoint, so that the business understands how they can motivate Traction.

What did you find most impressive about them?

I’ve dealt with a lot of vendors, and they were by far my best vendor experience. Our problems were theirs, so when I expected my employees up at 6:00 in the morning to make sure a job ran, the Traction team was also up, notifying us. They care about the business just as much as we do. They also spent a lot of time in non-billable resources just educating themselves, so that they weren’t just order takers. They were an extension of us.

They did stellar work and they’re really smart. Ian is a very complex thinker. He’s super intelligent with creative solutions and proprietary systems. It saved me a ton of money because he could grasp what I was saying and took time to understand our business.

Are there any areas they could improve?

They’re open to constructive criticism given for their own improvement.

Do you have any advice for potential customers?

Be open to hear their suggestions because they touch a lot of clients and industries.

5.0
Overall Score They’re a partner, and not just a vendor.
  • 5.0 Scheduling
    ON TIME / DEADLINES
    They communicate well beforehand if the project is running behind schedule.
  • 5.0 Cost
    Value / within estimates
    They have a really good rate.
  • 5.0 Quality
    Service & deliverables
  • 5.0 NPS
    Willing to refer

Microsoft BI Dashboard Dev for Economic Growth Organization

“Traction’s done multiple demos for some of our senior leaders and they’ve been very excited about what they saw.”

Quality: 
5.0
Schedule: 
5.0
Cost: 
5.0
Willing to refer: 
5.0
The Project
 
$50,000 to $199,999
 
Sept. 2017 - Ongoing
Project summary: 

Traction Consulting developed an interactive business scorecard. They used a Microsoft Power BI to create a dashboard and reports, worked with SQL servers, and facilitated documentation and knowledge-sharing.

The Reviewer
 
201-500 Employees
 
Lansing, Michigan
IT Manager, Economics Dev Org.
 
Verified
The Review
Feedback summary: 

Demos were received well at high, internal levels, and work was finished on time. Traction is pro-active in identifying and communicating problems, and transparent with their progress to date. They are available via multiple channel of communication, and at multiple levels within the firm.

A Clutch analyst personally interviewed this client over the phone. Below is an edited transcript.

BACKGROUND

Introduce your business and what you do there.

I'm the I.T. manager at an economic growth corporation. We focus on bringing in and retaining jobs in our region, so we work with a lot of companies and communities.

OPPORTUNITY / CHALLENGE

What challenge were you trying to address with Traction Consulting Group?

We have a monthly scorecard that we have to create manually. It’s produced as a PDF and distributed, so it’s not dynamic, interactive, or up to date. We wanted to have a company scorecard that was up to date on company metrics, at any moment in time.

SOLUTION

What was the scope of their involvement?

First, we developed a statement of work, as to what we wanted them to do. Then, they worked with our business analyst to nail down the requirements for the interactive scorecard. They used a Microsoft Power BI to develop dashboards and reports for the scorecard. They also taught us about how they built the system, which included thorough technical documentation, so we wouldn’t be lost after the engagement ended. Some of the technologies they work with include Microsoft SQL servers, our Salesforce CRM, and SQL Server integration services.

What is the team composition?

We worked with a Traction developer, but I also had communication with their President.

How did you come to work with Tractions Consulting Group?

We went through an RFP process and looked at three or four companies. Traction’s skillset, especially with our Microsoft tools, made us choose them.

How much have you invested with them?

We’ve spent around $50,000 so far.

What is the status of this engagement?

We’ve been working together since September 2017.

RESULTS & FEEDBACK

What evidence can you share that demonstrates the impact of the engagement?

Traction’s done multiple demos for some of our senior leaders, and they’ve been very excited about what they've seen. Their work fulfilled requirements and came in on time, even though they've had to wait for us to catch up at times.

How did Traction Consulting Group perform from a project management standpoint?

Our business analyst performed the project manager role, but the Traction developer worked closely with our project manager to make sure that work was getting completed. We used our Salesforce CRM to communicate, in which we built a project case, where people could see what had been done, and what was currently being worked on. We also used GoToMeeting and in-person conversations.

What did you find most impressive about them?

Their developer is very active and communicative. He troubleshoots any problems and is proactive in identifying issues with our data warehouse. He works well with senior leadership and is transparent in showing us what he’s created, and what work has been completed.

Are there any areas they could improve?

I can’t think of anything off-hand, but they even come on-site. They’ve very proactive about any additional work that needs to be done.

Any advice for potential customers?

Make sure that you nail down what it is that you want done – your statement of work, your requirements.

5.0
Overall Score They’re transparent, you know what's going on, the developers are on site if you want them to be, and the president visits and ask how things are going.
  • 5.0 Scheduling
    ON TIME / DEADLINES
  • 5.0 Cost
    Value / within estimates
    They're a little expensive, but I guess they're worth the money.
  • 5.0 Quality
    Service & deliverables
  • 5.0 NPS
    Willing to refer
    Proactively identifying issues and delivering a great quality product is worth a little extra money.

CMMS Data Warehouse for Health Firm

“They had a clear understanding of the development process and asked all of the right questions.”

Quality: 
5.0
Schedule: 
5.0
Cost: 
4.0
Willing to refer: 
4.0
The Project
 
$50,000 to $199,999
 
Dec. 2015 - Ongoing
Project summary: 

Traction Consulting Group has built a Microsoft Azure data warehouse for a CMMS and linked it to an analytics tool. The platform manages work orders and reports. They’re currently finishing the project.

The Reviewer
 
10,000+ Employees
 
Greater Detroit Area
Director of Engineering and Operations, Health Firm
 
Verified
The Review
Feedback summary: 

Internal stakeholders applaud the warehouse for its stability and functionality. Throughout the engagement, Traction Consulting Group has communicated clearly and maintained transparency. Their ability to accurately identify project objectives allows them to deliver the desired results.

A Clutch analyst personally interviewed this client over the phone. Below is an edited transcript.

BACKGROUND

Introduce your business and what you do there.

I’m the director of engineering and operations for a health firm. We run the facility and operations for our hospital system.

OPPORTUNITY / CHALLENGE

What challenge were you trying to address with Traction Consulting Group?

Over the years, we’ve completed a couple of different projects with Traction Consulting Group. Their most recent engagement involved our computerized maintenance management system (CMMS), which served as our work order platform. It dispatched assignments to our technicians who served different sites. However, we wanted to improve our team’s productivity in the field and get ahead of our preventative maintenance schedules. As a result, we needed resources to create a data warehouse and reporting suite to track our work orders and management reports.

SOLUTION

What was the scope of their involvement?

Initially, they accessed our CMMS before creating a data warehouse with Microsoft Azure and normalizing all of the data tables. They then connected our business analytics tool, Power BI, to the data warehouse to build data models around our work order management. They’re currently wrapping up with the project.

What is the team composition?

We worked with their president to scope out the project goals and identify what we wanted to do. Their project manager confirmed the scope and oversaw the tasks. There were also other people working behind the scenes.

How did you come to work with Traction Consulting Group?

They’ve been working with our organization for numerous years, now, so I engaged them when I entered this role.

How much have you invested with them?

We spent $50,000.

What is the status of this engagement?

Their work began in December 2015 and is ongoing.

RESULTS & FEEDBACK

What evidence can you share that demonstrates the impact of the engagement?

We’re still in the final stages of the project, so we currently don’t have any concrete measurable results. However, we’re excited about their data warehouse, and its functions have been reliable so far.

How did Traction Consulting Group perform from a project management standpoint?

They’ve been great to work with, and they’re very communicative. We get weekly updates on their progress and schedule. While I don’t know what their specific project management tools are, they share plans, time lines, and member assignments with us. This helps maintain transparency and allows us to see how they track their hours.

What did you find most impressive about them?

They had a clear understanding of the development process and asked all of the right questions. This helped to define exactly what we wanted, which kept them from developing unnecessary features.

Are there any areas they could improve?

No, nothing comes to mind.

Do you have any advice for potential customers?

Make sure to have the right people present when discussing your project needs and desired outcome.

5.0
Overall Score
  • 5.0 Scheduling
    ON TIME / DEADLINES
  • 4.0 Cost
    Value / within estimates
  • 5.0 Quality
    Service & deliverables
  • 4.0 NPS
    Willing to refer

CRM for Heating & Cooling Machinery Firm

“They’re incredibly competent, professional, and confident; they know exactly what they’re doing.”

Quality: 
5.0
Schedule: 
4.0
Cost: 
5.0
Willing to refer: 
5.0
The Project
 
$10,000 to $49,999
 
July 2017 - Feb. 2018
Project summary: 

Traction updated an old version of Dynamics CRM, doing software and data conversions. They worked with third-party vendors to customize the service and launched in February. They currently provide maintenance.

The Reviewer
 
11-50 Employees
 
Sturgis, MI
Assistant Vice President Sales, Burr Oak Tool
 
Verified
The Review
Feedback summary: 

Traction quickly finished the project, which now facilitates team collaboration and sales forecasting along with other benefits. Their price was nearly 40% cheaper than the next competitor, and they provided superb project management. They quickly fix problems and maintain open communication.

A Clutch analyst personally interviewed this client over the phone. Below is an edited transcript.

BACKGROUND

Introduce your business and what you do there.

I’m the assistant VP of Sales for Burr Oak Tool, a company that produces machinery for the heating and cooling industry. Many of our customers use our equipment to mass produce air conditioners or heat exchangers. We have machines in roughly 75 different countries.

OPPORTUNITY / CHALLENGE

What challenge were you trying to address with Traction CRM?

We had the old 2011 version of Dynamics CRM and needed an upgrade. We were about seven years behind and had some functionality that didn’t work properly. We were doing work outside of CRM, which was time-consuming, so we decided to look for a partner to update us.

SOLUTION

What was the scope of their involvement?

Traction began by examining our CRM to determine what it could do and what third-party applications it worked with. It was somewhat like a discovery phase to understand the current situation in detail. We then told them what we wanted our CRM to do, and they put together a proposal.

We took care of the initial data cleanup, and they did most of the work to accomplish the software and data conversions. They even interacted with some of our third-party vendors to make sure everything transitioned smoothly.

What is the team composition?

We had about four people on our team. A sales rep, project lead, and two tech guys. The sales rep and project lead were my main points of contact.

How did you come to work with Traction CRM?

They sent an email explaining their Dynamics CRM service, and I asked for a demonstration. I liked what I saw, and they were 30%–40% cheaper than the other company I was considering, so I hired them.

How much have you invested with them?

We spent between $55,000–$60,000.

What is the status of this engagement?

We began working together in July 2017­­, and our new version just launched in February.

RESULTS & FEEDBACK

What evidence can you share that demonstrates the impact of the engagement?

We’re now able to input all of our sales activity into our CRM instead of Outlook. That allows me to receive sales forecasting information and easily track our sales work. The team can work together better now and provide more accurate reports to our management team. We weren’t able to do that before.

How did Traction CRM perform from a project management standpoint?

Project management was one of their strong suits. They held weekly calls to review progress, and we had contact outside those meetings as needed. They’d send out a project overview before the calls to make sure we had all the information needed to be productive.

Now that we’re finished, I can just send them an email if there’s a problem, and they get to it right away.

What did you find most impressive about them?

They’re incredibly competent, professional, and confident; they know exactly what they’re doing. Working with them has been a great experience.

Are there any areas they could improve?

No, I can’t think of anything.

Do you have any advice for future clients of theirs?

Don’t wait to hire them. We took so long to upgrade our CRM, but Traction made it such an easy and smooth process. Once we partnered, it only took them a few months to finish everything.

5.0
Overall Score We accomplished all of our goals quickly and for a great price. We couldn’t have done it without them.
  • 4.0 Scheduling
    ON TIME / DEADLINES
    We had some delays and rescheduling, but nothing too bad.
  • 5.0 Cost
    Value / within estimates
    Their pricing was competitive, and the value was high.
  • 5.0 Quality
    Service & deliverables
    They achieved all of our goals.
  • 5.0 NPS
    Willing to refer
    It's been a really great experience.

Salesforce Dev and Consult for Commercial Lending

“Their knowledge about multiple topics and ability to think outside the box stand out to us.”

Quality: 
5.0
Schedule: 
5.0
Cost: 
5.0
Willing to refer: 
5.0
The Project
 
$50,000 to $199,999
 
Mar. 2016 - Ongoing
Project summary: 

Traction Consulting has developed multiple custom integrations for Salesforce and provided layout suggestions to improve efficiency.

The Reviewer
 
201-500 Employees
 
Michigan
Information Security Officer, Commercial Finance
 
Verified
The Review
Feedback summary: 

Cross-selling and productivity have both increased, and employee engagement is up. Traction’s regular communication and breadth of knowledge allows innovative solutions to be delivered on time. They hit the ground running by delving into business practices and tackle complex problems.

The client submitted this review online.

BACKGROUND

Please describe your company and your position there.

I’m the Information Security Officer for a commercial lending institution.

OPPORTUNITY / CHALLENGE

For what projects/services did your company hire Traction Consulting Group?

We needed them to rework our Salesforce environment and develop custom integrations between it and other platforms.

What were your goals for this project?

We wanted to make our Salesforce environment more user-friendly, as well as increase our sales representatives’ productivity.

SOLUTION

How did you select this vendor?

They were recommended to me by a colleague. After some discussion, we decided that Traction was the most knowledgeable about the areas in which we were looking to make improvements.

Can you go into detail about the services they provided and the scope of the project?

They consulted on the overall layout of our salesforce platform, advising where items could be integrated and how to integrate them. They also created multiple custom objects and integrations with third-party services that link back to Salesforce.

What was the team composition?

Typically, there’s a developer and a project manager from Traction.

RESULTS & FEEDBACK

Can you share any information that demonstrates the impact that this project has had on your business?

Everything was developed and launched on time. We’ve increased productivity across product lines, and seen a more fluid cross-sell of our various products. Employee engagement has also increased.

How was project management arranged and how effective was it?

Traction’s project manager meets with our project manager every week, and holds additional meetings whenever necessary. Their manager works effectively and helps keep the project on schedule.

What did you find most impressive about this company?

Their knowledge about multiple topics and ability to think outside the box stand out to us. We also love how quickly they learned about our business and are able to recommend solutions to complex problems.

Are there any areas where they can improve?

I can't think of anything at this point. My experience with all their employees has been exceptional.

5.0
Overall Score
  • 5.0 Scheduling
    ON TIME / DEADLINES
  • 5.0 Cost
    Value / within estimates
  • 5.0 Quality
    Service & deliverables
  • 5.0 NPS
    Willing to refer

CRM Integration for Steelcase Office Distributor

“If we're having issues, they’re quick to respond and without a problem.”

Quality: 
4.5
Schedule: 
5.0
Cost: 
4.0
Willing to refer: 
5.0
The Project
 
$50,000 to $199,999
 
June 2014 - Ongoing
Project summary: 

TractionCRM created an employee portal to equip users with company expectations and to facilitate company evaluations. Integration of Microsoft CRM with the ERP system, and payroll has also been implemented.

The Reviewer
 
51-200 Employees
 
Grand Rapids, Michigan
CFO, Steelcase Office Distributor
 
Verified
The Review
Feedback summary: 

Uniformed expectations have streamlined employee performance throughout the company and future financial knowledge is now obtained through the system’s database. Responsive and steady communication continues to create a positive user experience.

A Clutch analyst personally interviewed this client over the phone. Below is an edited transcript.

BACKGROUND

Introduce your business and what you do there.

We are a steelcase office furniture distributor. We do complete interiors, all the way from design, installation, custom mill work, and technology integration. I am the chief operating and financial officer for the company.

OPPORTUNITY / CHALLENGE

What challenge were you trying to address with TractionCRM?

We wanted to develop a more aligned employee performance portal, equipped with company strategy and objectives.

SOLUTION

What was the scope of their involvement?

We discussed employee objectives and how they should be executed. Then we talked about how to consistently track, measure, and create increased workflow throughout the entire company. Aligning those factors with overall corporate strategies and objectives, a portal system for employee performance was implemented. The initial portal was built on SharePoint and since then, we’ve transitioned over to Microsoft Dynamics.

Having Microsoft Dynamics has transitioned us into a Microsoft CRM company as well. They’ve given us support in integrating Microsoft CRM with our enterprise resource planning (ERP) system and our payroll processing system with the ERP system. They’ve helped in solving business issues that we’ve wanted to utilize more effectively.

What is the team composition?

We have a project manager, who has been different people over the years. We also have a technical lead who we mostly interact with.

How did you come to work with TractionCRM?

I have previously worked with an employee there, on multiple occasions.  

How much have you invested with them?

We’ve invested a total of $100,000–$120,000.

What is the status of this engagement?

We’ve worked together since June 2014.

RESULTS & FEEDBACK

What evidence can you share that demonstrates the impact of the engagement?

The employee performance is much more streamlined now. Employees appreciate the clarity on how they're going to be evaluated and judged on their performance for the year. Since the system keeps regular reviews and conversations of the employee, there's no surprises.

The CRM integration has also created more clarity of information. It provides better data, with which we can start to forecast where we think our financial results are going to be in the future. Overall, a lot of processes have been automated.

How did TractionCRM perform from a project management standpoint?

I think they've done a good job. We set a timeline, we manage that timeline. We set a price, we manage that price. If you evaluate project management in that way, I think they performed very well.

What did you find most impressive about them?

They are very responsive. They’re good at not letting things slip through the cracks. If we're having issues, they’re quick to respond and without a problem. They’ve also been a big help in providing an outsider's perspective on why we should go in a certain direction. Their ability to push the thinking has been very valuable.

Are there any areas they could improve?

We ran into some issues as we were starting to roll out the system to employees. Some of the testing wasn't all the way complete when it came to user permissions. The problem was resolved, but the technical lead should have done that prior. That's been the minor issue that's happened once or twice.

Do you have any advice for potential customers?

Spend time upfront before jumping into a project and thinking you have the solution. Business consult and then utilize the technology to support what you've got and what you've collectively agree is the goal.

4.5
Overall Score
  • 5.0 Scheduling
    ON TIME / DEADLINES
  • 4.0 Cost
    Value / within estimates
  • 4.5 Quality
    Service & deliverables
  • 5.0 NPS
    Willing to refer

Dynamics XRM Platform for Plastic Manufacturer

“We were impressed with how fast they designed, developed, and deployed the system.”

Quality: 
5.0
Schedule: 
5.0
Cost: 
5.0
Willing to refer: 
5.0
The Project
 
$10,000 to $49,999
 
Dec. 2017 - Feb. 2018
Project summary: 

Within three months, Traction designed and built a cloud-hosted Dynamics XRM platform that is used for purchase requisition and expense reporting.

The Reviewer
 
501-1,000 Employees
 
Warren, Michigan
Dave Hahn
IT Director, Proper Group International
 
Verified
The Review
Feedback summary: 

They expedited delivery of a high-quality system that has been adopted by over a hundred internal users, including the company’s CEO and COO. Traction’s speed, efficiency, and communication were outstanding and hav led to additional work.

The client submitted this review online.

BACKGROUND

Please describe your company and your position there.

I’m the IT director of a manufacturer of plastic injection molding and innovative engineering and components.

OPPORTUNITY / CHALLENGE

For what projects/services did your company hire Traction Consulting Group - TractionCRM.com?

We hired them for the rapid deployment of a cloud-hosted Dynamics X Relationship Management (XRM) platform that would be used for purchase requisition and expense reporting.

What were your goals for this project?

Our goal was to replace cumbersome manual processes with a mobile-based paperless system.

SOLUTION

How did you select this vendor?

We heard about them from a trusted resource. They also had an excellent online reputation.

Describe the project in detail.

The team recreated our paper-based processes and approval channels using a Dynamics XRM system and SharePoint Cloud, which allows users to drag and drop information online. The system automates critical documentation such as request for quotation (RFQ), purchase orders, and budget checks. It is also used by our associates to get cash payback for personal expenses.

What was the team composition?

Key business leaders and the IT director were involved in the project, while the applications architect reviewed the initial design.

RESULTS & FEEDBACK

Can you share any outcomes from the project that demonstrate progress or success?

The system now has 150 users, including our CEO and COO who use it daily for approvals. Our purchasing and accounting staff also have real-time visibility on our cost containment processes.

How effective was the workflow between your team and theirs?

It was highly effective and organized. We were impressed with how fast they designed, developed, and deployed the system. It was up and running within three months.

What did you find most impressive about this company?

They had great communication and agility. We will be collaborating on another project, as the reward for good work is more work.

5.0
Overall Score Their team is top-notch.
  • 5.0 Scheduling
    ON TIME / DEADLINES
    It was simple and easy.
  • 5.0 Cost
    Value / within estimates
    It was industry standard.
  • 5.0 Quality
    Service & deliverables
    They were excellent.
  • 5.0 NPS
    Willing to refer
    It’s highly likely.