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What is Traction Knock?

Traction Knock is a cutting-edge mobile application tailored for field sales, aimed at streamlining the door-to-door sales experience. The era of unwieldy paper clipboards, complex pricing configurations, and the monotonous chore of data entry after office hours is now a thing of the past. This app offers seamless integration with platforms like Salesforce.com, DocuSign, and Google Maps, and it can be easily customized to incorporate various external data sources. Traction on Demand distinguishes itself as a premier provider of Salesforce consulting and application development services across North America. Our dedication to clients extends beyond mere cloud solutions; we emphasize building long-term capabilities through collaboration, empowering our customers for ongoing success. This holistic strategy guarantees that clients receive not only immediate assistance but also the tools necessary for continued growth and innovation in their sales efforts. Ultimately, our goal is to transform how sales teams operate, fostering an environment of efficiency and adaptability.

What is Obsidian SmartDocs?

Easily complete smart web forms with pertinent information and quickly generate NDAs, term sheets, subscription agreements, KYC documents, and beyond. Effortlessly integrate with Obsidian Suite’s advanced client management database to oversee all facets of client compliance. Streamline your processes with our convenient electronic sign-off option, which works in conjunction with the powerful features of DocuSign. Benefit from instant document status notifications and thorough client engagement tracking through automated CRM updates. Obsidian’s versatile client portals are designed to meet the needs of a wide array of clients, such as institutional investors, affluent individuals, and professional firms. This suite offers exceptional flexibility in client communication, tailored specifically for various investment management companies. Obsidian SmartDocs emerges as a leading choice for electronic subscriptions and KYC documentation in the investment domain. By automating and refining the management of investor information across different platforms, SmartDocs enables investment firms to experience rapid growth while improving their operational effectiveness. In addition, the platform’s intuitive design guarantees that all users can navigate and access its functionalities with ease, fostering a more productive environment for collaboration. As a result, Obsidian helps firms not only to stay compliant but also to maintain strong relationships with their clients.

Media

Media

Integrations Supported

Docusign
CloudHub
Google Maps
Obsidian Suite
Salesforce

Integrations Supported

Docusign
CloudHub
Google Maps
Obsidian Suite
Salesforce

API Availability

Has API

API Availability

Has API

Pricing Information

Pricing not provided.
Free Trial Offered?
Free Version

Pricing Information

Pricing not provided.
Free Trial Offered?
Free Version

Supported Platforms

SaaS
Android
iPhone
iPad
Windows
Mac
On-Prem
Chromebook
Linux

Supported Platforms

SaaS
Android
iPhone
iPad
Windows
Mac
On-Prem
Chromebook
Linux

Customer Service / Support

Standard Support
24 Hour Support
Web-Based Support

Customer Service / Support

Standard Support
24 Hour Support
Web-Based Support

Training Options

Documentation Hub
Webinars
Online Training
On-Site Training

Training Options

Documentation Hub
Webinars
Online Training
On-Site Training

Company Facts

Organization Name

Traction on Demand

Date Founded

2007

Company Location

Canada

Company Website

tractionondemand.com/products/

Company Facts

Organization Name

Obsidian Suite

Date Founded

2013

Company Location

United Kingdom

Company Website

obsidiansuite.com

Categories and Features

Categories and Features

Financial Services

Analytics
Branch Optimization
Channel Management
Compliance Management
Customer Engagement
Performance Management
Risk Management

Hedge Fund

Compliance Management
Contact Management
Investor Accounting
Investor Reporting
P&L Calculation
Partnership Accounting
Performance Analysis
Portfolio Analysis
Portfolio Management

Investment Management

Accounting Management
Benchmarking
Bonds / Stocks
Client Management
Commodities
Compliance Reporting
Data Import / Export
For Investment Advisors
For Investors & Traders
Fund Management
Modeling & Simulation
Payroll & Commissions
Performance Metrics
Portfolio Management
Risk Management

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