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Complete Hierarchies | Automatically Build & Maintain Account Hierarchies

Maximize revenue across your largest customers

Overview

See How Complete Hierarchies | Automatically Build & Maintain Account Hierarchies Works

  • UNLOCK A 360 VIEW Get the most out of your data with a 360-degree view of your largest customers with the only automated account hierarchy solution purpose-built for Salesforce.

  • EMPOWER ENTERPRISE SELLING When 70% of your revenue comes from 20% of your customers, your biggest opportunity to scale is right in front of you. Uncover cross-sell, upsell and whitespace opportunities and start to grow faster and smarter.

  • YOUR PARTNER IN YOUR GROWTH. We’re all about enablement from product to people. You'll partner with a dedicated Salesforce-certified Customer Success Manager to get you up, running, and trained on our solutions.

Join other companies like Zoom, Cisco, and Verizon who are driving revenue from their largest customers with complete and connected account hierarchies. FEATURES THAT MAKE IT POSSIBLE Automation - Integrate with any third-party data provider - Let automation align messy accounts and identify duplicates - Eliminate the need to have every parent account in your org with our unique data architecture Visualization - Unlock a 360-degree hierarchy view with custom object overlay - Allow reps to spend less time searching through Salesforce with holistic views of full family trees - Prevent territory conflicts with account-owner overlap alerts Sales & Reporting - Spot cross-sell and upsell opportunities to drive new sales across divisions, departments, and subsidiaries - Access entire company family trees, including accounts that aren't in Salesforce, with whitespace view - Track metrics across a hierarchy such as total spend and penetration rates with roll-up hierarchy reporting Customization - Easily modify hierarchies using the drag & drop hierarchy builder - Create custom hierarchies to reflect your go-to-market - Save multiple views of a hierarchy

Categories

Business Needs
Sales
Forecasting
Sales Intelligence
Industries
Communications
High Tech
Manufacturing
Personas
Business Operations Manager
Data Analyst
Sales Representative / Manager
Features
Native App
Built exclusively on the Salesforce Platform, ensuring reliability and performance.
No Limits
This product's apps, tabs, and objects don't count against your Salesforce org limits. Learn More in Help
Lightning Ready
Optimized for Salesforce orgs that use Lightning Ready.
Multiple Currencies
Supports Salesforce orgs that use Multiple Currencies.
Person Accounts
Supports Salesforce orgs that use Person Accounts.
Salesforce Shield
Supports Salesforce orgs that use Shield.
Managed Package
This product is installed in your Salesforce org as a managed package and receives automatic upgrades.
Lightning App Builder
Ready to use in the Salesforce Lightning App Builder.
Salesforce Mobile
Supports Salesforce for iOS and Android.
Native App
No Limits
Lightning Ready
Multiple Currencies
Person Accounts
Salesforce Shield
Managed Package
Lightning App Builder
Salesforce Mobile

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