Complete Hierarchies | Automatically Build & Maintain Account Hierarchies

Excellent tool for Hierarchies and TAM

We've been using Traction Hierarchies for several years (in conjunction with Dun & Bradstreet). It's a slick tool that quickly and easily integrates into Salesforce and provides us source-of-truth level insights into how companies can and should be structured together. As we ramped up on the technology, the Traction team was awesome jumping on calls with us and sharing knowledge and best practices. As we head in the second half of 2024, we're doubling down on Traction and working to build out a more comprehensive total addressable market (TAM). Traction is key to this. I highly recommend this tool and the Traction team.

Great tool for anyone in RevOps

This product adds a lot of value to businesses. What used to be hours of manual work and numerous open tabs in Salesforce is now consolidated into one user friendly interface!

Thank you

Sincerely! I like the many things here, I don't want to talk too much but I like all the things that this inside Salesforce, thank you

Powerful tool, smoothest implementation, great support & success team to work with - highly reco

Recommended for all Rev Ops, Sales Ops, Data Management teams working with Salesforce. Traction Hierarchies tool provides our sales teams with an automated and complete view of the account hierarchies, allowing them to sell more effectively.

Great tool with great customer service that listens to it's customers

Traction has been a great tool for understanding our global account hierarchies. It works well even when the state of existing data and accounts are not the "cleanest" and the tool even identifies missing accounts in the hierarchy (white space). However, the tool DOES work better if the quality of the data on accounts is cleaner since it heavily relies on duns number for its hierarchy. The customer support I've gotten from the team has been excellent. They always respond in a timely manner and go out of their way to troubleshoot any specific issues or projects the team is working on. The team is also great at listening to feedback, example of this would be when my team suggested that whitespace creation should be creating leads vs accounts, they quickly added this as a feature in the following package upgrade. I look forward to the continued partnership with the Traction team, the people there make the tool that much easier to work with!

Well done tool.

Hierarchies has helped us greatly with organizing accounts, assisting in proper org structure during merger/acquisition activity and much much more. The team backs their product well and it continues to have good, up-to-date data. From an IT perspective, the add-on is solid and fairly easy to implement and configure. Well done!

Awesome product and people!

Traction Hierarchies is a solid product that has added a ton of value to our company. We needed to give our SDRs and sales reps greater visibility into the company hierarchies without forcing them to click around or leave Salesforce. Not only can they now see the hierarchies of complex Accounts (based on the DUNS numbers) right on the Account record, but they also have the visibility into what Accounts from those hierarchies are NOT in Salesforce, but should be based on the information displayed (e.g. annual revenue, location, company size). From there, they can create new Accounts with a simple click (even mass create them) that will be populated with the D&B data and placed in their correct spot within the hierarchy. They can also see immediately what products have been sold or are in the process of being sold to the different entities within the tree, which helps them spot potential up-and-cross-sell opportunities. Our Legal department benefitted greatly as well given that they rely heavily on accurate hierarchies based on legal entities. Finally, selling a solid product is only part of the equation. Both our Account Executive and Customer Success Manager were fantastic to work with – knowledgeable, excited about the product, and extremely responsive. Companies that conduct Territory Management and Account Planning and whose teams need greater visibility into their target market, should not think twice about getting Traction.

Must have for Territory Management

Traction Hierarchies is a "must have" for effective Territory Management and Account Planning. The application gives a full view of the corporate hierarchy, exposing critical items such as multiple owners, existing Customers, open Opportunities and duplicates within the hierarchy. The "View Whitespace" capability allows reps to see the full corporate structure to plan for up-selling and cross selling. The tool is well designed, easy to use and the support team is excellent.

Great add on!

We needed a smart way to roll up our accounts and display contacts based on where they work. This gave us just what we needed at a fraction of the cost of developing it!

Powerful and easy to implement

After going through a lot of confusion with account hierarchies, we spoke to Traction and decided to adopt their Hierarchies solution. It has helped resolve a lot of conflicts with duplicate and parent accounts. Our lead routing has become better due to the rules set around the hierarchies provided by Traction.