Complete Hierarchies

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