ACCOUNT HIERARCHY SOLUTION

Automated Account Hierarchies
for Salesforce.

Stop manually linking parent-child accounts, one. painful. click. at a time.
Instantly create, visualize, and manage account hierarchies in Salesforce.

  • Create multi-level hierarchies without code  
  • Uncover whitespace, cross-sell & upsell opportunities
  • Integrate with any third-party data provider
Woman standing in front of territory management diagram

JOIN OTHER HIGH GROWTH COMPANIES MAKING ACCOUNT HIERARCHY MANAGEMENT EFFORTLESS

Transform account-based selling

Put hierarchy building on autopilot

​​Avoid fragmented hierarchies by automating the creation and maintenance of corporate family trees in Salesforce

Maximize land & expand

​​Uncover whitespace accounts and existing relationships within a corporate family tree that lead to upsell & cross-sell opportunities

Drive smarter decisions

Empower decision making by tracking key metrics across corporate family trees including opportunity count, close rate, and whitespace penetration

What is account hierarchy management software?

It’s a tool to help teams create, visualize, and manage links between parent-child accounts in Salesforce. It’s important for organizations that sell into complex corporate family trees to have visibility into how ultimate parents, subsidiaries, departments, and branches are related to each other.

Account hierarchy illustrated diagram
Account Hierarchies Territory Management Diagram

Why do you need it?

It’s easy to waste time linking parent-child accounts manually – and tough to keep up to date. Relying solely on the Parent Account field in Salesforce often leads to fragmented hierarchies, territory confusion, and inaccurate reporting.

With the power of automation, you can be confident your hierarchies are clean, connected, and always up to date.

Learn more by downloading our complete guide to account hierarchies.

Download The Guide

How Complete Hierarchies can help

Automated Mapping

Leverage third-party data sources to automatically create and maintain corporate linkage data in Salesforce

Intuitive Hierarchy Builder

Visualize and modify hierarchies directly in Salesforce to match your go-to-market strategy

Storage Cost Savings

Enable users to view an entire hierarchy, including accounts that aren't in Salesforce

Built-in Reporting

Save time and feel confident reporting across hierarchies with roll-up reporting

Explore More Features

Complete Hierarchies has helped our reps build out attack plans, know who to go after next, and understand who the key stakeholders are within those accounts...if you are in the business of selling to big enterprise size companies it's a mission-critical tool.

Steven Tan, Director of Sales Operations

Additional Resources

Looking for more?

Check out our latest blogs and webinars

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Ready to let automation take care of your hierarchy handiwork in Salesforce?

Book a Personalized demo