Popular Marketing Operations reads
Use Case: Why It’s Time to Replace LeanData (and How to Do It Right)
See how replacing LeanData can be your opportunity to streamline processes and elevate your GTM capabilities—well beyond lead routing.
Use Case: The untold NRR story hiding inside your account hierarchies
Unlock revenue clarity. This demo shows how to fix disconnected hierarchies and flat reporting across complex customer structures.
Use Case: Roll-Up Reporting in Complete Hierarchies
Learn how to do roll-up reporting in minutes — right inside Salesforce.
More Marketing Operations resources
Built for Your GTM: AI-Powered Custom Hierarchies
Complete Hierarchies allows RevOps teams to build custom account hierarchies in Salesforce and augment them with AI workflows.
CRO strategies for data-driven retention & expansion
Discover how CROs and RevOps leaders at high-growth and enterprise companies are tackling retention, expansion, and data challenges in the AI era. Get actionable strategies and key insights from our survey.
How Planet Reduced Duplicate Accounts by 40% with Traction Complete
Discover how Planet reduced duplicate accounts and improved lead routing and sales processes with Traction Complete.
Use Case: Nonprofit Data Complexity— Shifting from Manual Work to Automation
See how nonprofits using Salesforce NPSP can streamline data cleanup and reduce manual work with automation.
How to Use Salesforce Data to Drive Customer Retention and Revenue
How to Choose Between Buying and Building Salesforce Account Hierarchies
Discover the pros, cons, and hidden costs of building vs buying Salesforce account hierarchies — and how to scale without breaking your CRM.
How Dotmatics Accelerated Sales and Optimized Territory Planning with Traction CompleteÂ
Traction Complete helped Dotmatics clean duplicate data and accelerate sales and territory planning.
Con-silo-dation: How Data Silos and Siloed Thinking Threaten Growth
Data silos aren’t new — the solution is. Learn why con-silo-dation and tech stack consolidation is costing you, and how to solve it.
Use Case: Merging Salesforce Orgs - The Promise vs. Reality
Unlock the potential of Salesforce M&A. This demo reveals how to merge Salesforce instances without losing customer data.
