More Revenue Operations resources

Illustration of a Salesforce flow titled ‘How to Validate Records in Salesforce Using Complete Leads and AI.’ The flow shows an internal match step followed by AI record validation, branching into duplicate lead detection with auto-merge, duplicate contact detection with auto-convert, or routing by territory with SMB, mid-market, and enterprise round robin paths.
Blog

How to Validate Records in Salesforce Using Complete Leads and AI

Learn how to validate Salesforce records with Complete Leads and Complete AI. Flag fake leads and more at scale without rules, scripts, or manual review.

Demo on Demand

Use Case: Build vs. buy hierarchies (and how AI can help)

Learn how to simplify Salesforce account hierarchies using automation and AI for cleaner data and better GTM insights.

A stylized representation of Salesforce data cleansing, showing proactive and reactive data cleansing tracks.

Salesforce Data Cleansing: How to Keep Your CRM Squeaky Clean

Learn proactive and reactive Salesforce data cleansing strategies to fix duplicates, improve reporting, and protect the customer experience

A stylized image showing how to normalize salesforce fields using Complete Leads and Complete AI.
Blog

Designed for Scale: How to Normalize Salesforce Fields with Complete AI

Learn how to normalize Salesforce fields using AI. Clean messy fields and improve lead-to-account matching with Complete AI.

A stylized image showing how to standardize salesforce phone numbers using Complete Leads and Complete AI.
Blog

Salesforce E.164 Formatting: Automate Phone Number Cleanup with Complete Leads and AI

Learn how to standardize Salesforce phone numbers with Complete Leads and AI. Clean at scale without formulas, scripts, or manual cleanup.

augment ai hierarchies
Blog

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.

Demo on Demand

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.

Guide

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.

net retention

How to Improve Net Retention Rate and Customer Expansion

Gone are the days of growth of all costs. Here’s how to calculate and improve your net retention rate and customer expansion.

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