More Account Hierarchies resources

Guide

RevOps in the age of AI

Discover how RevOps leaders are adapting to AI—key projects, challenges, and opportunities to unlock growth and revenue in the age of AI.

Blog

Hierarchies 5.0 Release: Highlights & FAQ

Learn what’s new in the Hierarchies 5.0 release. Explore UI updates, highlights, and FAQs to get the most from Complete Hierarchies.

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.

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.

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.

buying vs building account hierarchies
Blog

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.

Webinar

NRR & Chill: RevOps Automation Hacks That Drive Revenue Expansion

Retention is the new acquisition. Discover how automation can combat churn, boost NRR, and drive renewals – without more headcount.

Salesforce org merge

5 Best Practices for a Successful Salesforce Org Merge

These best practices ensure your Salesforce Org merge doesn’t result in duplicate data, misaligned processes, and account conflicts.

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