More Account Hierarchies resources

A stylized diagram of hierarchy-based lead routing, showing a lead branching into different parentโ€“child account structures to determine the correct owner based on corporate relationships.

How Hierarchy-Based Lead Routing Works (And Why it Matters for Enterprise GTM)

Explore how hierarchy-based lead routing powers enterprise GTM by combining clean account hierarchies, accurate matching, and automation.

10 questions to build a AI business use case for RevOps

Before You Buy: How to build an AI business case for RevOps

Learn how to build an AI business case for RevOps with a proven 5-step framework and 10 key questions. Improve data, workflows, and ROI.

Architects of scale: Winning with a solid AI data strategy

SHIFT Day 3: Architects of scale: Winning with a solid AI data strategy

Watch this on-demand session to see how AI can map complex account relationships, enrich parent-child connections, and build hierarchies on the signals that actually drive results.

Guide

RevOps in the age of AI

Discover how RevOps leaders are adapting to AIโ€”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.

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