Account Data Management

Complete Hierarchies

Maximize revenue across your largest customers with the only automated account hierarchy solution for Salesforce.

"Complete Hierarchies is a real a game-changer and recommended for any RevOps and SalesOps teams looking to enhance the usability of Salesforce account data."

Akiko O.

Director of Global Sales Operations, Kyriba

AUTOMATION

Save time managing hierarchies with automation

Reduce manual work up to 80% by letting Complete Hierarchies build the linkage between parent-child accounts, identify and merge duplicates, and make updates when company structures change.

Integrate with your third-party data

Keep your account data clean and up-to-date by integrating with any data provider.

Maintain data quality

Let smart automation align messy accounts, identify duplicates, and reduce your data footprint.

Overcome Salesforce limitations

Eliminate the need to have every parent account with our unique data architecture.

LEARN ABOUT NATIVE SALESFORCE VS. COMPLETE HIERARCHIES

VISUALIZATION

Get crystal-clear visibility into complex accounts

Complete Hierarchies provides a 360-degree view of a family tree by overlaying related data such as account ownership, contacts, opportunities, and custom objects across a hierarchy.

Inform enterprise territory planning

Ensure global enterprise accounts are resourced effectively.

LEARN ABOUT TERRITORY PLANNING

Help reps own their book of business

Allow reps to spend less time searching through Salesforce with holistic views of full family trees.

Prevent territory conflicts

Spot and quash account conflicts before they happen with visibility into ownership overlaps.

CUSTOMIZATION

Customize hierarchies to reflect your GTM

Complete Hierarchies improves the usability of your data by helping you account for nuances like holding companies and viewing hierarchies from multiple perspectives.

Easily modify with drag & drop

Skip manual chain linking and start rearranging accounts in second using the hierarchy builder.

Create custom hierarchies

Disagree with a legal hierarchy? Build a custom hierarchy tailor-made to your GTM motion.

Toggle between multiple hierarchies

Save multiple views of a hierarchy so teams can access the hierarchy that matters most to them.

SALES & REPORTING

Drive more revenue from your largest accounts

Complete Hierarchies ensures you’re selling to your fullest extent by highlighting strategic relationships and sales opportunities within your related accounts.

Easily build roll-up reports

Track sales performance and monitor the health of your relationships across a hierarchy with built-in roll-up reporting.

Drive growth through whitespace

Access entire company family trees, including accounts that aren't in Salesforce, to uncover new opportunities.

LEARN ABOUT WHITESPACE

Spot cross-sell and upsell

Discover how existing relationships can drive new sales across divisions, departments, and subsidiaries.

Take a Tour

The automation is amazing! Complete Hierarchies builds our account hierarchies which in turn enables us to segment our customers and prospects in a way that aligns to our go-to-market planning.

Navin Persaud, Vice President of Revenue Operations, 1Password

Complete Hierarchies is a game-change in the world of territory disputes and messy account hierarchies.

Hazel Tran, Director of Global Territory Sales Operations, Docusign

Sometimes you have subsidiaries but you don’t have the parent in your system. Complete Hierarchies actually shows you that whitespace and allows you to add accounts in one swift motion. I don’t think any vendor does that.

Stephen Daniels, Senior Director of Revenue Operations, Cresta

Traction Complete allows our sales team to identify whitespace, which gives them the advantage to partner with account executives across the globe to sell Zoom to its fullest extent.

Heidi Davis, Manager of Global Data & Sales Operations, Zoom

Why Traction Complete?

Purpose Built for Salesforce

Our solutions are engineered from 14+ years of consulting experience, understanding the unique data challenges of Salesforce users.

Award Winning Customer Success

You’ll partner with a dedicated Salesforce-certified Customer Success Manager to get you up, running, and trained on our solutions.

Designed for Enterprise Security

Our solutions are AppExchange certified and 100% native to the Salesforce platform, which means your data will never leave your environment.

Ready to see Complete Hierarchies in action?

Book my personalized demo

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GET THE GUIDE

How to Accelerate Revenue with Automated Account Hierarchies

Your biggest opportunity to scale is right in front of you. Get the down-low on high-growth account hierarchy strategies that will shift your business.

Includes:

  • What account hierarchies are and why they matter
  • How to unlock hidden revenue within your hierarchies
  • How to report across your largest customers
DOWNLOAD NOW
COMPLETE CLEAN

Say goodbye to duplicate data

Complete Clean detects and removes duplicates in Salesforce.

COMPLETE CLEAN
COMPLETE LEADS

Convert more demand to revenue

Complete Leads automates matching and routing in Salesforce.

COMPLETE LEADs