RevOps data management suite for Salesforce

Don’t limit yourself to deduping three records at a time. Quickly find and resolve duplicates across your entire Salesforce org with a step-by-step UI.

Take Salesforce further

• Mass duplicate detection & merges
• Customize survivorship & field retention rules
• Preview before merging

Stop spending time checking for duplicates manually. Automatically match incoming records to existing data so you can keep your CRM clean as you grow.

Take Salesforce further

• Lead-to-account matching
• Match to any object
• Auto-merge & convert

Stop linking parent-child accounts one at a time. Pair with any data provider to automatically build trusted account hierarchies in Salesforce that help you avoid conflicts and inefficiencies.

Take Salesforce further

• Automated hierarchy building & maintenance
• Support for multiple custom hierarchies
• Advanced roll-up reporting

Don’t waste time selling to the wrong people. Map relationships so your team can visually track who they’ve spoken to and know where to focus their attention for increased win rates.

Take Salesforce further

• Add existing Salesforce contacts to relationship maps
• Direct sync with Salesforce fields
• Track advocacy, influence & next steps

Forget about manual lead assignment or custom code. Automatically assign leads to the right rep in Salesforce to ensure a prospect never slips through the crack

Take Salesforce further

• Drag-and-drop flow builder
• Round robin, territory, hierarchy assignment & more
• SLA timers & dashboards

Skip the spreadsheets and data loads. Easily modify fields en masse or update record ownership when employees or territories change.

Take Salesforce further

• Any object field modification
• Ownership reassignment, including related records
• Enterprise data volume capacity