RevOps data management suite for Salesforce
Keep your data ultra clean
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
Make your data more actionable. From aligning role and industry values to fixing all caps in names, titles and company entries, use AI to improve the usability of your data.
Take Salesforce further
- Normalize for better segmentation
- Standardize to ensure consistent formatting
- Validate the accuracy of data
Make your data more actionable. From aligning role and industry values to fixing all caps in names, titles and company entries, use AI to improve the usability of your data.
Take Salesforce further
- Normalize for better segmentation
- Standardize to ensure consistent formatting
- Validate the accuracy of data
Connect data to reveal context
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
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
Complete Hierarchies is a tool I can no longer go without. Rather than connecting accounts one-by-one, now we have the time to analyze and make informed territory planning decisions.
Orchestrate the flow of data
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
Cut the time spent on manual tasks, use AI to do the job of unlimited interns, adding data or insights where it is most useful to your team, right inside Salesforce.
Take Salesforce further
- Enrich records with web search
- Supplement hierarchy data for unique use-cases
- Use waterfall enrichment to fill the data gaps
Cut the time spent on manual tasks, use AI to do the job of unlimited interns, adding data or insights where it is most useful to your team, right inside Salesforce.
Take Salesforce further
- Enrich records with web search
- Supplement hierarchy data for unique use-cases
- Use waterfall enrichment to fill the data gaps
