Resources to fuel your RevOps strategy

Explore resources thoughtfully crafted by our industry experts to turn your Salesforce data into a revenue engine. 

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Playbook

20+ Automation Flows for RevOps

Say goodbye to data silos. Align your GTM with 20+ data automation plays for your entire RevOps team.
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 account hierarchy definition
Blog

What is an Account hierarchy in Salesforce (and why you should use it)

Learn how a Salesforce account hierarchy organizes complex account relationships and helps your team make smarter, faster decisions.

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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.
Illustration of a Salesforce flow titled ‘How to Validate Records in Salesforce Using Complete Leads and AI.’ The flow shows an internal match step followed by AI record validation, branching into duplicate lead detection with auto-merge, duplicate contact detection with auto-convert, or routing by territory with SMB, mid-market, and enterprise round robin paths.
Blog

How to Validate Records in Salesforce Using Complete Leads and AI

Learn how to validate Salesforce records with Complete Leads and Complete AI. Flag fake leads and more at scale without rules, scripts, or manual review.
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.
A stylized representation of Salesforce data cleansing, showing proactive and reactive data cleansing tracks.

Salesforce Data Cleansing: How to Keep Your CRM Squeaky Clean

Learn proactive and reactive Salesforce data cleansing strategies to fix duplicates, improve reporting, and protect the customer experience
A stylized image showing how to normalize salesforce fields using Complete Leads and Complete AI.
Blog

Designed for Scale: How to Normalize Salesforce Fields with Complete AI

Learn how to normalize Salesforce fields using AI. Clean messy fields and improve lead-to-account matching with Complete AI.
A stylized image showing how to standardize salesforce phone numbers using Complete Leads and Complete AI.
Blog

Salesforce E.164 Formatting: Automate Phone Number Cleanup with Complete Leads and AI

Learn how to standardize Salesforce phone numbers with Complete Leads and AI. Clean at scale without formulas, scripts, or manual cleanup.
VLOG
The Revenue Optimists (TM)

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