Messy Salesforce data slows cybersecurity teams down
Global account complexity, partner overlap, and disconnected data make it hard for cybersecurity teams to move fast. Without clear hierarchies, ownership, and automation, pipeline stalls and GTM execution suffers.
Global customer relationships are difficult to track
Cybersecurity buyers span departments, agencies, and global subsidiaries. Without clear account hierarchies in Salesforce, it’s nearly impossible to see the full picture and coordinate outreach across teams.
Partner and channel conflicts stall pipeline
When multiple internal teams and partners engage the same account, ownership gets murky. Without hierarchy visibility and transparent routing logic, handoffs break, territory lines blur, and valuable opportunities slip away.
Growth fragments data and GTM execution
Mergers and acquisitions, product expansions, and global scaling add layers of complexity to data stacks. Manual processes can’t keep pace. GTM teams get pulled into cleanup, and execution breaks down under the weight of poor data.
“Our sales model makes it very important for the sales reps to be able to see all the subsidiaries under a particular account. Something like this in the past would require a sales rep to go into related objects, drill down, look at the opportunities, go back and go back again, look for a contact. A lot of back and forth, and you can lose people or records through the shuffle.
Complete Hierarchies has made it very simple for people to find all the information within one little screen.”
Keep your CRM clean and revenue-ready
Leverage flexible automation to eliminate duplicates, fill in missing fields, and segment for context all inside Salesforce. With AI enhancing automation where it counts, your team spends less time fixing errors and more time closing pipeline.
See growth across the entire enterprise
Complete Hierarchies helps you map parent-subsidiary relationships in Salesforce so you can understand how revenue moves across the full customer account. And with hierarchy-based rollups, you can connect renewals, churn, and expansion to the right records — giving you clearer reporting, better forecasting, and a sharper view of whitespace.
How Veracode unlocked key accounts with Traction Complete
Veracode overcame legacy Salesforce limitations that caused ownership issues and slowed GTM execution by implementing Traction Complete. With automated lead, territory, and account assignments and full hierarchy visibility, they achieved faster speed-to-lead, fewer conflicts, and greater operational efficiency.
Features
Easily clean, organize, and visualize data in Salesforce
AI-powered data enrichment
Use AI to fill gaps, standardize fields, and surface insights.
Full hierarchy automation
Reduce manual linkage work by 80% with smart automation.
Custom hierarchy builder
Rearrange account structures in seconds with the drag-and-drop UI.
Multi-hierarchy view
Save multiple views of a hierarchy including GTM, partner, legal, and custom.
Roll-up hierarchy reporting
Track metrics across entire enterprise structures and roll-up the numbers that matter to your business.
Hierarchy AI augmentation
Use AI to uncover missing parent-child relationships to support custom account hierarchies.
Customizable rules
Customize survivorship and field retention rules to decide what is kept.
100% Salesforce native
Keep your data safe by ensuring it never leaves your org.
FAQ
A partner with answers
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How is Complete Hierarchies different from Salesforce native account hierarchies?
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Native account hierarchies in Salesforce rely on the Parent Account field, which has several limitations. This approach requires all parent accounts to already exist within Salesforce and only supports a single hierarchy view. Consequently, users often encounter issues such as fragmented hierarchies, reporting difficulties, and reduced visibility.
Complete Hierarchies, available as a managed package on the Salesforce AppExchange, addresses these challenges by automatically building, maintaining, and visualizing account hierarchies directly within your Salesforce environment.
Check out Complete Hierarchies -
How does Traction Complete support fast-moving cybersecurity companies with complex data?
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We work with many of the world’s top cybersecurity companies, helping them scale without sacrificing data integrity. From organizing complex account hierarchies to cleaning duplicates and routing leads accurately, our Salesforce-native approach ensures your systems stay clean, secure, and built to handle growth.
Our team will tailor the setup to your business model and share best practices we’ve seen work across high-growth security orgs.
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Why do cybersecurity companies choose Complete Clean over Salesforce’s duplicate management?
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Salesforce’s native tools offer basic duplicate detection, but they are limited in flexibility, scale, and speed. Complete Clean allows you to deduplicate records in real time using flexible matching logic, configurable merge rules, and a mass merge interface, all within Salesforce. It is built to keep up with fast-moving GTM teams and complex customer data models.
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Are Traction Complete’s products 100% native to Salesforce?
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Yes! All of Traction Complete’s products are 100% native to Salesforce which means there is no integration to maintain and your data never leaves your org.
