Growing fast shouldn’t mean slowing down
High-tech companies are scaling fast, but tool sprawl, M&A activity, and AI adoption are exposing gaps in data readiness. To keep up, teams need clean, connected records that support automation, drive precision across GTM efforts, and enable smarter, faster decisions.
AI falls short without accurate data
As high-tech companies move fast to adopt AI tools, data quality is often an afterthought. But tools are only as good as the information they rely on. If your records are inaccurate, outdated, or incomplete, AI can amplify problems instead of solving them, leading to missteps in targeting, segmentation, and decision-making.
Multi-cloud stacks create disconnects
As high-tech teams adopt more tools across their GTM motion, disconnected systems become a liability. Inconsistent account data, mismatched records, and duplicate entries leave sales, marketing, and RevOps working from different versions of the truth with no clear view of the customer.
M&A introduces more data and more risk
Every acquisition or consolidation introduces a flood of records, some outdated, some duplicated, and many missing key fields. Without a structured approach to merging Salesforce orgs, companies face ownership confusion, manual cleanup, and delays in realizing value from the deal.
“Due to multiple acquisitions, we faced significant data challenges with a high volume of duplicate records. Traction Complete has been instrumental in allowing us to pick and choose the best data to retain. This has been crucial in dealing with the legacy data from the acquired companies and ensuring we have a cleaner, more accurate view of our customers.”
Customize automation for AI-ready data
AI initiatives in high tech move fast, but without clean, structured data, results fall short. Our flexible Automation Engine helps you standardize fields, resolve duplicates, and organize account relationships in ways that reflect your GTM strategy. AI-enhanced workflows add another layer of intelligence helping you identify data gaps, reduce manual cleanup, and ensure the information feeding your AI tools is complete, accurate, and ready for action.
Unify account hierarchies to uncover revenue opportunities
Understanding the full enterprise relationship helps teams uncover where to grow. With customizable, automated hierarchies, you can align account structures to your GTM strategy by region, business unit, segment, acquisition, or partner. This complete view helps avoid ownership conflicts, uncover whitespace, and spot expansion opportunities across your customer base. When relationships are missing, AI-enhanced hierarchy augmentation fills in the gaps, like Global Ultimate, Domestic Ultimate, or Direct Parent, so that you can take action with confidence.
Merge data without losing momentum
Bringing Salesforce orgs together after an acquisition or internal consolidation introduces thousands of records, conflicting ownership, and duplicate entries. We help you identify and resolve duplicates, maintain critical data like consent and history, and ensure accounts, leads, and opportunities are reassigned without disruption.
Automate lead-to-account matching and complex assignments
We help high-tech teams automate even the most complex lead-to-account processes, matching leads to the right accounts, opportunities, or custom objects, and assigning them based on your GTM rules. Route by territory, product, buying stage, or ownership logic, all without manual work or rigid Salesforce limitations. With cleaner handoffs and faster response times, your team can focus on what matters most: turning leads into pipeline.
Get a clearer view of NRR across the full customer relationship
When accounts are siloed or duplicated, your NRR metrics only tell part of the story. By cleaning your data and aligning accounts under the right hierarchies, we help you report on Net Revenue Retention across the full customer relationship, not just isolated accounts. With a unified view, you can connect renewals, churn, and expansion across parent companies, subsidiaries, and acquired entities, giving your team the visibility they need to drive long-term growth.
How Cisco improved lead & account assignment accuracy by 150%
“We implemented Complete Hierarchies because Cisco doesn’t use standard territories. We actually have a territory ID and Hierarchies has enabled us to assign an owner to those territory IDs which can then dynamically assign all records related to those accounts.”
FAQ
A partner with answers
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Our data’s a mess. Can we still use AI effectively?
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AI is only as good as the data behind it. Traction Complete helps you ensure that your Salesforce data is accurate, consistent, and free of duplicates, providing a solid foundation to power any AI initiative.
Our solution also includes AI-enhanced workflows that add a layer of intelligence, enriching records, uncovering gaps, and enabling smarter decisions across your GTM motion. -
We sell across regions and product lines. How do we avoid duplicate outreach and misaligned ownership?
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When Salesforce data isn’t structured to reflect how your team sells across tiers, regions, product lines, or acquired entities, ownership can get messy. Reps may unknowingly work different parts of the same enterprise customer, creating confusion and overlap.
Our hierarchy automation connects related accounts into a single, unified structure, so ownership is clear, territories align, and account conflicts are avoided.
Check out Complete Hierarchies -
We’re merging Salesforce orgs. How do we make sense of the combined customer base and start selling quickly?
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Mergers and acquisitions are high-stakes moves, and without a clear view of your unified customer base, it’s hard to realize ROI from the deal.
We help you surface that view early, so you can start identifying cross-sell opportunities, assigning ownership, and prioritizing accounts right away. Then, with flexible deduplication tools, you can decide what to merge, what to retain, and clean up your data on your own timeline without slowing down go-to-market execution.
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How do we track NRR when accounts are split across teams, products, or geos?
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Most NRR reporting only reflects activity at the individual account level, but that misses the bigger picture. Growth, churn, and expansion often span subsidiaries, regions, and product lines.
We help you organize those relationships into unified hierarchies directly within Salesforce, so you can track Enterprise NRR across the full customer footprint. Enterprise NRR is becoming the new standard, and you can’t get there without hierarchy clarity.
