When growth multiplies, so does complexity.
For manufacturers, global operations, customized offerings, and M&A growth all add layers of complexity. Without clean, connected data, sales teams struggle to move quickly and scale effectively.
Globalization and multi-location operations
Manufacturers operate worldwide, often with multiple locations, distributors, and partner networks. Customer data becomes fragmented across regions and systems, making it difficult to coordinate sales, service, and operations. Without a centralized view, teams face delays, inconsistent experiences, and missed opportunities.
Customization, product variety, and servitization
Expanding product lines, custom configurations, and the shift to services and subscriptions create massive amounts of customer and asset data to manage. Sales and service teams need visibility into products, contracts, and renewals. Without it, quoting errors increase, upsell opportunities are missed, and long-term relationships suffer.
M&A and Salesforce Org consolidation
Mergers and acquisitions are a critical growth path in manufacturing, but integrating Salesforce orgs is rarely simple. Overlapping accounts, inconsistent hierarchies, and duplicate records slow down revenue realization and create internal friction. Teams need a unified customer view to unlock the value of acquisitions and retain trust.
See every customer across locations and subsidiaries
Complete Hierarchies brings accounts, plants, and subsidiaries into one structured, organized view. Paired with Complete AI, augment account hierarchies and surface connections such as acquisitions, subsidiaries, or brand relationships that data providers may not recognize.
Manage product variety and complex configurations
As product lines grow and customization increases, ensure that leads are connected to the right accounts, products, and open opportunities with intelligent lead-to-account matching. Keep data accurate and connected across the sales process, and empower teams to personalize outreach, avoid overlap, and capture more upsell and cross-sell opportunities.
Support servitization and subscription growth
Services, warranties, and product-as-a-service models bring added data complexity. Manage customer, asset, and service contract information in one connected view to ensure accuracy across every interaction. Empower sales and services teams to track renewals, capture upsells, and build long-term customer relationships.
Accelerate digital and automated selling
Reduce manual work and ensure clean, actionable data with intelligent lead routing, real-time data matching, and automated deduplication. Leverage AI directly in workflows to enrich, validate, and standardize data, keeping processes fast, scalable, and directly inside Salesforce.
Simplify Salesforce Org consolidations
Mergers and acquisitions bring new opportunities and added data complexity. Visualize overlapping accounts, deduplicate records, and consolidate account hierarchies into a single, unified view. Give revenue teams a clear customer base and identify new sales opportunities, accelerate ROI on M&As, and reduce integration risk.
How Dotmatics accelerated sales and optimized territory planning with Traction Complete
“Traction Complete has helped with territory planning and also our strategy of mapping out some of these enterprise accounts to understand from a hierarchy standpoint, are we working with any of the companies that they actually own today, and are there inroads there for us to actually get up to that main parent company?”
Features
Easily clean, organize, & 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 can we create hierarchies that align to our unique GTM?
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Traction Complete helps organizations automatically manage account hierarchies and support custom views tailored to their unique sales strategies. Work with hierarchy data from a provider, or use Complete AI to augment hierarchies by surfacing connections such as subsidiaries, acquisitions, or brand relationships that providers may not recognize.
This ensures your teams have a view that reflects how companies actually buy, not just their legal structures.
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Our product lines are expanding and services are growing. How do we keep customer data connected?
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As customization and service models increase, data gets more complex. Without automation, teams are stuck with manual work that slows things down, takes up valuable time, and drives up costs. Traction Complete eliminates that burden by connecting customer, product, and service records so every interaction ties back to the right account.
This gives sales teams clearer visibility, making renewals, upsells, and cross-sells easier to manage.
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After an acquisition, how do we quickly understand our new combined customer base so we can start pursuing sales opportunities?
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Traction Complete provides a consolidated view of overlapping accounts and opportunities so you can identify revenue potential faster and realize ROI on the transaction. It also enables your team to be strategic with deduplication by providing visibility into which records should be merged and which should remain separate, like partner-managed accounts.
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Our sales cycles are already long. How can automation help us move faster?
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Intelligent automation ensures every lead is routed to the right rep the first time. Complete AI keeps data enriched, validated, and standardized so reps spend less time fixing records and more time engaging the right stakeholders and advancing opportunities.
Learn more about Complete AI
