1. Put hierarchy building on autopilot
Avoid fragmented hierarchies by automating the creation and maintenance of corporate family trees in Salesforce
2. Maximize land & expand
Uncover whitespace accounts and existing relationships within a corporate family tree that lead to upsell & cross-sell opportunities
3. Drive smarter decisions
Empower decision making by tracking key metrics across corporate family trees including opportunity count, close rate, and whitespace penetration
4. Automated mapping
Leverage third-party data sources to automatically create and maintain corporate linkage data in Salesforce
5. Intuitive hierarchy builder
Visualize and modify hierarchies directly in Salesforce to match your go-to-market strategy
6. Whitespace view
Enable users to view an entire hierarchy, including accounts that aren't in Salesforce
7. Roll-up reporting
Save time and feel confident reporting across hierarchies with built-in roll-up reporting