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Description


Automated Account Hierarchies for Salesforce

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

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