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Traction Complete

Traction Complete's RevOps Data Management Suite for Salesforce helps revenue operations teams cleanse, connect, and orchestrate data. We're on a mission to automate complex data tasks in Salesforce, empowering organizations like Asana, Zoom, and YMCA to save time and scale faster.

Overview

Traction Complete’s account hierarchy solution, Complete Hierarchies, references ZoomInfo’s corporate hierarchy data to build and maintain account hierarchies in Salesforce automatically. 

Building account hierarchies in Salesforce is not an easy feat. With Traction Complete’s full hierarchy automation you can provide users with a holistic and always-up-to-date view of a corporate family tree, help reps spot opportunities for cross-sell and upsell, create multiple custom hierarchies, and make reporting across hierarchies seamless.

Features

Build your hierarchies fast

Pair with ZoomInfo corporate hierarchy data to automatically link parent-child accounts, identify and merge duplicates, and make updates when company structures change.

Get crystal clear visibility

Unlock a holistic view of a family tree in Salesforce with a UI that displays accounts, inferred accounts, and data from related objects, all in one location.

Reflect your go-to-market

Easily split a hierarchy or group accounts together to align with your GTM definition. Create multiple custom hierarchies in Salesforce using the drag-and-drop hierarchy builder.

Drive more revenue

Help reps sell more by highlighting upsell and cross-sell opportunities within their accounts, and providing visbility into whitespace accounts that aren’t yet in Salesforce.

Build roll-up reports easily

Track sales performance and monitor the health of your relationships across a hierarchy of accounts with built-in hierarchy and any-object roll-up reporting.

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