ENHANCE NATIVE SALESFORCE HIERARCHIES
Automate and visualize your account hierarchies in Salesforce
Streamline your RevOps process, save time on manual updates, and avoid account conflicts. Gain complete visibility into your corporate family trees to ensure no opportunities slip through the cracks and empower your sales team to close more effectively.
3,500+ REVOPS LEADERS TRUST TRACTION COMPLETE
CHALLENGE
Salesforce hierarchies can only go so far
Fragmented hierarchies
Salesforce requires child accounts to be linked directly to their parent account. Missing the parent? You’ll be left with a fragmented or inaccurate hierarchy.
Single hierarchy limit
Salesforce only supports one hierarchy view at a time. This becomes a major challenge when you need to compare legal, partner, and go-to-market structures side-by-side
Gaps in reporting
Disconnected accounts and missing relationships make roll-up reporting painful. Incomplete data leads to inaccurate forecasts, missed insights, and wasted time.
Functionality is limited
Out-of-the box functionality such as updating fields, round-robining leads, and routing objects like contacts, accounts, and opportunities, all require custom development.
Finally, Account Hierarchies that work for RevOps
SEE THE FULL PICTURE
Crystal-clear account hierarchies, all in one place
Unlock a complete view of your customer family tree with a hierarchy UI that shows accounts, inferred relationships, and related object data in one centralized location. No more digging through disconnected records or manual linking.
REFLECT YOUR GO-TO-MARKET STRATEGY
Flexible hierarchies that match how you sell
Tailor your account hierarchies to align with your specific go-to-market approach. Whether by territory, region, or buying unit, create custom hierarchies with a drag-and-drop builder that adapts to your unique sales motion — not the other way around.
REVEAL REVENUE OPPORTUNITIES
Give reps the full story — and more pipeline
Identify cross-sell and upsell opportunities by visualizing relationships across the account hierarchy. Highlight whitespace accounts and new areas within existing accounts to help sales teams drive proactive revenue growth.
CASE STUDY
How Archer automated account hierarchies to transform sales team productivity
90%
reduction in manual work
in just a few clicks
Territory reassignment
Garret Miller, Director of Revenue Operations, Archer
Our customers get results
“Must have tool to supercharge your account hierarchies in Salesforce"
“Before Traction Complete, our account hierarchies were built manually, and we lacked visibility in the complete corporate family tree hierarchy.
After implementing Complete Hierarchies, the automated account hierarchies provide us with an automated and complete view of the corporate family tree, that our Go-To-Market teams can leverage to identify whitespace and opportunities for cross-sell/upsell.
Traction Complete is a real a game-changer recommended for any Rev Ops and Sales Ops teams looking to enhance the usability of Salesforce account data.”
Akiko Oyama
Director, Strategy and Transformation
“Transform complex account data into clean territories”
"Traction Complete allows us to connect related accounts together into a parent child hierarchy. In doing so, we can uncover opportunities for expansion, account territory building and global ultimate account rollups to understand overall penetration.
Review collected by and hosted on G2.com.
The automation is amazing. When paired with an account enrichment provider, Traction Complete can build and maintain account hierarchies that can be used to manage account territories or roll up account data.”
VP of Revenue Operations
Navin Persaud
"Powerful tool, even more powerful support"
“Hierarchies offers unmatched capabilities for maximizing revenue from large customers with automated account hierarchy management. It’s a solution we never knew we needed but now can’t live without.
I’ve been thoroughly impressed by Traction Complete’s RevOps Data Management Suite for Salesforce. This powerful suite transforms the way revenue operations teams manage and optimize data. The tools are intuitive and highly effective at keeping data clean, connected, and incredibly easy to work with, leading to substantial productivity gains.”
Patrick Platon
GTM Operations Manager
FEATURES
Everything you need to build smarter, cleaner, automated account hierarchies.
Seamless Integrations, Limitless Possibilities
Frequently asked questions
Why do you need account hierarchy management software?
Purchasing account hierarchy data from providers like Dun & Bradstreet or Moody’s is useful, but it doesn’t enable automatic visualization or linking of corporate hierarchies in Salesforce. These providers don’t populate the Parent ID field at scale, making manual updates necessary—an error-prone and time-consuming process. Account hierarchy tools like Complete Hierarchies solve this by automatically managing parent-child account relationships, keeping data accurate and up to date.
How customizable are the account hierarchies to match my company's GTM strategy?
Complete Hierarchies is designed for flexibility. You can easily customize how accounts are grouped and displayed to match your exact GTM strategy. Whether by region, industry, sales segment, or custom logic, you have the control you need. The drag-and-drop builder also makes adjustments quick and intuitive.
Can we manage multiple different hierarchy views (like legal vs. sales vs. partner accounts)?
Yes, you can create and save multiple hierarchy views for different needs. Whether it's a legal structure, sales territory, or partner relationships, you can easily switch between views without impacting your underlying CRM data.
Does Complete Hierarchies integrate with our lead routing process?
Yes, Complete Hierarchies works seamlessly with lead routing systems like Complete Leads (or any lead routing tool you currently use). It ensures that incoming leads are automatically matched to the right accounts based on your hierarchy, resulting in faster and more accurate routing.
GET STARTED
See what automated account hierarchies can do for your sales process
Streamline your sales cycle, reduce manual work, and gain full visibility into corporate structures with the most flexible, automated account hierarchy solution built for Salesforce.
Here’s what you can expect after filling out the form:
Tell us your challenges
Every business is unique. Our intro call is an opportunity to understand your business, goals, and the specific challenges you face with Salesforce.
In our second call, our sales and solution consultants will work together to demonstrate how our suite can address your unique challenges.
Get a tailored demo
Meet your dedicated team
Ready to work with us? We'll introduce you with your dedicated Customer Success Manager and Account Manager, ensuring a seamless transition and setup with our suite.
Book a personalized demo
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SEE PERFORMANCE AT EVERY LEVEL
Build roll-up reports that actually roll up
Track sales performance and account health with easy roll-up reporting across the entire hierarchy — including custom objects. Get accurate metrics at the ultimate parent level and drive smarter territory planning and forecasting.
With Traction Complete, Archer automated account hierarchies in Salesforce to give their reps clear visibility into global relationships. By eliminating manual processes, they reduced data cleanup time by 90%, improved lead routing, and empowered their teams to collaborate and close more effectively.
