Complete Hierarchies is a Salesforce-native SaaS solution designed to automate the creation, maintenance, and visualization of account hierarchies within Salesforce. Unlike Salesforce’s native Parent Account field, which is limited to single, manual linkages, Complete Hierarchies uses advanced automation to connect parent-child accounts, even when data is incomplete or fragmented. The platform integrates with any third-party data provider, such as Dun & Bradstreet or ZoomInfo, but can also function using internal identifiers. It supports multiple hierarchy views (e.g., legal, partner, go-to-market), drag-and-drop customization, and overlays related records for comprehensive corporate structure analysis. The solution is built to reduce manual data management, enhance sales team visibility into complex account relationships, and support strategic sales initiatives like upselling and whitespace analysis.

Key Features

Full Hierarchy Automation Automatically builds and maintains account hierarchies, reducing manual effort.

• Links accounts using third-party or internal data
• Handles missing or incomplete parent account data

Custom Hierarchy Builder Enables users to rearrange account structures with a drag-and-drop interface.

• Quickly modify and save hierarchy views
• Supports custom, legal, partner, and GTM hierarchies

Multi-Hierarchy View Allows saving and toggling between different hierarchy perspectives.

• View legal, partner, go-to-market, and custom structures
• Overlay related records, including child and grandchild objects

Roll-up Hierarchy Reporting Aggregates data for sales performance and relationship health monitoring.

• Enables advanced reporting across entire corporate families
• Identifies upsell and cross-sell opportunities

Alerts and Data Quality Tools Flags duplicates and account ownership overlaps.

• Maintains clean, actionable data
• Integrates with data providers for enrichment

Whitespace and Product Sold Views Highlights accounts not yet in Salesforce and visualizes product penetration.

• Identifies whitespace for new opportunities
• Supports D&B integration for external account discovery

Benefits

Improved Data Quality and Consistency Ensures accurate, up-to-date account hierarchies.

• Reduces manual errors and fragmented data
• Integrates with leading data providers for enrichment

Enhanced Sales Visibility and Strategy Gives sales teams a clear view of corporate structures and opportunities.

• Identifies upsell, cross-sell, and whitespace
• Supports strategic account planning

Operational Efficiency Automates repetitive data management tasks.

• Saves time for admins and sales ops
• Reduces manual linkage work by up to 80%

Flexibility and Scalability Adapts to any data provider and business structure.

• Supports multiple hierarchy types and custom views
• Scales for organizations of any size