Traction Complete for CRM<br>Financial Management  

Traction Complete for CRM
Financial Management

Traction Complete helps operations teams across government, higher education, and healthcare manage data complexity, effortlessly. By maintaining a trusted data foundation, unlocking unparalleled visibility, and automating data quality processes, teams are able to operate and scale more effectively. Say hello and learn more at www.tractioncomplete.com.

Step 1 of 6

Get visibility into your largest accounts

Step 1 of 6

Get visibility into your largest accounts

Complete Hierarchies is an automated account hierarchy solution that helps revenue teams in government, higher education, and healthcare maximize revenue across their largest accounts in Salesforce. Complete Hierarchies gives teams visibility into accounts including government organizations, higher ed institutions, and healthcare networks.

Step 2 of 6

Automatically build & maintain account hierarchies

Step 2 of 6

Automatically build & maintain account hierarchies

With full hierarchy automation, Complete Hierarchies automatically builds the linkage between parent-child accounts, identifies and merges duplicates, and make updates when company structures change.

Step 3 of 6

Unlock a 360-degree view

Step 3 of 6

Unlock a 360-degree view

Complete Hierarchies provides reps with a 360° view of a family tree by overlaying related data including contacts, opps, cases, account ownership, and custom objects across a hierarchy.

Step 4 of 6

Drive more revenue from your largest customers

Step 4 of 6

Drive more revenue from your largest customers

Help reps sell more by uncovering upsell and cross-sell opportunities within their accounts, and identify potential whitespace accounts that aren’t yet in Salesforce.

Step 5 of 6

Build roll-up reports with ease

Step 5 of 6

Build roll-up reports with ease

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

Step 6 of 6

Customize hierarchies to reflect your go-to-market

Step 6 of 6

Customize hierarchies to reflect your go-to-market

Customize hierarchy structures in a drag & drop interface so you can account for nuances like holding companies and keep track of contracts at different levels.

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