Summary
Many B2B teams operate with an incomplete view of their customers, leading to missed opportunities. LeanData Account Hierarchies provides a unified and dynamic view of account relationships directly within Salesforce. By automatically mapping related accounts, it reveals the complete corporate family tree from parent companies to local subsidiaries. This comprehensive understanding empowers your revenue teams to execute strategic GTM motions across entire account families with precision.
Key Takeaways
- Automatically build and maintain complete account hierarchies with data from any provider.
- Gain a unified view of all related objects, including leads, contacts, and opportunities.
- Find and act on specific records quickly using powerful filtering capabilities.
- Uncover hidden upsell and cross-sell opportunities within complex corporate structures.
- Route or update records instantly based on account family relationships.
FAQ
What are account hierarchies in Salesforce?
Account hierarchies show the relationships between parent corporations and their subsidiaries. Standard Salesforce functionality is limited, often requiring custom work to get a full picture. LeanData automates the process of mapping and visualizing these complex family trees.
How do account hierarchies help sales teams?
They provide a complete map of corporate structures, helping sales teams identify whitespace for cross-sell,upsell, and expansion opportunities. This visibility allows for more strategic account planning and outreach across entire account families, not just individual entities.
Can I orchestrate actions based on account hierarchies?
Yes. LeanData allows you to reference account hierarchy members within its FlowBuilder. This enables you to automate actions like routing, record updates, and notifications based on an account’s relationship to its parent or child companies, ensuring better team alignment.
Reveal the Full Picture of Your Accounts
Book a demo to see how LeanData automatically builds and maintains account hierarchies in Salesforce so your teams can identify hidden opportunities and coordinate GTM motions across entire account families.
Tags
Account-based
Buying Groups
Digital Transformation
Intelligent Go-to-Market Orchestration
Lead Management
Lead-to-Account Matching
Operations
Revenue Orchestration
Routing
