In this clip, the LeanData Product Team walks through LeanData’s Account Hierarchies functionality.

Account Hierarchies provides a unified, dynamic view of complex corporate structures directly within Salesforce. By automatically mapping related accounts in CRM – from global parents to local subsidiaries – LeanData delivers complete visibility across account relationships and related objects.

With this holistic perspective, revenue teams can identify whitespace opportunities, drive strategic expansion, and execute targeted campaigns across entire corporate hierarchies. Utilizing our integration with ZoomInfo, you can also uncover new, unmapped accounts across corporate families and seamlessly add them to Salesforce.

Beyond visualization, LeanData enables orchestration across the full account family with the Account Hierarchy Match Node in FlowBuilder. This allows you to reference account hierarchy data in your routing logic to streamline assignments, trigger record updates, and ensure critical notifications reach the right owners – empowering more strategic, aligned account management and eliminating missed opportunities.

Use Cases:

• Expansion Targeting: Map global parent companies to local subsidiaries to identify “whitespace” where your product isn’t yet deployed.
• Unified Account Routing: Use the Account Hierarchy Match Node to ensure a new lead from a child account is automatically routed to the Account Executive managing the global parent account.
• Strategic Notifications: Automatically trigger context-driven updates to account owners when any related object within the corporate family shows activity. 

Read the full documentation here, or catch the full conversation here.