More tools. More data. More problems.
High-tech companies are scaling fast, but tool sprawl, M&A, and AI adoption are exposing data gaps. To stay ahead, teams need clean, connected records that power automation, GTM precision, and faster decisions.
AI falls short without accurate data
AI tools rely on complete, up-to-date records to work properly. When data is inaccurate or incomplete, AI surfaces the wrong insights and drives poor decisions in targeting, segmentation, and forecasting.
Multi-cloud stacks create disconnects
Adding more tools across GTM motions fragments data across.
Disconnected platforms, mismatched records, and duplicate entries prevent teams from sharing a complete view of the customer.
M&A introduces more data and more risk
Mergers and acquisitions flood Salesforce with outdated, duplicate, and incomplete records.
Without a structured merge process, teams face ownership conflicts, manual cleanup, and delays in realizing value.
“Due to multiple acquisitions, we faced significant data challenges with a high volume of duplicate records. Traction Complete has been instrumental in allowing us to pick and choose the best data to retain. This has been crucial in dealing with the legacy data from the acquired companies and ensuring we have a cleaner, more accurate view of our customers.”
Customize automation for AI-ready data
High-tech teams need automation tailored to how they operate. Our Automation Engine lets you define how you standardize fields, resolve duplicates, and organize account relationships to support your GTM strategy.
AI-enhanced workflows add another layer of intelligence, helping you identify data gaps, reduce manual cleanup, and ensure the information feeding your AI tools is complete, accurate, and ready for action.
Unify account hierarchies to uncover revenue opportunities
Understanding enterprise relationships helps teams uncover whitespace across complex accounts. Customizable, automated hierarchies let you structure those relationships to match your GTM strategy by region, segment, business unit, acquisition, or partner.
And when account links are missing, AI-enhanced hierarchy augmentation fills in gaps like Global Ultimate, Domestic Ultimate, and Direct Parent, so you can act with confidence.
Merge data without losing momentum
Merging Salesforce orgs after an acquisition or consolidation introduces thousands of records, conflicting ownership, and duplicates.
We help resolve duplicates, preserve critical fields like consent and activity history, and ensure accounts, leads, and opportunities get reassigned accurately without disruption.
Automate lead-to-account matching and complex assignments
We help high-tech teams automate complex lead-to-account processes by matching leads to the right accounts, opportunities, and custom objects based on your GTM rules.
Assignments can follow territory, product, buying stage, or ownership logic — all without manual work or rigid Salesforce limitations.
Get a clearer view of NRR across the full customer relationship
When your accounts are siloed or duplicated, your NRR metrics only tell part of the story. We help you clean your data and align accounts under the right hierarchies so you can connect renewals, churn, and expansion across the entire customer footprint, giving your team the visibility they need to drive long-term growth.
How Cisco improved lead & account assignment accuracy by 150%
“We implemented Complete Hierarchies because Cisco doesn’t use standard territories. We actually have a territory ID and Hierarchies has enabled us to assign an owner to those territory IDs which can then dynamically assign all records related to those accounts.”
FAQ
A partner with answers
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Our data’s a mess. Can we still use AI effectively?
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AI is only as good as the data behind it. Traction Complete helps you ensure that your Salesforce data is accurate, consistent, and free of duplicates, providing a solid foundation to power any AI initiative.
Our solution also includes AI-enhanced workflows that add a layer of intelligence, enriching records, uncovering gaps, and enabling smarter decisions across your GTM motion. -
We sell across regions and product lines. How do we avoid duplicate outreach and misaligned ownership?
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When Salesforce data isn’t structured to reflect how your team sells across tiers, regions, product lines, or acquired entities, ownership can get messy. Reps may unknowingly work different parts of the same enterprise customer, creating confusion and overlap.
Our hierarchy automation connects related accounts into a single, unified structure, so ownership is clear, territories align, and account conflicts are avoided.
Check out Complete Hierarchies -
We’re merging Salesforce orgs. How do we make sense of the combined customer base and start selling quickly?
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Mergers and acquisitions are high-stakes moves, and without a clear view of your unified customer base, it’s hard to realize ROI from the deal.
We help you surface that view early, so you can start identifying cross-sell opportunities, assigning ownership, and prioritizing accounts right away. Then, with flexible deduplication tools, you can decide what to merge, what to retain, and clean up your data on your own timeline without slowing down go-to-market execution.
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How do we track NRR when accounts are split across teams, products, or geos?
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Most NRR reporting only reflects activity at the individual account level, but that misses the bigger picture. Growth, churn, and expansion often span subsidiaries, regions, and product lines.
We help you organize those relationships into unified hierarchies directly within Salesforce, so you can track Enterprise NRR across the full customer footprint. Enterprise NRR is becoming the new standard, and you can’t get there without hierarchy clarity.
