Gain a 360 Degree View of Your Accounts With Parent/Child Hierarchies in Salesforce

Fix Account Ownership Issues

Link your CRM accounts with hierarchy data to ensure prospects are assigned to sales reps accurately and equitably

Prioritize “Sellable” Targets

Filter out accounts owned by a parent company vs. a PE firm to focus sales efforts where purchasing decisions are made

Improve Sales Productivity

Ensure accurate sales territory segmentation and eliminate wasted or duplicative sales efforts on prospects with missing relationship data

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“Datafox provides great account level data, and the connection to SFDC is flawless, allowing you to bring in any custom fields you want.”

Ben Knecht

Sr. Analyst, Sales Operations, SiriusDecisions

Account hierarchies in Salesforce

Looking to improve your sales team productivity? DataFox uses advanced anomaly detection algorithms to identify duplicate accounts, hidden corruptions, and stale records in your CRM data. Based on clean CRM data, you’ll be able to design fair and equitable sales territories backed by a robust, data-driven strategy.

Infuse your CRM with parent account data to make sure your sales reps are accredited with the right prospects flawlessly. With quality data on all accounts, enable your sales team to focus their efforts where buying decisions are taken by filtering out accounts owned by a parent company vs. a PE firm. Start today!

Request a demo

Account hierarchies in Salesforce