< Back to Digital Library

Account Hierarchy Master Class: Aligning Your Enterprise Account Data

Account Hierarchy Master Class: Aligning Your Enterprise Account Data

Aligning your enterprise account data is mission-critical. Having an accurate representation or understanding of a corporate family tree is a cornerstone strategy for selling into enterprise-level deals and is crucial for your entire revenue team.

After all, money does grow on trees...

This first Master Class will dig into aligning your enterprise account data, the impact on your go-to-market environment, and where to start when it comes to building and visualizing account hierarchies.

Discussion topics

  • How other top companies are tackling enterprise account hierarchies

  • Gaps in native Salesforce account hierarchies and how to overcome them

  • An overview of how to link your customer accounts in Salesforce

Key TAkeaways

  • The quality of customer success is dependent on how organized your enterprise account data is.

  • Keep your data under control by monitoring it and creating standards to work with it.

  • Aligning your Enterprise Account Data is a group task, make it a team effort for better results.

  • Do not wait for the data to stack up, start working on aligning it in the early stages.