NEWS FROM OUR PARTNER THE EXCHANGE INFORMATICA WINTER 2021 GET A CLEAR VIEW OF FOUR BENEFITS OF PROPERLY MAPPING AND MANAGING DATA HIERARCHIES: • Clearer Visibility: View connections between your customers and prospects to inform YOUR TOP business strategy. • Better Reporting: Make connections between accounts to direct marketing, sales, legal, CUSTOMERS. and procurement efforts. • Smoother Selling: Identify subsidiaries of established accounts to upsell and prospect. • Effective Territory Management: Reduce costs and increase efficiencies by aligning sales efforts. THREE WAYS DATA HIERARCHIES CAN HELP BUSINESSES ORGANIZE THEIR CUSTOMER DATA: • Multi-view: Marketing, sales, and service can track campaign influence, better understand sales forecasts, and identify cross-sell and upsell opportunities across an entire organization. • Multi-source: Create, edit, compare, manage, and view additional hierarchies from various data sources in real time. • Multi-type: Categorize hierarchies based on business unit type or prebuilt legal, franchise, or sales type rules. With a single view of the customer, data can be leveraged cross-departmentally. Make informed business decisions with data hierarchies. Rolling up and drilling into data hierarchies allows companies to organize and manage complex business relationships and ownership models in a single, consolidated view. This gives executives With the proper implementation of data hierarchies, everyone from executives to sales reps on the insight into who their top customer is globally, by region, by salesperson, by legal entity, and more. floor can access data to see how each customer is positioned relative to other entities. This enables AppExchange partner Informatica shares how to use a variety of hierarchical views of customer businesses to gain a thorough understanding of customer interactions and take the appropriate data within Salesforce to make informed business decisions. action to build and strengthen their customer relationships — from the top customers down. LEARN MORE ABOUT INFORMATICA FOR SALESFORCE ON APPEXCHANGE. 11