Hierarchy Management

 

Agile and flexible, customer, account and product hierarchy management 

 
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Hierarchies represent relationships within and between various domains such as people, organizations, products and more.

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ACCOUNT HIERARCHIES FOR SALES

For organizations, it shows the various parents and its child entities and how they are related to each other. An organizational structure, in which there are successive branchings and subdivisions, is often used to understand the affiliations between organizations.

Reltio's powerful hierarchy management in conjunction with a strategic partnership with Dun & Bradstreet, brings a universe of high quality data to enrich accounts. Reltio Cloud discovers matching records in the Dun & Bradstreet data repository and merges the best possible matched record with the company’s account profile automatically, delivering a powerful Account 360 solution.

PRODUCT HIERARCHIES FOR BRANDS

Accurate, timely and reliable product information is important for a variety of business initiatives such as detailed market, sales and competitive analysis, leading to better planning for faster product launches and improved supply chain efficiency. 

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Reltio supports flexible product hierarchies by markets, brands, segments and geographies that can be categorized, organized and analyzed from multiple perspectives. These hierarchies can then be easily correlated and included in context with applications that refer to the use of those products. Learn more about how this is being used for product MDM and hierarchies for life sciences

Traditional master data management (MDM) tools have offered basic hierarchy management visualization primarily for data stewards, leaving extended capabilities and involvement of business users offered in either a custom build or ad hoc processes. 

Reltio's Modern Data Management platform provides out-of-the-box advanced hierarchy management, within a foundation of next generation MDM, using new Self-Learning graph technology to ensure structured data governance and enable collaborative data curation across marketing, sales, finance and support teams.

RELIABLE ACCOUNT PROFILES

Teams get complete account profiles augmented with interaction data from sales,  finance, and marketing. Navigating the organization becomes easier with custom hierarchies. Businesses can determine the accurate alignments, pricing, discounting, taxation, credit risk, and contract adherence across all hierarchy nodes. Sales teams can find product gaps across account hierarchies to uncover cross-sell and upsell opportunities.

CONTEXTUAL INFORMATION

Model hierarchies and relationships, to manage custom hierarchies beyond legal structures. Add business logic, such as sales territory alignments, to create visual, actionable views of customers and suppliers. Out-of-the-box dashboard monitors data quality and completeness and alert users about missing information such as DUNS number, email, and verified address.

RAPID TIME TO VALUE

Rapidly deploy a Reltio Cloud powered data-driven application unique to their industry and domain. The real-time configurable data model adapts to business needs across any use case, and for any industry, without tedious customizations. Companies can quickly implement changes to sales alignments required because of restructuring, or an M&A event.

FULL TRACKING AND TRACEABILITY

Reltio provides end-to-end traceability so that everyone in the enterprise, depending on their role and authority, will be able to see the updates and changes to hierarchies. 

MONITORING PRODUCTIVITY, EFFECTIVENESS AND CLOSING THE LOOP

The next generation of Modern Data Management PaaS offers ongoing monitoring of governance and curation efforts. Reltio ensures that the data gathered helps inform everyone across the enterprise as to the outcomes and ROI, focusing in on which areas can be improved for continuous self-learning.

RECOMMENDED OR AUTONOMOUS ACTIONS

Reltio offers more than just a way for teams across the enterprise to collaborate and govern data. Business users and data stewards can use Reltio to leverage machine learning for recommended actions in the context of workflow to guide them towards what to do next. Or take action autonomously on their behalf.