What are the benefits of using Hierarchy Explorer?

Why should your organization adopt Hierarchy Explorer? It moves beyond simple lists of accounts and provides a dimensional view of your data.

Hierarchy Explorer can help your users to:

• Visualize the “big picture” - Instead of clicking through individual parent/child records, users can see the entire ecosystem of a health system in a single, expandable tree view. This reveals relationships that might be missed, including accounts outside of the user’s territory.
• Use powerful filtering capabilities - Users can filter the data of a massive health system to find the exact records they are looking for. For example, they can filter data to show only HCOs that have Neurologists, thereby instantly highlighting where your sales team should focus. Tabs across the top of the Hierarchy Explorer allow users to quickly save and re-apply filters. When users apply filters, they extend to all levels of the hierarchy, not just the part currently in view.
• Add and update HCPs efficiently - Users can quickly add new HCPs to the hierarchy and easily submit Data Change Requests to update HCP records without having to navigate to every account record.
• View customized hierarchies - Users aren't limited to a generic view. Organizations can create custom hierarchies that matter to specific teams—for example, a view specifically for Oncology or a view for your Sales hierarchy—ensuring users see only what is relevant to their goals.