Introducing Account Organizer Version 2!
New Features and Functions:
-Building hierarchies based on Duns Numbers (Dun & Bradstreet)
-Creating a Parent Account on the fly
-Freezing accounts in your list for additional searches
-Enhanced Search capabilities
-Integration with DataTrim Dupe Alert
-New HowTo Tutorials
Building hierarchies based on Duns Numbers
Organizations with subscriptions to Data.com, may already have lots of accounts in their database which they have extracted based on the hierarchies provided by the Duns-numbers. The Duns Parent Number, duns Domestic Parent Number, and Duns Global Parent Number provided structured information about how the companies are linked together legally.
Working large accounts, being a global account manager requires you to be able to easily detect if a new account is part of your portfolio or not. With the Account Organizer you can quickly map the new account directly into your existing structure, and even merge duplicates, assign account ownership etc. – ale from one single page.
Creating a Parent Account on the fly
When organizing your accounts you may come across situations where you identify siblings, but you may be missing out the parent, or for structural purposes and you would like to introduce the hierarchy for these 2 siblings. No need to worry by a click on a single button the Account Organizer will create a Parent record, and link the siblings to the parent creating instantly the new structure under which you can consolidate your opportunities and revenue.
Freezing accounts in your list for additional searches
Searching for companies in a global group for parent-child linkage is not always as easy as it seems. Branches, divisions, and brands owned by the parent company may not be found by a simple search.
Imagine you search for salesforce, you will of cause get all the salesforce branches/offices in your database, but will you also get data.com, radian6, or ExactTarget?
So how do you keep your salesforce parent and at the same time search for other companies with completely different names. With the new Freeze feature you can Freeze (keep) account records from previous searches in the list while appending the results of new searches to your account list. This way you will keep the parent company in the list, and you can quickly link all the found child-accounts to the parent.
Enhanced Search capabilities
Constructing a number of fuzzy searches based on a random number of fields and values is quite complex when the data and the quality of the data varies a lot as it does from database to database, but thanks to feedback from clients using the current version, we have been able to enhance (adjust and refine) the search capabilities to make the search results more elaborate and at the same time more intuitive.
Leveraging the Matching capabilities from DataTrim Dupe Alerts
With a unique integration feature linking the Account Organizer with the DataTrim Dupe Alerts application, the search mechanisms can now leverage the results of the matching performed with the popular deduplication solution, see more
New HowTo Tutorials