ACCOUNT ORGANIZER
Account Organizer, April 2018 News
April 2018 A New version is available which will allow you to: -Get your HQ and Location structures sorted out, finally!! -Leverage advanced search algorithms, duns numbers etc. to get all accounts from a large organization into a single view, for one-click linking...
read moreAccount Organizer now Available for Lightning
May 2017 The Account Organizer is now also available for Lightning: the Interactive Account Hierarchy Add the interactive Account Hierarchy to the Account Detail page and it will appear in Lightning design style, or for lightning you may want to create a separate Tab...
read moreAccount Organizer, April 2015 Release
April 2015 New Features and Functions: -Inline Account Hierarchy for the Account Detail Page -Built in Views for faster identification of accounts to manage -Improves usability for filtering, including new Quick Filter -Customizable Search Results for Inline Account...
read moreAccount Hierarchy Builder = Account Organizer
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...
read moreOrganizing Account using DUNS Numbers
With the integration of data from data sources like data.com, or enrichment through external services, many companies store the Duns numbers alongside their account data. The duns number helps provide a unique identifier which allows records to be update regularly and...
read moreDataTrim Dupe Alerts and Account Organizer integration
The DataTrim Dupe Alerts is a deduplication solution which excels in searching your database to find accounts, contacts and leads which are related and thus potential duplicates. When matching accounts these potential duplicates may in reality be accounts which one...
read moreOrganizing your Accounts
“Ron Cowan, Zimmer Dental: Data integrity is the ‘elephant in the room’ of all CRM systems. A lack of a global process to reduce duplicate records is a primary reason why many CRM systems fail. If users cannot trust the data, they will stop using the system. ”...
read moreFREE App from DataTrim: Account Organizer
-If you think viewing, building and managing account hierarchies is an important part of managing accounts, identifying up-sell and cross-sell opportunities etc. then check out this App: Organizing your Account Hierarchies “A new way of organizing your Account data,...
read moreAccount Organizer, A New Data Cleaning utility
Working with account hierarchies can sometimes be challenging, which account is the parent, which one is the child, are the duplicates, who is the account owner etc. With Account Organizer you can manage all this in one single view. Organize your Accounts Whether you...
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