ACCOUNT HIERARCHY ORGANIZER

ACCOUNT HIERARCHY ORGANIZER

Build, Maintain and Visualize Account Hierarchies in Salesforce™

Build, Maintain and Visualize Account Hierarchies in Salesforce™

DataTrim Account Organizer

The Account Organizer gives you the 360° view of your Account Hierarchies

-Roll up revenues in account groups.
-Identify cross-sell opportunities.
-Position new prospective accounts into an Account Hierarchy.
-Visualize the Account Hierarchies directly on the Account Detail Page.
-Easy navigation between Accounts, Opportunities and Contacts.
View our App on the AppExchange
Account Merge, Change of Ownership, Parenting and re-parenting.

With the Account Organizer you can manage all this in one Easy-to-Use Solution.

HOW THE ACCOUNT HIERARCHY ORGANIZER WORK !

Organize Accounts with a Single-Click

Inline Account Overview

Advanced Search and Filter Functions

Search on Duns number from e.g Data.com

Includes Account Merge Feature

List View
Account View
Global View
1 License for FREE

Additional Licenses: $3/user/month

Inline Account Overview on the Account Page Detail

Direct access to all accounts in the group

One-click access to Opportunites and Contacts

Enabeling the account manager to organize the account hierarchy

Searching accounts based on ownership/territory

Simple Filtering to refine list

One-click Buttons for managing accounts

Combinational searching, multiple criterias

Best In Class Merge Wizard

Select Values using Check boxes

Edit the Records using inline-editing

Shows only the Fields where the 2 accounts have differnet values

Places Read-Only fields at the bottom

Visualize and Manage your
Account Hierarchies with
the Account Organizer for Salesforce™

Linking Accounts as Parent-Child

Unlinking Childs from Parent

Organize from List View

Organize from Account Detail

Change Account Owner

Fuzzy and Simple Search

Merge Accounts

One-click Creation of Parent Accounts

Filter Functions

Advanced Filter with full SOQL support

Search on DUNS Numbers / Ultimate Parent

Search on Dupe Alert results

ACCOUNT HIERARCHY ORGANIZER PRICING





Not for profit pricing:
Not for Profit organisations receives a 33-50% discount on the above price list. Contact us for more details
Ordering:
Send us an email with the number of licenses needed.
Payment can be arranged by Credit Card.




Not for profit pricing:
Not for Profit organisations receives a 33-50% discount on the above price list. Contact us for more details
Ordering:
Send us an email with the number of licenses needed.
Payment can be arranged by Credit Card.

Let’s Get Started

Don’t hesitate to contact us with any questions which you may have

Let’s Get Started

Don’t hesitate to contact us with any questions which you may have