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Lead deduplication: part of your lead qualification process

by Administrator | Jan 16, 2023 | DataTrim Dupe Alerts, DataTrim Entry Check, How To, News

Make Lead deduplication an integral part of your Lead qualification process. With salesforce passing its 20th birthday, Customer Relationship and Lead Management is no longer the new unexplored space where you can start with a clean blank paper. Databases now contains...
DataTrim Entry Check, Release: Spring 2023

DataTrim Entry Check, Release: Spring 2023

by Administrator | Jan 16, 2023 | DataTrim Entry Check, News

New Release – DataTrim Entry Check – Spring 2023 General availability: January 2023 As of the Salesforce Summer ’22 release, Salesforce Platform API legacy versions below version 31.0 have been deprecated and are no longer supported by Salesforce....

Hidden gems of DataTrim Entry Check

by PeterAdmin | Oct 21, 2022 | DataTrim Entry Check, How To, News

DataTrim Entry Check Extras: Features you might not have discovered yet DataTrim Entry Check is a simple to use app. It helps preventing users from entering duplicates, but there is more under the hood. Check out some of the hidden gems in this article, and get more...
Account Organizer – Summer 2021

Account Organizer – Summer 2021

by PeterAdmin | Jun 29, 2021 | Account Organizer, News, Support

New Release: DataTrim Account Organizer – Summer 2021 With hundreds of installs and feedback from a number of existing clients, we have listened. We developed and is proud to deliver a brand-new version of the DataTrim Account Organizer. A new version which not...

Opportunities and Contacts in an Account Hierarchy

by PeterAdmin | Jun 29, 2021 | Account Organizer, News, Products

By displaying Opportunities and Contacts in an Account Hierarchy structure, it becomes easier to see where the Opportunities are linked, and where the contacts who are influencers or decision makers are located. Opportunities by hierarchy Getting and overview of...

Account Organizer – Winter 2021

by PeterAdmin | Nov 26, 2020 | Account Organizer, News, Support

New Release: DataTrim Account Organizer – Winter 2021 Get a 360° View of your Account Hierarchies.Watch Introduction Video -Leverage advanced search algorithms, Duns numbers etc. to get all accounts from a large organization into a single view, for one-click...
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Related Articles

  • Lead deduplication: part of your lead qualification process
  • DataTrim Entry Check, Release: Spring 2023
  • Hidden gems of DataTrim Entry Check
  • Roll-up Revenue to Ultimate Parent Accounts
  • Merge Rules and Record Survivorship
  • Deduplication of Candidate Records
  • Deduping Non-Parsed Candidates
  • Account Organizer – Summer 2021

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