by PeterAdmin | Oct 18, 2022 | Account Organizer, How To, Support
Roll-up to Ultimate Parent Accounts Want to roll-up revenue to ultimate parent accounts? Roll-up value of Open opportunities, number of opportunities, contacts and cases? Whether you are doing Account-Based-Selling (ABS) and/or Account-Based-Marketing (ABM), you would...
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...
by PeterAdmin | Jun 29, 2021 | Account Organizer, How To, Support
Global Accounts, Major Accounts, Account Based Management ? Manage your Accounts from the top and down Get your Top-Level Accounts in one single view using the DataTrim Account Organizer. As an Account Manager working with Global or Major Accounts with big...
by PeterAdmin | Jun 29, 2021 | Account Organizer, Best Practice, How To
Searching and Filtering in the Account Hierarchy is the key functionality to effectively managing accounts with many subsidiaries, locations etc. A hierarchical presentation of an account hierarchy is a better way to get a total view on the structure on an...
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...
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...
