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Roll-up Revenue to Ultimate Parent Accounts

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...

Merge Rules and Record Survivorship

by PeterAdmin | Jul 27, 2022 | DataTrim Dupe Alerts, How To, Support

Merge Rules and how to select what data to keep during the merge process. When merging records in salesforce all related data such as Activities, Attachments etc. are always moved across from the Dupe (the record which goes away) to the Survivor (the records which...
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...

Get Your Top-Level Accounts in one single view

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...

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...
DataTrim Dupe Alerts, Release: April 2020

DataTrim Dupe Alerts, Release: April 2020

by Administrator | Apr 29, 2020 | DataTrim Dupe Alerts, News, Support

New Release, General availability: April 2020 New Release – DataTrim Dupe AlertsFeaturing: Merge and Convert 1000’s of records using Batch Jobs Introducing a 3-step wizard to setup and run Merge and Convert as Batch Jobs. Allows you to process 1000’s...
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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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