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 organizations, you may sometime find it challenging.
With lots of subsidiaries, branches, brands – nation-wide or internationally, you may indirectly be managing 100’s or 1000’s of account records stored in salesforce.
Searching, finding and navigating the organizational structures is hard. Staying on top of the changes within the organisations is worse. Especially as the number of records grow and your insight into the accounts grows.
The DataTrim Account Organizer provides you with a single view of all your Top-Level Accounts. A view which let you drill down into the account hierarchy and visually see and manage the accounts hierarchies. It also enables you to view and manage activities such as opportunities, change of roles and function of key contact persons etc.
With the default list view: My Top Accounts, you will always have the same starting point, your Top Accounts: The Global Top Account Records. Navigating, drilling down and exploring the hierarchy becomes easy when you always have this top-down overview.
In addition to this, the Opportunity and Contact Tabs provides you with an insight into Opportunities and Contacts across the hierarchy. It enables you to identify decisionmakers and influencers for each deal as well as cross-sell opportunities etc. Learn more
The Account Organizer also provides you with functionality to identifying accounts not yet linked to your hierarchy, easily manage Merges and Acquisitions etc.
Learn More about DataTrim Account Organizer