Manage your Account Hierarchies
Manage your Account Hierarchies
Organize Accounts with a Single-Click
Inline Account Overview
Advanced Search and Filter Functions
Search on Duns number from e.g Data.com
Search on Match results from Dupe Alerts
Includes Merging Features
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 account in the group
One-click access to Opportunites and Contacts
Enabeling the account manager to organize the hierarchy
Searching accounts based on ownership/territory
Simple Filtering to refine list
One-click Buttons for managing accounts
Combinational seraching, multiple criterias
Learn More about DataTrim Account Organizer...
Learn More ...
Select Video from playlist

Introduction

Account Organizer Introdution - 2:57

Search By DUNS Numbers

Search By DUNS Numbers - 2:02

DataTrim Dupe Alerts Intgration, Search by match results

Search by match results - 1:23

Combining multple searches

Combining multple searches - 1:36
Request Live Demo
Account Organizer Pricing

Starter

FREE

1 License
  • -
  • 1 FREE License
  • -
  • yes
  • Linking Accounts as Parent-Child
  • Unlinking Childs from Parent
  • Organize from List View
  • Organize from Account Detail
  • Merge Accounts
  • One-click Creation of Parent Accounts
  • Change Account Owner (Max 5 accounts at a time")
  • Simple Search, (Max 25 results)
  • Fuzzy Search (Max 25 results)
  • Search on DUNS Numbers
  • Search on Dupe Alert results
  • Basic Filter Functions

Unlimited

$5000

per Organisation / year
  • -
  • Unlimited Number of Users
  • -
  • yes
  • Linking Accounts as Parent-Child
  • Unlinking Childs from Parent
  • Organize from List View
  • Organize from Account Detail
  • Change Account Owner
  • Simple Search
  • Fuzzy Search
  • Search on DUNS Numbers
  • Search on Dupe Alert results
  • Merge Accounts
  • One-click Creation of Parent Accounts
  • Filter Functions
  • Advanced Filter with full SOQL support
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.

DataTrim Account Organizer Installation and Setup
DataTrim Account Organizer
John Hulina - "Simple and useful!
This app made it easy for me to group my large customers that have multiple locations under one parent.
What would have taken me a ton of clicks or required me to export and re-import accounts using Data Loader now can easily be done from a list view."
Version 1.22
Production Org.:
Start Installation
Sandbox Org.:
Start Installation
The buttons above will instal the Free Trial version of our app.
Upon registring/ordering, we will make the license active.
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