ACCOUNT HIERARCHY ORGANIZER

ACCOUNT HIERARCHY ORGANIZER

Visualize , Build and Maintain Account Hierarchies in Salesforce™

Visualize, Build and Maintain Account Hierarchies in Salesforce™

DataTrim Account Organizer

The Account Organizer gives you the 360° view of your Account Hierarchies
with Opportunites and Contacts


Display Account Hierarchies directly on the Account Detail page.
-View Opportunites an Contacts within the Hierarchical structure.
-Roll up revenues in account groups.
-Identify cross-sell opportunities.
-Position new prospective accounts into an Account Hierarchy.
View our App on the AppExchange
Account Merge, Change of Ownership, Parenting and re-parenting.

With the Account Organizer you can manage all this in one Easy-to-Use Solution.

HOW THE ACCOUNT HIERARCHY ORGANIZER WORK !

One Page = One view on Account, Opportunites and Contacts

Account Detail Page View

Advanced Search and Filter Functions

Search on DUNS number from e.g Data.com

Account and Contact Merge Features

List View
Account View
Global View
1 License for FREE

Additional Licenses: See below

Inline Account Overview on the Account Page Detail

Direct access to all accounts in the group

Opportunites and Contacts displayed in hierarchical structure

Easy Filtering, Sorting and navigation thoughout the hierarchy

Searching and linking orphan Accounts

Simple Filtering to refine list

One-click Buttons for managing accounts, Opportunites and Cotnacts

Combinational searching, multiple criterias

Leverage DUNS numbers for locating Parents and Subsidaries

Best In Class Merge Wizard

Select Values using Check boxes

Edit the Records using inline-editing

Shows only the Fields where the 2 accounts/contacts have differnet values

Places Read-Only fields at the bottom

Visualize and Manage your
Account Hierarchies, Opportunites and Contacts with
the Account Organizer for Salesforce™

Linking and Unlinking Accounts as Parent-Child

Create and Edit Opportunities and Contacts directly from the Hierarchy

Display your Global Top Level Account

360&grade; view on the Account Detail Page

Change Owner for Accounts, Opportunites and Contacts

Fuzzy and Simple Search

Merge Accounts and Contacts

One-click Creation of Parent Accounts

Dynamic and Default Filter Functions

Advanced Filter with full SOQL support

Search on DUNS Numbers / Ultimate Parent

Search on Dupe Alert results

ACCOUNT HIERARCHY ORGANIZER PRICING





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.




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.

Let’s Get Started

Don’t hesitate to contact us with any questions which you may have

Let’s Get Started

Don’t hesitate to contact us with any questions which you may have