ACCOUNT ORGANIZER
Roll-up Revenue to Ultimate Parent Accounts
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...
Account Organizer – Summer 2021
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 only...
Get Your Top-Level Accounts in one single view
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...
Searching and Filtering in the Account Hierarchy
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...
Opportunities and Contacts in an Account Hierarchy
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...
Account Organizer – Winter 2021
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...
Merge Accounts in Lightning – Account Organizer
Best in Class, Account Merge Wizard, Now available! The DataTrim Account Organizer App has now been enriched with the successful Merge Wizard functionality from DataTrim Dupe Alerts. You can now, not only Create and Maintain your account...
Account Organizer now Available for Lightning
May 2017 The Account Organizer is now also available for Lightning: the Interactive Account Hierarchy Add the interactive Account Hierarchy to the Account Detail page and it will appear in Lightning design style, or for lightning you may want to create a separate Tab...
Account Hierarchy Builder = Account Organizer
Introducing Account Organizer Version 2! New Features and Functions: -Building hierarchies based on Duns Numbers (Dun & Bradstreet) -Creating a Parent Account on the fly -Freezing accounts in your list for additional searches -Enhanced Search capabilities...
Organizing Account using DUNS Numbers
With the integration of data from data sources like data.com, or enrichment through external services, many companies store the Duns numbers alongside their account data. The duns number helps provide a unique identifier which allows records to be update regularly and...
DataTrim Dupe Alerts and Account Organizer integration
The DataTrim Dupe Alerts is a deduplication solution which excels in searching your database to find accounts, contacts and leads which are related and thus potential duplicates. When matching accounts these potential duplicates may in reality be accounts which one...
Organizing your Accounts
“Ron Cowan, Zimmer Dental: Data integrity is the ‘elephant in the room’ of all CRM systems. A lack of a global process to reduce duplicate records is a primary reason why many CRM systems fail. If users cannot trust the data, they will stop using the system. ”...
FREE App from DataTrim: Account Organizer
-If you think viewing, building and managing account hierarchies is an important part of managing accounts, identifying up-sell and cross-sell opportunities etc. then check out this App: Organizing your Account Hierarchies “A new way of organizing your Account data,...
Account Organizer, A New Data Cleaning utility
Working with account hierarchies can sometimes be challenging, which account is the parent, which one is the child, are the duplicates, who is the account owner etc. With Account Organizer you can manage all this in one single view. Organize your Accounts Whether you...