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...
ClickJack Protection, Spring ’14 – Dupe Alerts
Spring '14 With the Spring ’14 Release of salesforce, ClickJack Protection will be auto enabled for new orgs, and admins are encouraged to enable ClickJack Protection for existing orgs using the associated Critical Updates. The Summary for the Critical Update is not...
Case Story – MEDA.: Custom Entry Check
Adopting Entry Check to work with Program Intake… Duplicates enter from many sources and with the power of the salesforce platform you can develop custom entry pages which collect data for the contact but also related data like cases, opportunities etc. from one...
Global Data – is your data quality up to it?
Certain industries like Medical Devices are often challenged with a global database, and the management of the data becomes a choice between a centralized model and a team of distributed members where each member manages their local part of the data. These Data...
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. ”...
Data Stewardship – a new skill for your Linkedin profile?
“We should all be proud of adding Data Stewardship to your LinkedIn profile, or even better; having a friend endorsing our data stewardship, - wouldn’t that be cool?” Although the origin of the Steward originates from the house keepers and servants of old Scottish...
Merging Records – Survivorship considerations
“The ability to not only merge everything, but to be able to review and carefully merge not so obvious duplicates is essential in a deduplication process” -Deduplication is a 2 step process. First you define which records you want to match, and you apply some...
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,...