Account Organizer, Best Practice, How To
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...
Account Organizer, News, Products
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, News, Support
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...
DataTrim Data Laundry, News, Uncategorised
Data Quality Dashboards, out of the box. Support for Custom Data Quality Score formulas, and the ability to schedule the Data Laundry to clean your Laundry Baskets on a scheduled basis. All New features of the June 2020 release of the DataTrim Data Laundry App. Data...
DataTrim Dupe Alerts, News, Support
New Release, General availability: April 2020 New Release – DataTrim Dupe AlertsFeaturing: Merge and Convert 1000’s of records using Batch Jobs Introducing a 3-step wizard to setup and run Merge and Convert as Batch Jobs. Allows you to process 1000’s...
