Account Hierarchy Organizer
By d2b International ApSData Management
- Rating
- 4.5
- Reviews
- 13
- Pricing
- Free
- Paid plans from $299 per user per year
- Listed since
- 2013
About Account Hierarchy Organizer
Flexible Account Hierarchy for Salesforce™
Data Quality and Clean Data are key to successful adoption of your salesforce implementation. Working with account hierarchies can sometimes be challenging: Identifying where the account is in the hierarchy, the opportunities and to which location to the contact is associated is important to know. Moving Opportunities and Contacts, Parenting New (orphan) Accounts, Merging duplicates and Account Owner assignment is part of managing your account records. With Account Organizer you can manage all this in one single view.
The Account Organizer helps you getting the 360 view… Rolling up revenue to Major Accounts Identification of cross sell opportunities Positioning new prospective account into the account hierarchy
Fuzzy Search using our proven matching capabilities. Searching DUNS number from e.g. Data.com, Advanced filtering and support for advanced SOQL queries Integration with DataTrim Dupe Alerts
Highlights
- Easy navigation between Accounts, Opportunities and Contacts. All displayed within the hierarchical structure so you know where an opportunity is or where an influencing Contact is located
- Use dynamic filters to display relevant accounts, and default filters to permanently exclude e.g. inactive contacts, contacts with opt-out etc.
- Manage hierarchies, by finding orphan account to include, Merge duplicate accounts and contacts. Move Opportunities and Contacts, add contacts to campaigns etc
Screenshots
Image 1 of 9
Pricing
Free, paid plans from $299 per user per year.
| Plan | Price | Billed | Free trial |
|---|---|---|---|
| 1 Full User | $299 per user | Yearly | 30 days |
| 10 Users | $499 per company | Yearly | 30 days |
| 50 Users | $699 per company | Yearly | 30 days |
| 100 Users | $999 per company | Yearly | 30 days |
| 250 Users | $1,999 per company | Yearly | 30 days |
| Unlimited | $5,000 per company | Yearly | 30 days |
Compatibility
- Works with
- Sales Cloud
- Service Cloud
- Requires
- Sales Cloud
- Salesforce editions
- Enterprise
- Unlimited
- Performance
- Developer
- Salesforce Platform
- Lightning Experience
- Supported
- Salesforce mobile app
- Not supported
- Salesforce security review
- Passed on April 26, 2021
- Languages
- English
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