Account and Contact Management

Give Everyone an End-to-End Customer View

Salesforce gives your entire company a 360-degree view of each of your customers, enabling you to acquire deep knowledge of every account and contact, facilitate collaboration across your organization, and build and maintain strong, lasting customer relationships.

Complete Account and Contact Repository

Provide online, company-wide access to all account data, including contact information, customer org charts, the role that each contact plays in your business relationship, relevant documents, partners involved in the account, and more.

Integrated Account History

Track and view all customer history in one place—including marketing campaigns, sales opportunities, customer service cases, and all interactions. Customize the information you capture and the views you create to match your business.

Account Hierarchy

Define parent-child relationships between accounts to depict complex organizations with multiple subsidiaries or divisions.


Team Account Management

Define all the people involved in managing an account, along with their respective roles (executive sponsor, dedicated support rep, and so on). Save time with automatic team assignments.

Reference Management

Manage customer reference programs by identifying and managing the accounts that can serve as marketing and sales references.

Client Management

Track and manage relationships with individual clients who are not part of a corporate entity ("account").