Account Management Feature Overview
Salesforce gives your entire company a 360-degree view of each of your customers, enabling you to acquire deep knowledge of every account, facilitate collaboration across your organization, and build and maintain strong, lasting customer relationships.
This feature is available in all Editions.
Training and Best Practices
Feature Details
Salesforce gives your entire company a 360-degree view of each of your customers, enabling you to acquire deep knowledge of every account, facilitate collaboration across your organization, and build and maintain strong, lasting customer relationships.
This feature is available in all Editions.
Training and Best Practices
Feature Details
- 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).
- Reference Management: Manage customer reference programs by identifying and managing the accounts that can serve as marketing and sales references.
