Account and Contact Management

Give Everyone an 360-degree Customer View

Online contact management from Salesforce gives your entire company 360-degree view of each customer, enabling you to acquire deep knowledge of every account and contact, facilitate communication across your organisation, and build and maintain strong, lasting customer relationships.

Online Customer Account and Contact Repository

Web-based contact management provides online 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. Sharing rules securely control who accesses specific data within shared accounts.

Integrated Account History

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

Account Hierarchy

Define parent-child relationships between accounts to depict complex organisations with multiple subsidiaries or divisions. Achieve a fully integrated contact management approach at all contact points within the organisation.


Team Account Management

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

Customer Reference Management

Identify and manage accounts that can serve as marketing or sales references in your customer reference programs.

Client Management

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

Microsoft Outlook Integration

Integrate all your Microsoft Outlook contact information with Salesforce and use Outlook email to communicate with customers while easily capturing everything in Salesforce at the same time for organisation-wide visibility. You can even embed Salesforce directly into Outlook. Click here to learn more about Outlook integration with Salesforce.

 

Salesforce also features Contact Management for Customer Support and Service processes to help you provide superior service and build strong, lasting customer relationships.

Salesforce's Sales Management capabilities include features to manage many other core sales activities alongside Contact Management:

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