Click Presidio Technology to see more about this account.
7. Account View
The Account View shows all of the contextual information about all of the actions across an entire account. At a glance, you can tell who owns the account and what’s new in the company and industry.
8. Account Opportunities
The Account View also shows you who to get in touch with and what’s been discussed in the past.
Understand your customer.
9. Understand your customer.
You can see what open opportunities or open service cases exist with the account. You can see the size of the deals, who owns them, when they’re due to close and more — all at a glance. And, it’s easy to be aware of ongoing issues when managing the sales side.
Salesforce1 Mobile App
10. Salesforce1 Mobile App
Finally, all of this information is available at your fingertips, in real-time, wherever you go thanks to the Salesforce1 mobile app.
Start delivering a smarter, faster, customer experience.