Account Hierarchy Organizer

Fantastic product and great support

As we began to focus on prospects at companies that had multiple levels of ownership, each with their own stakeholders, we recognized that we needed a way to zoom out and see the larger picture. DataTrim was able to do exactly what we needed and even better Peter was extremely helpful to us. Even though he was halfway across the planet he was glad to get on the phone, help pset things up, and answer any questions we might have. Would recconend him and this product to anyone

Perfect for our team

We recognized a need for an improved Hierarchy management process for our Org, and after a little bit of research, we came across the Account Organizer from DataTrim. It was perfect for our team, as it allowed us to visualize our account structure more clearly directly on the account page as its own tab, manage accounts and opps directly from the page, and reorganize structures as they change. Peter has been incredibly helpful during setup and has walked us through any questions. We really appreciate the hands on approach they are taking. Highly recommend this tool for anyone looking to improve your account organization!

Nice but did not fully work

I like the look and feel of the control. Setting and main functionality work great. However, I could never get the "Manage Hierarchy" button to work or simply be hidden. I reached out to the company for support on this issue but never received a response.

Great App, just one main issue

This app makes creating Parent/Child accounts so easy! However, the merge button wouldn't work for me. So, I wasn't able to merge duplicates. Besides that, great free app

Great visual tool and productivity enhancer

This tool allows for a quick overview of complex account hierarchy structure and customizable to show additional field (one of the few pages you cannot edit in the standard Salesforce Account Hierarchy page). Easy to set up and utilize. Documentation was fine for my needs. Makes managing account relationships a whole lot quicker for the users. Additional features I would like would be to rename column labels and ability to customize the page view. Great app!

Perfect app for Account Management

Parent-Child-Management at it´s best. Easy to use and very efficient. This app is very intuitive and lets us perform daily tasks to enhance our data quality very easily and offers a good way to structure our Account hierarchy. The Account Organizer comes in very handy when linking few accounts as well as restructuring greater amounts of Data, when in the past it would have been necessary to first export and then reimport parent-child relationships/change owners via Dataloader in a very time consuming manner. This tool is also greatly appreciated by our sales staff. Thanks to DataTrim. This app is highly recommended.

This app is a keystone for Accounts in Salesforce.

This app is so useful, I wonder why from day one, Salesforce.com did not incorporate it as a standard feature. Account Management is a fundamental need. The app is highly recommended. Peter Larsen provides us a exceptional and direct support. The only regret I have, is not use this tool since day one.

Efficient

The Account Organizer app allows me to perform day to day duties in a more efficient manner. It will greatly reduce my clerical time spent merging/linking accounts which allows me more time to connect with my clients.

Excellent app!

The Account Organizer app goes beyond the inbuilt Salesforce hierarchy functionality and will allow us to customise the view to show sales and other relevant information across related accounts, once our system goes live. That’ll be a really powerful tool for our implementation and sales team.

Written for us!

Account Organizer feels as if it had been written for us. We are implementing Salesforce at the moment for our organisation. We work with complex organisation structures, particularly in the public sector, and displaying parent-child relationships with relevant details is vital to knowing where accounts stand.