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Free

Rating

(1)

Listed On

4/7/2015

Latest Release

9/23/2014

Easily drill-down, roll-up, build-out account hierarchies.

Ultimate Account is Salesforce1 ready! Navigate your most complex accounts anytime, anywhere, on any device. Roll-up for the big picture. Unroll with one click for the details. See opportunities clearly and make smarter, more profitable decisions.

  • Ultimate Account is easy - view and navigate your hierarchy anytime, anywhere, on any devise.
  • Ultimate Account eliminates account noise and pinpoints opportunities, trends, activities, and revenue streams that drive business success.
  • Ultimate Account allows you to customize your hierarchies for your specific needs through simple drag and drop functionality.
Transforming the way you do business, Ultimate Account let's you see your accounts in a whole new way. You’ll gain a new level of control and precision over all your accounts. ####Ultimate Account plugs into your existing Salesforce configuration, providing total flexibility and visibility across account hierarchies. With one click you can access a 360° view of all account activity. Roll up account details and filter custom views using any criteria you choose. Drill down instantly to review the activities and performance associated with any sub-account, then flow it all together for a high-level view of the complete account. ####KEY BENEFITS:####SEE THE BIG PICTURE: Roll up data across multiple accounts to see the big picture: opportunities, profits, case status, and more.####MORE EFFECTIVE ACCOUNT PLANNING: Identify which sales rep owns which account and which account provides the most opportunity at a glance.####IDENTIFY ACCOUNT WHITE SPACE: Easily identify opportunity gaps with clear and accurate insight into accounts.####DELIGHT YOUR CUSTOMERS: Show your customers you fully understand their needs regardless of how complex an account they are.

Highlights

  • Compatible with Professional, Enterprise, Unlimited, Force.com, Developer, and Performance EditionsProfessional & Up
  • Optimized for the Salesforce1 mobile appSalesforce1 Mobile
  • Apps, tabs, and objects in this package don't count against org limitsNo Limits

Contents of managed packages don't count against your org's app, tab, and object limits. Contents of unmanaged packages count against these limits, so check your org before installing.Package Contents

  • Custom Objects: 5
  • Custom Applications: 1
  • Custom Tabs: 4

Lightning components are building blocks for Salesforce apps. Use global components to build custom apps with tools like Lightning App Builder and Community Builder.Lightning Components

  • Global: 0
  • App Builder: 0
  • Community Builder: 0

Requirements

Other System Requirements
For Salesforce1:##- iOS or Android compatible device with Salesforce1 app installed.

Support

Additional Information

Package Name
Ultimate Account
Version
Ultimate Account 1.8 / 1.81.0
First Release
4/7/2015
Latest Release
9/23/2014
Languages
Shift CRM
Toronto, Ontario, Canada
Founded
2009
Phone
416-635-1300 x1

Transforming media businesses with Salesforce.##Streamlining ad sales and ad management in the cloud.####Shift is the most trusted Salesforce consulting partner for media. Shift implements, configures and customizes the world’s #1 Customer Success Platform and CRM for print, digital, broadcast, outdoor and agencies. When you talk to Shift, you benefit from the accumulated experience of 100+ successful engagements with industry leading media companies. Shift is transforming businesses with a fully integrated media management solution that automates key processes, supports cross team collaboration and provides total visibility from insertion order to invoice fulfillment. Headquartered in Toronto, Canada, with a local presence in Vancouver and New York, Shift provides both remote and onsite service to a global client list.####www.shiftcrm.com

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