Today we announced the launch of our Ultimate Account app on the Salesforce AppExchange. Companies that manage complex, multi-level accounts on Salesforce often have a difficult time seeing into those accounts clearly and holistically. Without a way to see information holistically, account activities become uncoordinated, client service suffers and profitable opportunities are lost.
We built Ultimate Account on Salesforce so users can see account hierarchies and opportunities clearly, enabling smarter, more profitable decision making. With Ultimate Account, you gain total flexibility, visibility, control and precision across your account hierarchies. Internal teams can connect and coordinate efforts with ease. And, you’ll be able to easily collaborate with your customers more effectively.
Features and benefits of Ultimate Account on Salesforce
With one click, Salesforce users can now:
- Gain a 360° view of all account activity
- Drill down to individual sub-account details
- Assign custom filters that help sort through opportunities, trends, activities and revenue streams
Ultimate Account is built on the Salesforce1 Platform: a social, mobile and cloud customer platform created to transform sales, service and marketing.