Multiple Accounts

In today’s intricate business landscape, sales success often hinges on a deep understanding of your customerCustomer Customer is an individual or an organization that purchases a product or signs up for a service offered by a business.’s corporate structure. With Pipeliner CRM’s Multiple Accounts feature, you can move beyond a one-dimensional view of your clients and gain a complete, multi-faceted perspective of their entire organizationOrganization Organization is a cohesive group of people working together and formally bound by a shared identity (e.g., one team, company, club, etc.) and a common purpose (e.g., business growth, athletic victory, etc.)..

Stop treating your customers as isolated entities. Start seeing them as a network.

Beyond The Single AccountAccount Account refers to a record of primary and background information about an individual or corporate customer, including contact data, preferred services, and transactions with your company.: Why A Holistic View Is Your Competitive Advantage

Your sales team is only as effective as their insights. The problem is, many CRMs force you to choose between creating a new account for a subsidiary or consolidating it under the parent company—leading to either a cluttered database or lost information.

Pipeliner CRM’s Multiple Accounts feature addresses this by enabling you to capture and visualize the complex relationships between companies, all while maintaining dataData Data is a set of quantitative and qualitative facts that can be used as reference or inputs for computations, analyses, descriptions, predictions, reasoning and planning. integrity.

Key Benefits That Drive Your RevenueRevenue Revenue is the amount of money a business generates during a specific period such as a year or a quarter; also called sales.

• Gain a 360° View of Your Customer: See the entire corporate family tree—from the parent company to every subsidiary—and understand how they are interconnected. This complete picture empowers your team to identify new opportunities, navigate complex sales cycles, and build deeper, more strategic relationships.
• Align with Corporate Hierarchy: Understand exactly who the ultimate decision-makers are. By visually mapping out the corporate ownership structure, your team can target the right individuals and obtain approvals more efficiently, thereby reducing sales friction and accelerating deal closure.
• Unlock Hidden Opportunities: A subsidiary may have a budget, but the parent company holds the purse strings for a larger deal. With Multiple Accounts, your team can proactively identify these connections and leverage them for upsell and cross-sell opportunities you would have otherwise missed.
• Work Smarter, Not Harder: Instead of manually searching for related companies, our data aggregation automatically rolls up key information from all associated accounts into a single, unified view. Spend less time on administration and more time on selling.
• Visualize Your Influence: The Multiple Accounts feature seamlessly integrates with our industry-leading Visual Org Charts. See the direct impact of your relationships on the overall corporate structure, and visualize your team’s influence throughout the organization.

How It Works: The Simplicity of Seeing the Whole Picture

Connect The Dots: Easily link a subsidiary to its parent company with a few clicks, maintaining each as a separate, searchable entity.

Roll Up Data: Select any account and instantly view aggregated data from all associated accounts, giving you a powerful, high-level summary.

See The Structure: All these relationships are visually reflected within the account view and in our dynamic Visual Org Charts, making complex corporate structures intuitive and easy to understand.