Account and Contact Management

Give Everyone an End-to-End Customer View

Salesforce gives your entire company a 360-degree view of each of your customers with online contact management, enabling you to acquire deep knowledge of every account and contact, facilitate collaboration and communication across your organization, and build and maintain strong, lasting customer relationships.

Complete Account and Contact Repository

Provide online access to all account data, including contact information, customer org charts, the role that contacts play in your business relationship, relevant documents, partners involved in the account, and more. Sharing rules control who can see specific data within shared accounts and contacts.

Integrated Account History

Track and view all customer history in one place—including marketing campaigns, sales opportunities, customer service cases, and all interactions. Customize the information you capture and the views you create so that Salesforce contact management matches the way you do business.

Account Hierarchy

Define parent-child relationships between accounts to depict complex organizations with multiple subsidiaries or divisions. Achieve a more integrated account and contact management approach to capture and track all key relationships at a customer account.


Team Account Management

Define all the people at your company involved in managing an account, along with their respective roles (executive sponsor, dedicated support rep, and so on). Save time with automatic team assignments.

Reference Management

Manage customer reference programs by identifying and managing the accounts that can serve as marketing and sales references. Track reference activities and communication with these critical customers with Salesforce contact management tools.

Client Management

Track and manage relationships with individual clients who are not part of a corporate entity ("account").

Outlook Integration

Integrate your Microsoft Outlook contact information with Salesforce and use Outlook email to communicate with customers while easily capturing everything in Salesforce at the same time for organization-wide visibility. You can even embed Salesforce directly into Outlook. Learn more about integrating Outlook with CRM.