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iTools
for Salesforce CRM
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Customizable Account Hierarchy

Delegated Tasks Management

Employment Change Management

File Cabinet

Opportunity Status Monitor

State/Country Validation

vCard Creator

 


Information Center
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Resources:
Data Sheet
Quick Start Guide
Configuration Guide
 
AppExchange Listing
 
Pricing Information
 
Availability:
Professional, Enterprise and
Unlimited Editions
 
Additional Information:
Email
Community Forum

 

iTools Employment Change Management

Don't lose contact when a contact changes employment. Let iTools capture and retain the information you need to accurately track employment and activity history.

  • Leverage knowledge of past employment experience to foster new business relationships and help drive referrals.

  • Passively grow the employment history knowledgebase as contacts and accounts are updated.

  • With every employment change, automatically capture key professional experience data like job title, location and years of service to create accurate employment snapshots.

  • Make sure important business activity information is kept in the right context and with the right account when the associated contact changes employers. Use the iTool to eliminate the confusion and prevent certain data loss that would otherwise occur.

  • View an Account’s former employees or a Contact’s former employers as related lists, enabling you to quickly uncover connections that would otherwise be difficult to recognize.

  • Stay on top of your open opportunities and get notified when someone joins or leaves the associated account.

  • Don’t know what to do if you don’t know where a contact is now employed? The iTool handles this special case scenario along with many other unique employment situations like ‘leave of absence’ and ‘retirement’.


Grow your employment experience knowledgebase to help maximize your
network of business relationships.

 
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