Product Demos
Account Management

Account Management

Review your book of accounts and update owners, fields, and next steps in one view.

Manage Salesforce accounts in one grid

This demo shows account management in Wave: your full book of accounts in one grid, with the fields you care about editable inline. It gives account managers a spreadsheet view of Salesforce accounts for reviews and bulk updates.
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Account Management

Review your book of accounts and update owners, fields, and next steps in one view.
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Forecast Rollup

Roll up opportunity amounts by rep and period, then adjust the forecast right in the grid.
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Using Rules

Set up rules that highlight the records that need attention so the grid shows what to fix first.
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Mass Territory Re-assignment

Filter accounts by territory and reassign owners in bulk in a few clicks.
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Ready to try it in your own org?

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