Why should I use Account Profiling?

With Account Profiling, you’ll collect better data and gain valuable insights.

Here’s how you and your team benefit:

• Admin Control & Flexibility - As a business admin, you’re in control. You decide which fields are visible or editable, and can even track when each Account Profiling sheet is submitted.

• Improved Data Quality - As a business admin, you can build specific templates and designate fields as editable or read-only to ensure the data you collect is always accurate and complete

• Increased Efficiency - The spreadsheet format lets your field users update multiple accounts at once

• Real-Time Updates - Information edited in an Account Profiling sheet instantly updates in Vault CRM, giving everyone the most current data

• Simplified User Experience - The common spreadsheet format is familiar to most users, making it easy to learn and use without extensive training