Just assign, update, and swap out your dedicated points of contact to create a strong account relationship.
Add customer relationships in bulk, grab them from other Pages, or input them one-at-a-time.
Choose to assign any of your employees or locations to be their dedicated points of contact.
Receive alerts when customers have employee turnover that could threaten your relationship.
Extensions bring Pingtree relationships into the most common workflows. By learning and observing purchase intent behaviors in real time, Pingtree automatically reminds your leads about your existing relationship right when they’re finally ready to buy. Extensions are coming soon.
Pingtree observes and learns real customer purchase intent.
Pingtree reminds leads about your existing business relationship.
Pingtree always provides your most up-to-date points of contact.
Use Physical Locations for places you want your customers to go, Virtual Locations for places you want your customers to call, and Private Locations for places your customers don’t need to know about.
Limit who can see your employees on Pingtree with Employee Cloaking. When Employee Cloaking is enabled, customers can only see your employees when they have a proven, personal relationship.
Need to share a specific relationship with only some coworkers? Just edit the Pingtree sharing setting for that relationship. There’s no need to juggle multiple contact folders or groups.
Use Manager Notes when information is for your-eyes-only, and use Shared Notes when you need to keep your entire team in the loop.
Relationship management can be a drag. Enlist your trusted coworkers to help manage your Pingtree account by giving them Manage Relationships permissions.
Add contact labels to help your coworkers search for the right relationship.
Group multiple contacts together for a complete view of the relationship.
For every Pingtree account we plant a tree (a real one).