Account Planning module for Perfex CRM - Strategic planning for your clients

Tested Account Planning module for Perfex CRM - Strategic planning for your clients 1.0.0

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Headline
Account Planning Module for Perfex CRM, is a strategic account planning tool
Short Description
Download and Discuss Premium, BusinessTested - Account Planning module for Perfex CRM - Strategic planning for your clients 1.0.0 version on NullPro Community. It is zip Extention type and 2.3 MB File size. From Account Planning module for Perfex CRM - Strategic planning for your clients have 1 Description Attachments, 1 discussion, 184 Views.
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Note: This is a module for Perfex CRM. Not a standalone script.


Brief description

Account Planning Module
for Perfex CRM, is a strategic account planning tool, which, through a customer-centric approach to identifying priority accounts capturing and analysing critical information, allows you and your staff members to develop a strategy to expand and grow existing customer relationships.

It creates a complete plan, with plenty of useful information through available options and data, separating them under four basic sectors for every plan: Due Diligence / Team Information / Service Ability Offering and Project Planning.

It also uses MindMap, based on GOJS, in order for staff members to be able to create a visual approach of their strategy, along with Handsontable which helps at data entry and logs staff member’s activity inside Activity Log. Please check out the uploaded videocast and screenshots, which demonstrates all visible parts of the module.
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Author
chavez
Views
184
Extention type
zip
File size
2.3 MB
First release
Last update
Ratings 0.00 star(s) 0 ratings
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