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Account Planning module for Perfex CRM – Strategic planning for your clients
In Stock
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.
4 reviews for Account Planning module for Perfex CRM – Strategic planning for your clients
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Wilbur Leahy (verified owner) –
Thank you again OrderCode, I only ever come here for your up to date selection, you always have everything I need! There is nothing worse than buying some software to find out its not quite what you thought, or it conflicts with something else, I really enjoy using this place to find what works the best before I buy it!
Debra Souliere (verified owner) –
Good service.
Marilyn Morrison (verified owner) –
Very well worth the money.
Bernice See (verified owner) –
Great support by the team. They go beyond there limits to help us. Keep up the good work team. Your support is the reason i always buy from your website.