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Account Planning module for Perfex CRM

  • Last Repo Update
  • :
  • 30 Apr 2020
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Informations :

Version
1.0
Category
PHP Scripts
Price
$ 39
Added
01 May 2020
Creator
themesic
Creation
15 Apr 2020

All Versions

Account Planning module for Perfex CRM

Item Description

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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Set-up

Included documentation will help you upload and activate the module inside Perfex CRM, if you are not aware on how to do it.

Support

Our support team is always around to help. Feel free to raise a support ticket at our support area.
Guys from support department will get back to you as soon as possible with a reply, guiding you through any issues.