Description

Account Planning module for Perfex CRM ¨C Strategic planning for your clients

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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