Notice: It is a module for Perfex CRM. Not a standalone script.
Transient description
Account Planning Module for Perfex CRM, is a strategic account planning software, which, by a customer-centric method to figuring out precedence accounts capturing and analysing important data, permits you and your employees members to develop a method to broaden and develop current buyer relationships.
It creates a whole plan, with loads of helpful data by out there choices and knowledge, separating them underneath 4 fundamental sectors for each plan: Due Diligence / Group Data / Service Skill Providing and Venture Planning.
It additionally makes use of MindMap, primarily based on GOJS, to ensure that employees members to have the ability to create a visible method of their technique, together with Handsontable which helps at knowledge entry and logs employees member’s exercise inside Exercise Log. Please take a look at the uploaded videocast and screenshots, which demonstrates all seen elements of the module.
Set-up
Included documentation will assist you to add and activate the module inside Perfex CRM, if you’re not conscious on find out how to do it.
Assist
Our help crew is all the time round to assist. Be happy to lift a help ticket at our support area.
Guys from help division will get again to you as quickly as attainable with a reply, guiding you thru any points.
Item Changelog
Item Version 1.0a / June 2020- Repair for subfolder-based installs
- Preliminary model.
