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

Name: Account Planning module for Perfex CRM - Strategic planning for your clients | ElevateGpl
Price: 680.00 INR
Availability: InStock

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

Premium Category Products

Original price was: Rs3,237.00.Current price is: Rs680.00.

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Categories: Premium, PHP Scripts, Scripts & Code Tags: account planning, Account Planning module for Perfex CRM - Strategic planning for your clients, due diligence, perfex crm account planning, perfex crm accounts, perfex mindmap, project planning, Service Ability Offering, strategic planning, Team Information

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.

Documentation & Support

Included documentation will help you upload and activate the module inside Perfex CRM, if you are not aware on how to do it. 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. Developing an Account Planning module for Perfex CRM can greatly enhance the strategic planning capabilities for managing client relationships. This module would allow users to create, manage, and analyze account plans tailored to individual clients. Here’s a comprehensive outline of key features, functionalities, and development steps for the module:

Key Features:

Account Overview Dashboard:
- A dashboard that provides a quick summary of key metrics for each client, including account status, recent activities, and upcoming tasks.
- Visual indicators for account health (e.g., green for healthy, yellow for attention needed).
Strategic Planning Templates:
- Pre-built templates for account planning to guide users through the planning process.
- Customizable templates that can be adapted to fit different client needs and industries.
Goal Setting and Tracking:
- Allow users to set strategic goals for each client account (e.g., revenue targets, engagement goals).
- Track progress against these goals with visualizations (charts, progress bars).
Action Plans:
- Create detailed action plans outlining specific steps to achieve account goals.
- Assign tasks to team members, set deadlines, and monitor completion status.
Client Insights and Analysis:
- Integrate analytics tools to provide insights into client behavior, preferences, and purchasing patterns.
- Use data visualization tools to present findings effectively.
Collaboration Tools:
- Enable team collaboration features, such as comments, file sharing, and notifications, to keep everyone informed about account activities.
- Create shared workspaces for team members to collaborate on account plans.
Integration with Existing Modules:
- Ensure the account planning module integrates seamlessly with existing Perfex CRM modules (e.g., project management, sales tracking).
- Allow for easy access to client history, communications, and related projects.
Reporting and Exporting:
- Generate reports summarizing account plans, progress, and outcomes.
- Provide options to export reports in various formats (PDF, Excel).

(Only For Premium Category Products !)

1. All digital products are the most recent version, with no possibility of free updates. After payment, you can request an update to the most recent version for 5 days if a new version is released. We free support within 5 days.

2. If a license is required (Excludes WHMCS license , we provide only method not license), please contact us via email or ticket for assistance with activation. Our license is only valid for activation and does not include support.

3. We provide Mobile, PHP script installation services for $19.90 / ₹1700. Please create a backup after installation as we do not support re-installation. For mobile app source code, we do not offer installation services.

4. If you have any questions, please contact us by email support@elevategpl.com or create a ticket on this page

5. Please note that any digital products presented on the website do not contain malicious code, viruses or advertising. You will receive the original files from the developers. We do not sell any products that have been downloaded from other websites.

6. The response time can last up to 6 hours.

(Only For Membership Category Products !)

Benefits of our Membership Plans

Instant access to all plugins and all themes including all future releases
Unlimited domain usage
Regular Updates as of when available. Usually, updates are released daily.
Before purchasing, please read the Terms and Conditions & Refund Policy.
If you have any questions, please first read the FAQs.
If you haven’t found the answer to your question, please contact us, and we will respond ASAP.
Please note that any digital products on the website do not contain malicious code, viruses, or advertising. We buy the original files from the developers. We do not sell any products downloaded from other sites.
Buy or download for FREE by subscribing to our VIP Membership Plan. Join the club of more than 1100+ happy members. This is the same theme as sold by the developer.

Updates:

We offer frequent updates for one year from the date of purchase. After this period, you have to purchase the item again to receive further updates, we also offer lifetime updates as a second option.
We regularly update products as soon as we are notified about an update, we go and download it from the author and update it on our site, but In case the current version of the product is not the latest, You can request an update for the product by contact form.
We send regular emails advising when products have been updated so please be sure to provide an active email address when you sign up.

Support:

Our support team is available 24/7, if you have any questions or need help in installing or configuring digital products purchased on the website, please don’t hesitate to contact form.
Please note that we are not developers of the provided products, so our technical support capabilities are limited. We do not change product functionality and do not fix developer bugs.

For more information please read FAQs & About Us.

(Only For WHMCS Category Products !)

We Only provide WHMCS Module, how you can nulled any module step only !
Instant access to all plugins and all themes
Unlimited domain usage
Regular Updates as of when available. Usually, updates are released daily.
Before purchasing, please read the Terms and Conditions & Refund Policy.
If you have any questions, please first read the FAQs.
If you haven’t found the answer to your question, please contact us, and we will respond ASAP.
Please note that any digital products on the website do not contain malicious code, viruses, or advertising. We buy the original files from the developers. We do not sell any products downloaded from other sites.