“Visual Planning is a collaborative tool, every department find what they need: from procurement to the client without loosing any information.”
BENEFITS OF VISUAL PLANNING FOR CRM
Visual Planning for Customer Relationship Management is a flexible application that is crafted based on your specific requirements. It allows you to cater to your evolving business by always matching your needs, and can grow with you.
Visual Planning can be used to create tailor-made collaborative CRM applications to assist your sales team to record, track, share and follow up on their leads, accounts and opportunities efficiently.
In a single click you can allocate leads to a specific salesperson, highlight prospects for a month or a quarter or share information between different teams and individuals. Individual and collective targets are always a couple clicks away to drive everyone to do the best.