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NEO.CPO - Customer Portfolio Overview
Optimize your Customer 360 view with a unique product portfolio overview
- Industries
- Financial ServicesHigh TechManufacturing
- Business Need
- Sales ProductivitySales IntelligenceData Visualization
- Requires
- Sales Cloud
- Compatible With
- Sales CloudService CloudFinancial Services Cloud
NEO.CPO is a Salesforce UI component that optimizes a customer 360 view. It visualises essential elements such as opportunities and contracts. NEO.CPO caters to all industries while offering readily available content tailored for the insurance sector.
Highlights
BENEFITS: - Best in class visualization of a customer product portfolio - Get a comprehensive overview of key elements like opportunities or contracts - Easy and fast navigation - 100% customizable to your needs
KEY FEATURES: - Experience a three-level structured layout of product portfolio - Toogle between compact and detailed information - Select associated accounts to get a broader overview - Individual business logic or use pre-configured reading sequences
FAST & EASY IMPLEMENTATION - Enhance account overview page with NEO.CPO UI Component - Implement your own reading sequences - Flexible presentation of all standard or custom fields - Personalize color codes for each supported object
Provider Details
NEOMATIC AG
Cologne, Germany
NEOMATIC is a consulting and app provider for Customer Experience and Sales Performance Management with SAP and Salesforce. Fascinated by technology and inspired by new possibilities, we are the strategy enablers of banks and insurance companies. Our consultants are real IT and transformation professionals, highly trained and with field-tested tools and methods they accelerate the implementation of your ideas - pragmatically and effectively.
Pricing Details
You must pay to use this solution. Discounts are available for nonprofits.
Standard
€2.95 EUR/user/month
Lowest Starting Price
Company
€4,500 EUR/company/month
Lowest Starting Price