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NEO.CPO - Customer Portfolio Overview

By NEOMATIC AG

Optimize your Customer 360 view with a unique product portfolio overview

Starting at €2.95   EUR/user/month

Discounts available for nonprofits

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Industries
Financial Services
High Tech
Manufacturing
Business Need
Sales Productivity
Sales Intelligence
Data Visualization
Requires
Sales Cloud
Compatible With
Sales Cloud
Service Cloud
Financial 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.

Compatibility

Requires
This solution requires these products in order to work. Before you implement the solution, check that you have these products.
Sales Cloud
Compatible With
This solution is tested to work with and extends the value of these products, but doesn't require them.
Sales Cloud
Service Cloud
Financial Services Cloud
Salesforce Editions
Professional
Enterprise
Unlimited
Developer
Essentials

App Details

Version
SF_CPO_App/2.3.0 2.3.0
Listed On
01/14/2022
Latest Release
09/23/2024
Supported Features
No Limits
This product's apps, tabs, and objects don't count against your Salesforce org limits. Learn More in Help
Lightning Ready
Optimized for Salesforce orgs that use Lightning Ready.
Multiple Currencies
Supports Salesforce orgs that use Multiple Currencies.
Person Accounts
Supports Salesforce orgs that use Person Accounts.
Managed Package
This product is installed in your Salesforce org as a managed package and receives automatic upgrades.
Lightning App Builder
Ready to use in the Salesforce Lightning App Builder.
No Limits
Lightning Ready
Multiple Currencies
Person Accounts
Managed Package
Lightning App Builder
Package Contents
If this app is a managed package, the custom apps, tabs, and objects that it contains don't count against your Salesforce allocations. If this app is not a managed package, allocations apply. Learn More in Help
Custom Objects: 3
Custom Tabs: 1
Custom Apps: 1
Lightning Components
Global: 1
App Builder: 0
Community Builder: 0
Languages
English
German

Security

This solution is a Non-SFDC Application as defined in Salesforce’s Main Services Agreement. Notwithstanding these Security Requirements or any security review of a Partner Application, Salesforce makes no guarantees about the quality or security of this solution. You’re responsible for evaluating this solution’s quality, security, and functionality.
Last Reviewed Version
The most recent solution version that underwent the AppExchange Security Review. Undergoing the Security Review doesn't guarantee a solution’s security.
2.1.0
Last Reviewed Date
The most recent date that this solution underwent the AppExchange Security Review. Undergoing the Security Review doesn’t guarantee a solution’s security.
04/08/2024

Additional Details

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. PRICING - User per month model (standard) - Tiered and scaled models - Bundle prices available (NEO Apps & Consulting & Integration)

Need help?

NEOMATIC AG

Cologne, Germany

Other ResourcesEmailTerms & Conditions