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NEO.CPO - Customer Portfolio Overview

Optimize your Customer 360 view with a unique product portfolio overview

Overview

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.

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  • 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

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)

Categories

Business Needs
Sales Productivity
Sales Intelligence
Data Visualization
Industries
Financial Services
High Tech
Manufacturing
Personas
Sales Representative / Manager
Service Agent / Supervisor
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

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