Free
نظرة عامة متطلبات النظام التقييمات ذو صلة

Description

Private RM is a Line-of-Business application for Windows platform which is developed for sales agents to follow up and act for their sales actions and portfolio management dashboard view from one platform. Main dashboard of the Private Relationship Manager application provides many features to the sales agents such as “Tasks”, “Appointments”, “Prospects”, “Clients” and “Call Reports” that expands the accessibility of daily information and increase the control over sales network so sales agents can close more deals! During the customer visit, with the usage of Private Relationship Manager application, sales agents can easily access all the financial information of the customers through the Single View of the Customer. In addition to this view, sales agents can easily take actions on the customer site such as new deals can be captured and service requested can be created easily. The simplicity of closing the deals and taking action at customer location never been that easy and rapid. With one click, the application process for new product offerings can be initiated and required documents can be attached to have a first evaluation on the product when the agent is still on customer premise.

Screenshots

Additional information

Published by

VERIPARK SOFTWARE SOLUTIONS TRADING LLC.

Copyright

Copyright © 2013 VERIPARK SOFTWARE SOLUTIONS TRADING LLC.

Developed by

VERIPARK SOFTWARE SOLUTIONS TRADING LLC.

Release date

8/5/2016

Approximate size

29.93 MB

Age rating

For ages 3 and up

Category

Business > CRM

This app can

Webcam
Microphone
Internet connection
Your picture library

Installation

Get this app while signed in to your Microsoft account and install on up to ten Windows 10 devices.

Language supported

English (United States)



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