SalesBook

SalesBook is designed to support strategic account planning by providing sales teams with a clear overview of what matters most for each customer account. It enables users to set long-term goals and assess the potential of their clients, ensuring a structured and focused sales approach. With built-in tools for creating custom questionnaires, planning key activities and documents, and tracking customer-specific KPIs, the app helps drive consistent follow-up and performance management. Additionally, the app allows for version control with yearly snapshots, offering a complete historical view of each account’s development over time.

 

Key features

  • Strategic account planning

  • Summarizes what is most important for the salespeople on their account

  • Goal-setting functionality

  • Set potential and long-term goals for customers

  • Features for creating custom questionnaires

  • Planning tool for key activities and documents

  • Follow-up of key performance indicators per customer

  • Management of annual versions for complete history

  • Full control of your customer team and key contact persons

Strategic account planning

SalesBook!

  • The app is automatically added to your SuperOffice environment
  • The number of users is independent of the number of users in SuperOffice
  • Payment is made in advance with a 12-month subscription
  • You accept our general privacy terms on this page: i-Centrum Privacy

For pricing, please contact us.

  • Saleslicence in SuperOffice