CRM / SALES & CUSTOMER OPERATIONS
ORIGINAL INTERACTIVE MODEL / SIMULATED DATACustomer Relationship Management
visional / customer-workspaceDEMO DATA
CUSTOMER RELATIONSHIP MANAGEMENT
SAMPLE WORKSPACEEvery relationship. One clear view.
Accounts, opportunities and the next action, connected.
Open pipeline$180,000Based on sample opportunities
Weighted forecast$97,200Based on sample opportunities
Active accounts4Based on sample opportunities
Qualified$100,000
Proposal$48,000
Negotiation$32,000
Focus your next conversation
2 qualified opportunities are ready for discovery and scope review.
Open opportunities4 records
| Opportunity / account | Owner | Value | Stage |
|---|---|---|---|
| AM | $48,000 | Proposal | |
| JL | $76,000 | Qualified | |
| AM | $32,000 | Negotiation | |
| RK | $24,000 | Qualified |
Reconstructed interface · Sample accounts and amounts
