Rating
Not rated yet
Reviews
No reviews yet
Pricing
Paid
From $25 per user per month
Listed since
2022

About Account Scorecard

Not all customers are equal

Elevate Your Customer Performance Analysis in Salesforce

Unleash the power of strategic customer management with our revolutionary Salesforce app, Client Scorecard. This cutting-edge tool is designed to transform how you analyze and understand the dynamics of your customer relationships, providing actionable insights that drive strategic decision-making.

Key Features:

Comprehensive Performance Analysis. Visual Appeal with Balanced Scorecard Heat Map. Zone Graph for Strategic Insights. Generate Shareable PDF Reports.

How It Works:

Install and Integrate. Attribute Configuration. Visualize Performance. Generate Reports.

Unlock Strategic Customer Management:

Client Scorecard empowers you to strategically manage your customer relationships like never before. By providing a visual and data-driven overview, it enables you to focus your efforts on the relationships that matter most. Elevate your strategic account management with Client Scorecard – where insights meet action.

Highlights

  • Strategic Decision Support. Make informed decisions based on a deep understanding of customer performance. Align your strategies with the most valuable and strategic customer relationships.
  • Visual Analytics for Quick Insights. Harness the power of visual analytics to quickly grasp complex customer data. Identify patterns and trends for proactive relationship management.
  • Effortless Sharing and Collaboration. Generate professional-grade PDF reports to share insights seamlessly. Collaborate with teams and stakeholders by providing a clear and concise overview of customer performance.

Screenshots

Heat Map based on user-defined attributes

Image 1 of 3

Heat Map based on user-defined attributes

Pricing

Paid, from $25 per user per month.

Account Scorecard plans
PlanPriceBilled
Default Plan$25 per userMonthly

Compatibility

Works with
  • Sales Cloud
Requires
  • Sales Cloud
Salesforce editions
  • Professional
  • Enterprise
Lightning Experience
Supported
Salesforce mobile app
Not supported
Salesforce security review
Passed on December 28, 2021
Industries
  • Healthcare & Life Sciences
  • High Tech
  • Manufacturing
Languages
  • English

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