NEO.CPO
Customer Portfolio Overview
By NEOMATIC AG
- Rating
- 5.0
- Reviews
- 2
- Pricing
- Paid
- From €2.95 per user per month
- Listed since
- 2022
About NEO.CPO
Optimize your Customer 360 view with a unique product portfolio 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.
PRICING
- User per month model (standard)
- Tiered and scaled models
- Bundle prices available (NEO Apps & Consulting & Integration)
Highlights
- 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
Screenshots
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Pricing
Paid, from €2.95 per user per month.
| Plan | Price | Billed |
|---|---|---|
| Standard | €2.95 per user | Monthly |
| Company | €4,500 per company | Monthly |
The publisher offers discounts.
Compatibility
- Works with
- Sales Cloud
- Service Cloud
- Financial Services Cloud
- Requires
- Sales Cloud
- Salesforce editions
- Essentials
- Professional
- Enterprise
- Unlimited
- Developer
- Lightning Experience
- Supported
- Salesforce mobile app
- Not supported
- Salesforce security review
- Passed on April 8, 2024
- Industries
- Financial Services
- High Tech
- Manufacturing
- Languages
- English
- German