The app is designed to support strategic account planning by providing sales teams with a clear overview of what matters most for each customer account.

SalesBook 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.

·  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