
Client Passport and Influence Map
Know who in the company decides and who holds things up, and who to start with. Every next step has a date.
Ready-to-use ZA GROUP systems for sales, clients, research and management. A file on your own computer: no cloud, no subscription, no dependence on other people’s servers.
Your client base and deals live in your own file on your own computer, not on someone else’s server.
Does not depend on the internet, other people’s servers or service outages. Open the file and work.
You pay once. Nobody can raise the price or switch off your access.

Know who in the company decides and who holds things up, and who to start with. Every next step has a date.
| Parameter | Value | Status | Deadline | Owner |
|---|---|---|---|---|
Deals do not stall: you see the funnel, the revenue forecast and where to start your day. One payment instead of a subscription from about $19 a month.
| Parameter | Value | Status | Deadline | Owner |
|---|---|---|---|---|
See which services bring in money and who is due a call. One payment instead of a subscription from about $19 a month.
| Parameter | Value | Status | Deadline | Owner |
|---|---|---|---|---|
See revenue, margin and average order, and which orders are stuck. One payment instead of a subscription from about $19 a month.
| Parameter | Value | Status | Deadline | Owner |
|---|---|---|---|---|
See who brings the main revenue, who is about to leave and who is not worth your time. Everything is calculated automatically.
| Parameter | Value | Status | Deadline | Owner |
|---|---|---|---|---|
Compare yourself with the market: dossiers, scores by criteria and a conclusion on what to change in your own business.
| Parameter | 80% of plan | 100% of plan | 120% of plan |
|---|---|---|---|
| Salary | |||
| Variable part | |||
| Plan threshold | |||
| Coefficient | |||
| Manager payout | |||
| Salesperson cost |
Find out before launch how much a manager will earn and what a salesperson will cost at 80%, 100% and 120% of plan.
From first contact to analytics: client passport, CRM, segmentation, competitor analysis and incentive calculation. Data is entered once.
CRM for Services, segmentation, competitor analysis and incentive calculation. See what you earn on, who to retain and how you differ from the market.
CRM for Product Business, segmentation, competitor analysis and incentive calculation. See which clients and products bring money.
Prepares the deal: who decides and what to offer.
Runs the deals. A company that agrees moves here from the handoff list.
Takes clients from the CRM and shows who to retain.
No need to fill in the same thing several times. Everything works with minimal effort.
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