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Description
Begin by gathering all the potential opportunities present in your sales or project pipeline, which should encompass essential information such as the account manager, pricing, duration, and likelihood of sale. Once you have compiled these details, initiate your project by preparing a budget and moving forward with execution!
Next, focus on the client dashboard to set revenue targets and monitor sales performance effectively. Ensure you update client information regularly, establish specific revenue goals for each account, and analyze the trends that contribute to both your successes and setbacks in winning projects.
Now, it’s time to identify and categorize all the resources required for your project into distinct areas and tasks. As you do so, revise your budget accordingly and maintain a historical record of various budget versions for reference.
Lastly, organize your work schedule based on the allocated budget, as maintaining alignment between planning and budget is crucial. By effectively planning production and defining milestones in a collaborative environment, you can enhance team efficiency and ensure that all elements of the project are well-structured and organized for success.
Description
Having precise and up-to-date information forms the foundation for making well-informed choices. Utilizing the robust and all-encompassing project portfolio view feature of the software enables you to swiftly identify trends, deviations, and structural issues within your project early on, allowing for prompt corrective measures to be taken. This software provides the benefits of a centralized database while maintaining the user-friendly interface akin to MS Excel. With Project Viewer, you can access critical status information regarding individual projects—presented through text, tables, symbols, and charts—that are essential for effective project management. The matrix chart, while akin to the portfolio chart, adjusts the coordinates within clusters to prevent the overlapping of various projects. Additionally, the bar chart showcases multiple projects on a uniform timeline, effectively illustrating the baseline plan, milestones, and connections to other projects as necessary, ensuring a clear overview of project progress and interdependencies.
API Access
Has API
API Access
Has API
Integrations
No details available.
Integrations
No details available.
Pricing Details
$13.90 per user, per month
Free Trial
Free Version
Pricing Details
$12,000 one-time payment
Free Trial
Free Version
Deployment
Web-Based
On-Premises
iPhone App
iPad App
Android App
Windows
Mac
Linux
Chromebook
Deployment
Web-Based
On-Premises
iPhone App
iPad App
Android App
Windows
Mac
Linux
Chromebook
Customer Support
Business Hours
Live Rep (24/7)
Online Support
Customer Support
Business Hours
Live Rep (24/7)
Online Support
Types of Training
Training Docs
Webinars
Live Training (Online)
In Person
Types of Training
Training Docs
Webinars
Live Training (Online)
In Person
Vendor Details
Company Name
Wethod
Website
www.wethod.com
Vendor Details
Company Name
next level consulting
Founded
2000
Country
Austria
Website
www.nextlevelconsulting.com/en/our-services/software/next-portfolio/
Product Features
CRM
Calendar/Reminder System
Call Logging
Document Storage
Email Marketing
Internal Chat Integration
Lead Scoring
Marketing Automation Integration
Mobile Access
Quotes / Proposals
Segmentation
Social Media Integration
Task Management
Territory Management
Project Portfolio Management
Budget Management
Collaboration
Dashboard
Issue Management
Milestone Tracking
Portfolio Management
Project Planning
Requirements Management
Resource Management
Status Tracking
Task Management
Time & Expense Tracking
Product Features
Project Portfolio Management
Budget Management
Collaboration
Dashboard
Issue Management
Milestone Tracking
Portfolio Management
Project Planning
Requirements Management
Resource Management
Status Tracking
Task Management
Time & Expense Tracking