Customer Management

From the customer to the business

The main objective of this category is to digitize and optimize the management of business relationships with your customers.

Features and services

  • Customer management: you will be able to store and consult the data of each of your customers, from their registration as a business opportunity, and simulate the purchase of products or contracting services.
  • Management of Potential Clients (Leads): You can register new Leads manually or by importing by file. The data associated with the Leads will allow you to manage them commercially with the aim of converting them into customers. Additionally, you can parameterize business rules for the assignment of Leads according to different criteria.
  • Management of opportunities: You will have the possibility of managing all the business opportunities that involve sending offers and budgets to the potential client or Lead. In addition, you will be able to check the status of each opportunity (in analysis, offer presented, in negotiation, won, canceled, etc.).
  • Commercial actions or tasks: the tool implemented by the Digitizing Agent of your choice will allow you to create commercial actions and tasks, both manually and automatically.
  • Reporting, planning and commercial follow-up: you will be able to carry out follow-up through indicators (KPI’s), list of opportunities, and others, with different levels of information aggregation depending on your needs. You will also be able to generate reports for the follow-up and monitoring of your commercial activity, contemplating efficiency ratios, phase status, pipeline and other measurable attributes (such as products, prices, etc.), and according to the channels, profiles, roles and/or phases commercial. These reports may show, at least, monthly, accumulated and/or comparative data between different business years.
  • Alerts: you will be able to view Customer Alerts in graphic format of different types (icons, pop-up messages, etc.).
  • Document management: the solution will include software for centralized documentation management capable of inserting and/or linking documents both related to your commercial activity and those provided by the clients themselves.
  • Responsive Design: You will have a functional interface on all types of devices.
  • Integration with various platforms: you will have APIs or Web Services to consolidate the information and data of your entire company.

Execution percentages associated with the phases

  • First: 70%
  • Second: 30%

Maximum grant

  • 0 < 3 employees: €2,000 (includes 1 user)
  • 3 < 9 employees: €2,000 (includes 1 user)
  • 10 < 50 employees: €4,000 (includes 3 users)

Contact us to get the grant Digital Kit!