Digital Customer Management Kit with Associate IA

Features and Services related to Customer Management Kit with Associate IA

Management of potential clients(Leads): the solution includes management manually or by one import per file.

Customer management:by tracing commercial activity from opening of opportunity to simulation of products / services and contracting them.

Opportunities management: the solution includes all real business opportunities.

Actions or commercial tasks:the possibility of creating actions and business tasks (manual or automatically generated fromworkflowof sales assigned to the opportunity).

Reportingcommercial planning and monitoring:different levels of information aggregation.

alerts:You can view customer alerts in different typologies of graphic format.

Documentary management:You will have a commercial and documentary management software to have all the information organized in one place.

Integration of various platforms:availability of APis or Web Services for the consolidation of the information and data of the whole company.

Webresponsible(mobile /tablet):the web pages designed must be functional on both personal computers and mobile devices.

Component IA

LeadershipPredictive:the tool must make use of artificial intelligence for the historical assessment of sales data and customer behavior to predict and highlight the most promising opportunities.

Automation of meetings and tasks:the tool must automate the customer dating programming process and facilitate coordination between internal teams and customers.

Automation of "journeysfor sale ":artificial intelligence must automate tasks such as managing business tasks and opportunities; classifying e-mails and their automatic response; updating records and assigning tasks to the commercial network.

Integration with the Customer Management platform:availability of APIs or Web Services for data and information consolidation.

Data, privacy and security:existing commitments, including RGPD and EC data limits, are respected.

Suppliers shall ensure that IA systems intended to interact directly with natural persons are designed in such a way that these people know that they are interacting with an IA system.

All suppliers must provide technical documentation, instructions for use and comply with the Copyright Directive.

Training on general IA foundations in the area of customer management:training to prepare employees for the functions described above, which will include:

• Basic foundations:approximation of existing legislation and related ethical and safety risks.
• Specific training in:predictive management of current, potential customers (leads) and opportunities, automation of meetings, tasks "journeys"(e-mail classification, automatic response, record update and assignment of tasks to the commercial network),chatbots(FAQs), intelligent documentary management.
• Duration:The training shall have a total duration of 20h over two months for each of the users defined by segment.
• Human Instructor:The training will be provided by a human instructor at the disposal of users, both in a face-to-face and online manner.
• Completion Diploma:A certificate of skills acquired in IA in the area of customer management shall be issued at the end of the training.

Our Prices Associated with this Service:

For companies of 50 * ≤ X < 100 employees: €18,000 (includes 10 users and minimum training to 3 of them in associated IA)

For companies with 100 ≤ X < 250 employees: €24,000 (includes 15 users and minimum training for 5 of them in associated IA)

* In segment IV, less than 50 employees are included as medium-sized enterprises by exceeding the annual turnover and annual balance sheet of EUR 10 million.