Digital Kit CLIENT MANAGEMENT

Features and Services related to Kit Customer Management

Customer management: you will be able to store and consult the data of each of your customers, from their discharge as a business opportunity, and simulate the purchase of products or contracting services.

Potential Customer Management (Leads): you can release new Leads manually or by a file import. The data associated with the Leads will allow you to manage them commercially in order to make them customers. In addition, you can parametric business rules for the allocation of Leads according to different criteria.

Opportunities management: you will have the possibility to manage all business opportunities that involve sending to the potential customer or Lead of offers and budgets. In addition, you can check the status of each opportunity (in analysis, offer presented, in negotiation, won, cancelled, etc.).

Actions or commercial tasks: the tool implemented by the Digitizing Agent of your choice will allow you to create actions and business tasks, both manually and automatically.

Reporting, business planning and monitoring: you can monitor by indicators (KPI's), list of opportunities, and others, with different levels of information aggregation according to your needs. You will also be able to generate reports for the monitoring and monitoring of your commercial activity, including efficiency ratios, phase status, pipeline and other measurable attributes (such as products, quotations, etc.), and according to the channels, profiles, roles and / or commercial phases. These reports may show at least monthly, cumulative and / or comparative data between different commercial years.

alerts: you will be able to view Customer Alerts in graphic format of different typology (icons, emerging messages, etc.).

Documentary management: the solution will include a software for the centralized management of documentation capable of inserting and / or linking documents both related to your business activity and those provided by the customers 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 for the consolidation of the information and data of your entire company.

Our Prices Associated with this Service:

For companies with 0 < 3 employees: €2,000 (includes 1 user)

For companies with 3 < 9 employees: €2,000 (includes 1 user)

For companies with 10 < 50 employees: €4,000 (includes 3 users)

For companies of 50 * ≤ X < 100 employees: €10,000 (includes 10 users)

For companies with 100 ≤ X < 250 employees: €14,000 (includes 15 users)

* Derogation from Article 7.2.d: 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.