Customer Management

Digitization and optimization of the management of business relations with your customers.

We offer you a solutions to improve, digitize and optimize the management of your customers with the following services and technologies:

• Customer management: stores and allows you to consult your customer data, registration, budgets, and allows you to simulate the purchase of products or contracting services.
• Management of potential clients: it allows registering new potential clients manually or by importing files, facilitating their management for commercial purposes in order to convert them into clients and favors the assignment of leads according to different criteria.
• Opportunity management: manage all business opportunities, including submitting proposals and quotes and allows you to check the status of each opportunity (analyzed, submitted, discussed, won, canceled, etc.).
• Business activities or tasks: provides the ability to create business activities and tasks manually and automatically.
• Alerts: will allow you to view customer alerts with different graphic typologies.
• Reporting, planning and business monitoring: it will allow you to monitor through indicators (KPI), pipeline and others, with different levels of information aggregation, create reports to track and monitor business activities based on different metrics, as well as according to channels, profiles, roles and/or commercial phase. These reports may, at a minimum, show monthly, aggregated and/or comparative data for different business years.
• Document management: includes a centralized document management software that will allow you to insert and/or link commercial documents and those provided by the client.
• Responsive design: we offer a functional interface adapted to all types of devices.
• Integration with various platforms: availability of APIs or web services for the consolidation of information and data from the entire company.

A number of hours will be required depending on the size of your company for parameterization to define the particularities of the marketing processes, as well as for data loading.