Customer Management

Maximum aid €14,000

The main objective of this category is to digitalize and optimize the management of commercial relationships with your clients.

Features and services

You will be able to store and consult the data of each of your clients, from their registration as a business opportunity, and simulate the purchase of products or contracting of services.

You can create new leads manually or by importing them from a file. The data associated with the leads will allow you to manage them commercially with the aim of converting them into clients. Additionally, you can set up business rules for assigning leads according to different criteria.

You will be able to manage all business opportunities that involve sending offers and quotes to potential clients or leads. In addition, you will be able to check the status of each opportunity (in analysis, offer submitted, in negotiation, won, cancelled, etc.). 

The tool implemented by the Digitalizing Agent of your choice will allow you to create commercial actions and tasks, both manually and automatically.

You will be able to monitor your sales activity using indicators (KPIs), lists of opportunities, and others, with different levels of information aggregation depending on your needs. You will also be able to generate reports to monitor and follow up on your sales activity, considering efficiency ratios, phase status, pipeline and other measurable attributes (such as products, quotes, etc.), and according to channels, profiles, roles and/or sales phases. These reports may show, at least, monthly, cumulative and/or comparative data between different sales years.

You will be able to view Customer Alerts in graphical format of different types (icons, pop-up messages, etc.).

The solution will include software for centralized management of documentation capable of inserting and/or linking documents both related to your commercial activity and those provided by the clients themselves.

You will have a functional interface on all types of devices.

You will have APIs or Web Services to consolidate information and data from your entire company.

* Segment IV includes companies with fewer than 50 employees that are considered medium-sized companies as they exceed an annual turnover and annual balance sheet of 10 million euros.

Execution percentages associated with the phases

  • First: 70 %
  • Second: 30 %

Maximum amount of aid

  • 0 < X < 3 employees: €2,000 (includes 1 user)
  • 3 ≤ X < 10 employees: €2,000 (includes 1 user)
  • 10 ≤ X < 50 employees: €4,000 (includes 3 users)
  • 50* ≤ X < 100 employees: €10,000 (includes 10 users)
  • 100 ≤ X < 250 employees: €14,000 (includes 15 users)

I want this solution!

Customer Management Request
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