Increase your commercial team’s productivity.
Learn more about this proactive sales method. Eliminate the heavy administrative load. Speed up your business with this solution ensuring:
- Simplicity in information management
- Ease in identifying potential business deals
- Flexibility in managing leads
- Speed in creating proposals
- Fast closing of business deals
- Strict management of payment collections
- Greater control over your business portfolio
- A more focused and higher achieving sales team
Learn how to have access to this solution.
Access your management solution in the most conventional way: On-premises.
With this method, you will have access to a perpetual software usage license.
Pay only for what you use.
With the SaaS (software as a service) model, you do not need to acquire and install the software. Access is performed from an internet-connected device following the acquisition of a temporary usage license.The use of this solution does not require an initial investment. Through payment of a monthly fee, you gain access to the software including its continuous maintenance and updates.
Maximise the conclusion of business deals with simple, quick and intuitive tools.
CRM injects a new dynamic into commercial activity. Actions flow more smoothly. Results are more tangible. The mechanisms offered simplify the organisation of activities, optimise the management of contacts, boost the conclusion of sales opportunities, speed up collection processes, and solidify customer relations.
Structure information quickly. Organise data easily. Simplify planning. And success is sure to follow.
Make the most of all the information you have about your competition and potential customers.
Optimise the management of information about Outside Entities (in other words, those you have no business relation with). Structure data simply and intuitively. Easily add information that enhances what you know about those entities.
Thanks to the mechanisms for the intuitive organisation of information, you can create value with very little effort. Quickly consult data on your competition - and then plan your strategies so that you clearly stand out from the crowd. Just as quickly, you can turn potential customers into actual customers, without wasting time filling out Customer Files.
Increase customer loyalty by managing your contacts efficiently.
This solution efficiently manages all your contacts (customers, outside entities and suppliers, among others). Easily add activities and sales opportunities to each contact. Enhance your relationship to the maximum. Speed up the conclusion of business deals.
It is possible to integrate the solution with electronic contact lists, so you can set it up to send notifications on special occasions. Stand out from the crowd by remembering special dates, such as birthdays or other occasions that are important to a particular contact.
Manage activities more dynamically.
Every step in the process is fast and integrated. You schedule all the activities in a matter of seconds: the sending of an email, a meeting, a telephone call, a payment collection, a discount campaign, a sales opportunity, or whatever. Configure recurring activities easily and synchronise your schedule with electronic systems such as Google or Outlook.
Quickly check on the status of your scheduled activities. Easily access the list of pending activities or those that have already been concluded, and consult other data on your business portfolio.
Speed up receipt of payments with mechanisms that help you collect.
Easily configure payment due alerts for each contact. Strictly follow the timing of payments established in the customer files. This solution makes it very simple to manage a payment collection schedule. When the operation has been concluded, the data are automatically updated in the Treasury.
You also achieve a high level of control over pending accounts. It's easy to check the statement of pending payments and the history of collection activities carried out.
Maximum flexibility in the management of Sales Opportunities.
This solution also simplifies the creation and management of proposals. It automatically suggests a quote, based on a set of criteria such as the cost price, margin, sales value and profitability. You can create various types of proposals (main, alternative, or optional, for example) and automatically turn a proposal into a quote to be sent to the customer.
At the same time, you monitor the progress of your business portfolio. Assorted charts and a variety of statistics allow you to assess your progress, optimise pipeline management, and make realistic forecasts of your sales.