CRM Cloud - Open source software for SMEs and Companies

CRM

SERVICE OVERVIEW

Services included in our CRM Solution to improve customer relations: Marketing, Sales and Services.

  • Configuration of the entities Accounts (companies), and Contacts, as well as Potential Customers.
  • Configuration of the Activity Sectors.
  • Assignment by Territories / Sales teams and Access roles.
  • Integration with external data sources (google contact and ERPs)
  • Preparation of lists of target audience for the launch of campaigns, press releases or newsletters.
  • Management of eMails Templates with variable fields.
  • Launch of Campaign for Waves.
  • Planner of the Waves of a Campaign.
  • Monitoring of Statistics: Sent, Open, Clicked, Dropped, Rebooted, Possible Clients, Opportunities, Revenues associated with Conversions.
  • Workflow Management Actions can be launched under certain conditions: sending email, updating or creating records, creating notifications via CRM Volaboration, and assigning records by specific Rules.
  • Creation of Target Audience Lists (segmentation) automatically from Reports planned and customized by the user.
  • eMail Marketing of Target Audience Lists/li>
  • Integration with MailChimp, if it is used in place of our Campaign Manager.
  • Maintenance of Opportunities, associated with accounts.
  • Configuration of the Sales Stages of the opportunities: Prospecting, Qualification, Needs Analysis, Proposal Value, Decision Maker Identifier, Perception Analysis, Proposal / Budget, Negotiation / Review, Closed Earned, Closed Lost.
  • The Opportunities incorporate the expected income, the probability of winning, the expected date of closure, the contact of the account with whom we manage the opportunity, as well as the origin of the same.
  • Configuration of Products and Services in the CRM, to carry out the commercial work of Opportunities and Offers
  • Configuration of the necessary fields that complete the file of a Product or Service according to the category to which it belongs
  • Configurable offer templates with variable fields.
  • Status setting: Draft, In review, Submitted, Approved, Rejected, Canceled
  • Relationship with Opportunities
  • Billing data, and possibility of issuing invoices for approved Offers.
  • Management of Information or Incident Requests (type: question, incident, problem).
  • Configuration of the status of cases: new, assigned, pending, closed, rejected, duplicate.
  • Priority configuration of cases: low, normal, high, urgent
  • Assignment of cases to Clients (accounts / contacts) and visualization from the tab.
  • eMail2Case: Possibility of redirecting Cases automatically, from Group Accounts.
  • Integration with the Customer Portal
  • Prepración of the Knowledge Base, also accessible from the Customer Portal.
  • Generator of reports, type Grid or type Multicam list, for all entities of the system.
  • Home CRM Setup, scorecard based on standard Grid’s, plus those generated by the user (eg Sales Funnel, …)
  • Possibility of Exporting reports to excel.
  • Web2Lead integration
  • Export / Import data to / from ERPs
  • Territory Management and Sales Teams
  • Customization of Roles
  • Authentication via LDAP

CASES OF USE

Customers that use any of our CRM Solutions.

SERVICE PLANS

The Light Scope is enough for Professionals and Entrepreneurs. For Companies the Enterprise or Premium Scope.

– LIGHT – – ENTERPRISE – – PREMIUM –
CUSTOMERS
MARKETING CAMPAINGS
MARKETING AUTOMATION
SALES OPPORTUNITIES x
PORTFOLIO AND COMMERCIAL OFFERS x
CUSTOMER SERVICE x x
REPORTING AND CONTROL BOARD x x
ADVANCED ADMINISTRATION x x