CRM Cloud - Marketing, Sales & Services

Connect with your customers in an innovative way.

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Get new business and improve relationships with your Clients

CRM software to increase your income through Marketing, Sales and Services.

Do you want to Fine-Tune your marketing campaigns?

Do you want to increase the success percentage of your opportunities?

Do you want to retain your best customers? You know who they are?

Digital Challenges and Benefits

Essenzial has its own Methodology that will help you in the implementation of our CRM Solution.

Get to reach new clients.
Measure the results of your shots. Use them to improve your aim.
Improve emailing management.
Simplify and automate tasks that are not relevant
Reduce and automate sales reporting.
Incorporates questionnaires to speed up lead qualification.
Get relevant information for your future operations.
Implement mobility solutions with all the necessary information.
Get ahead of your clients’ problems and needs.
Take care of the quality in customer interactions.

Marketing

Marketing Campaings

Reach your ideal customers and use precise B2B segmentation

  • Target audience lists for launching campaigns, communications or newsletters.
  • Management of eMail Templates with variable fields.
  • Wave Campaign Launch and Planning.

Personalize communication with clients

Request a free trial

Marketing Automation

Automate processes and repetitive actions of your marketing strategy

  • Workflow Management. Actions under certain conditions and specific business rules.
  • Segmentation from Reports planned and customized by the user.
  • Email Marketing Lists.

Optimize relationships with your clients

Request a free trial

Clients, Contacts and Leads

Generate high value leads

  • Accounts and Contacts setup, Potential Clients and Sectors of Activity.
  • Assignment by Territories/Sales teams and Access Roles.
  • Integration with external data sources.

Manage accounts, contacts and roles

Request a free trial

Marketing Campaings

Marketing Campaings

Reach your ideal customers and use precise B2B segmentation

  • Target audience lists for launching campaigns, communications or newsletters.
  • Management of eMail Templates with variable fields.
  • Wave Campaign Launch and Planning.

Personalize communication with clients

Request a free trial

Marketing Automation

Marketing Automation

Automate processes and repetitive actions of your marketing strategy

  • Workflow Management. Actions under certain conditions and specific business rules.
  • Segmentation from Reports planned and customized by the user.
  • Email Marketing Lists.

Optimize relationships with your clients

Request a free trial

Clients, Contacts and Leads

Clients, Contacts and Leads

Generate high value leads

  • Accounts and Contacts setup, Potential Clients and Sectors of Activity.
  • Assignment by Territories/Sales teams and Access Roles.
  • Integration with external data sources.

Manage accounts, contacts and roles

Request a free trial

Sales

Sales Opportunities

Better manage business opportunities

  • Linked to accounts and classified by Stages / sales methodology.
  • Prospecting, Qualification, Needs Analysis, Value of the Proposal, Identification of Decision Makers, Perception Analysis, Proposal, Negotiation, Won, Lost.
  • Expected income, probability of winning, expected closing date.

Increase the chances of conversion

Request a free trial

Portfolio and Commercial Offers

Increase your operational excellence by creating tailored proposals for your clients

  • Products and Services to carry out the sales work of Opportunities and Offers.
  • Setup according to the category. Configurable Offer Templates.
  • Statuses: Draft, Under review, Submitted, Approved, Rejected, Cancelled. Invoices for approved Offers.

Efficient offer management

Request a free trial

Meetings, Calls and Tasks

Link all your notes, call logs, tasks and meetings to your target customers

  • Assignment of attendees: Accounts, Contact, Potentials or Users, and link to Sales Opportunities and Service Tickets.
  • Status: Planned, Held, Not Held. Synchronized with the CRM Calendar and with Zoom.
  • Ability to set activity reminders.

Monitoring of commercial activity

Request a free trial

Sales Opportunities

Sales Opportunities

Better manage business opportunities

  • Linked to accounts and classified by Stages / sales methodology.
  • Prospecting, Qualification, Needs Analysis, Value of the Proposal, Identification of Decision Makers, Perception Analysis, Proposal, Negotiation, Won, Lost.
  • Expected income, probability of winning, expected closing date.

Increase the chances of conversion

Request a free trial

Portfolio and Commercial Offers

Portfolio and Commercial Offers

Increase your operational excellence by creating tailored proposals for your clients

  • Products and Services to carry out the sales work of Opportunities and Offers.
  • Setup according to the category. Configurable Offer Templates.
  • Statuses: Draft, Under review, Submitted, Approved, Rejected, Cancelled. Invoices for approved Offers.

Efficient offer management

Request a free trial

Meetings, Calls and Tasks

Meetings, Calls and Tasks

Link all your notes, call logs, tasks and meetings to your target customers

  • Assignment of attendees: Accounts, Contact, Potentials or Users, and link to Sales Opportunities and Service Tickets.
  • Status: Planned, Held, Not Held. Synchronized with the CRM Calendar and with Zoom.
  • Ability to set activity reminders.

Monitoring of commercial activity

Request a free trial

Cases of Use

Services

Customer Service

identificar decisor compra decision maker

Improve Customer Satisfaction

  • Ticket Management: question, incident, problem.
  • States: new, assigned, pending, closed, rejected. Priority: low, normal, high.
  • Assignment to accounts, contacts, and redirection of Cases automatically. Integration with the Client Portal.

Report and track issues

Request a free trial

Email and Calendar CRM

Simple, but powerful integration

  • Management of all the client emails from the same place.
  • Group and personal emails. Association of emails to accounts, contacts, potentials.
  • Possibility of creating Folders, Filters and Email Templates. Activity Calendar Management: Meeting, Call or Task.

Centralize interactions

Request a free trial

Document management

elegir procesos y monitorizalos

Centralize all the information you share with your clients

  • Tree structure, with folders to store documents.
  • Association of Documents to Client accounts. Viewing the Documents of a Client (account or contact), from their own file.
  • Possibility of Uploading Documents from the Client Portal.

Documentation in order and accessible

Request a free trial

Customer Service

Customer Service

identificar decisor compra decision maker

Improve Customer Satisfaction

  • Ticket Management: question, incident, problem.
  • States: new, assigned, pending, closed, rejected. Priority: low, normal, high.
  • Assignment to accounts, contacts, and redirection of Cases automatically. Integration with the Client Portal.

Report and track issues

Request a free trial

Email and Calendar CRM

Email and Calendar CRM

Simple, but powerful integration

  • Management of all the client emails from the same place.
  • Group and personal emails. Association of emails to accounts, contacts, potentials.
  • Possibility of creating Folders, Filters and Email Templates. Activity Calendar Management: Meeting, Call or Task.

Centralize interactions

Request a free trial

Document management

Document management

elegir procesos y monitorizalos

Centralize all the information you share with your clients

  • Tree structure, with folders to store documents.
  • Association of Documents to Client accounts. Viewing the Documents of a Client (account or contact), from their own file.
  • Possibility of Uploading Documents from the Client Portal.

Documentation in order and accessible

Request a free trial

Management

Reporting and Dashboard

estudiar mercado competencia posicionamiento

Improve your productivity and increase profits

  • Configuration in the CRM Home, of a Dashboard, based on standard Grid’s, plus those generated by the user himself (eg Sales Funnel, …).
  • Report generator, Grid type or Multi-record List type, for all system entities.
  • Possibility of exporting the reports to excel.

Real-time behavior of your business

Request a free trial

Advanced Administration

ofrece funcionalidad adecuada cross selling

Have a better vision of the important areas of your company

  • Web2Lead integration. Export / Import of data to / from the ERP, eCommerce, eLearning and Customer Portal.
  • Management of Territories and Sales Teams. Role customization.
  • Graphic modeler of your organization’s business processes.

Customize business processes

Request a free trial

Social CRM

añadir blog corporativo

Interact with your customers bi-directionally

  • Activity Stream. Capture campaign data for study. Contact Linkedin information settings.
  • Common place where changes and new CRM records are shared with users/clients who have permission.

Traceability of interactions

Request a free trial

Reporting and Dashboard

Reporting and Dashboard

estudiar mercado competencia posicionamiento

Improve your productivity and increase profits

  • Configuration in the CRM Home, of a Dashboard, based on standard Grid’s, plus those generated by the user himself (eg Sales Funnel, …).
  • Report generator, Grid type or Multi-record List type, for all system entities.
  • Possibility of exporting the reports to excel.

Real-time behavior of your business

Request a free trial

Advanced Administration

Advanced Administration

ofrece funcionalidad adecuada cross selling

Have a better vision of the important areas of your company

  • Web2Lead integration. Export / Import of data to / from the ERP, eCommerce, eLearning and Customer Portal.
  • Management of Territories and Sales Teams. Role customization.
  • Graphic modeler of your organization’s business processes.

Customize business processes

Request a free trial

Social CRM

Social CRM

añadir blog corporativo

Interact with your customers bi-directionally

  • Activity Stream. Capture campaign data for study. Contact Linkedin information settings.
  • Common place where changes and new CRM records are shared with users/clients who have permission.

Traceability of interactions

Request a free trial

Start your Free Trial

  • Leave us a message and schedule an Appointment.
  • View our free demos and learn more.
  • Essenzial helps generate more business in your organization.

Let’s talk!

Discover what ESSENZIAL can do for you

+34 618 55 44 93
C/ Luis Buñuel, 2 - Edificio EGEDA
Ciudad de la Imagen
28223 Pozuelo de Alarcón - Madrid

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