From 2.000 to 4.000 € per year (VAT not included)

We provide CRM solution tailored to each client. With training and integration of customers and processes that already have parameterized, or helping in new registrations, documentation and maintenance.
Configuration of alerts, reports and integration with existing customer tools.

Subsidies granted by segment:
Segment I (10 to 49 employees) -> Up to €4,000 grant. Includes 3 users.
Segment II (3 to 9 employees) -> Up to €2,000 subsidy. Includes 1 user.
Segment III (0 to 2 employees) -> Up to 2.000€ subsidy. Includes 1 user.
Months of service provision: 12.

Objectives:
To digitize and optimize the management of commercial relations with customers.
This solution includes a number of hours dedicated to the parameterization for the definition of the particularities of the commercialization processes.
Segment I : 40 hours
Segments II and III : 30 hours

Milestones:
- Customer management: the solution will have to store and allow the consultation of data of each customer from its registration as a business opportunity and the simulation of purchase of products or contracting of services.

- Leads management: the solution shall allow the registration of new Leads manually or by means of a file import. The data associated with the Leads must allow their commercial management with the objective of converting them into customers. The solution will include the functionality of parameterization of business rules for the assignment of Leads according to different criteria.

- Opportunity management: the solution shall manage all business opportunities that involve sending offers and quotes to the potential customer or Lead. In addition, the solution will contemplate the status of each opportunity (under analysis, offer submitted, under negotiation, won, cancelled, etc.).

- Commercial actions or tasks: the solution must offer the possibility of creating commercial actions and tasks, both manually and automatically.

- Reporting, planning and commercial follow-up: the solution must offer follow-up solutions through indicators (KPI's), pipeline and others, with different levels of aggregation of information depending on the profile of the user of the solution. It must be able to generate reports for tracking and monitoring commercial activity, including efficiency ratios, phase status, pipeline and other measurable attributes (such as products, quotes, etc.), and according to channels, profiles, roles and/or commercial phases. These reports may show, at least, monthly, accumulated and/or comparative data between different business years.

- Alerts: the solution must allow Customer Alerts to be displayed in different types of graphical format (icons, pop-up messages, etc.).

- Document management: the solution must include software for the centralized management of documentation, capable of inserting and/or linking documents both related to the commercial activity and those provided by the customers themselves.

- Responsive design: the solution interface must be responsive, i.e. it must be adapted to be functional on 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.