Digitizing Agent Digital Kit
Customer Management
CRM customer management systems
Digitization solution category to which it belongs: Customer Management
Description: Solution for the management and commercial monitoring of customers and new acquisitions, as well as the management of tasks, alerts, and documentation.
Beneficiaries: Companies in segments I, II, and III of all productive sectors located anywhere in the country.
Solution Price
The price of this solution can range from €1,000 to €7,500, depending on the company’s needs.
Amount of aid – €4,000
The maximum aid that can be received for the implementation of a customer management system is €4,000.
Features and Services
The customer management tools implemented through the Digital Kit have the following characteristics.
- Customer Management Manage, store, and consult each customer’s data, as well as store and link all actions performed for each customer (sales, business opportunities, service contracts, etc.)
- Lead Management Register potential customers for commercial management, follow-up, and conversion. This will allow you to manage the entire sales workflow, from acquisition to follow-up and closing of the sale. Additionally, you can customize them to suit your product, service, industry, etc.
- Opportunity Management You can manage business opportunities that involve sending offers and quotes to potential clients and check the status of each one (analysis, offer submitted, under negotiation, won, canceled, etc.).
- Sales Actions or TasksCreate sales actions and tasks, both manually and automatically, to improve workflow, save time, and boost conversions.
- Sales reporting, planning, and monitoring Monitoring using established KPIs, opportunities, etc., with different levels of information aggregation based on your needs. Generation of sales activity tracking and monitoring reports, with 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 show monthly, cumulative, and/or comparative data between different business years.
- Alerts Display of Customer Alerts in graphical formats of different types (icons, pop-up messages, etc.) for management based on their status or defined alerts.
- Document Management Software for centralized document management where you can insert and/or link documents related to your commercial and customer activities.
- Responsive Design The implemented tools include a mobile-first design to adapt to the different devices from which they can be accessed.
- Integration with Various Platforms The implemented systems will include APIs or Web Services for consolidating information and data from across the company.
Percentage of execution associated with the phases
- First: 80%
- Second: 20%
Maximum amount of aid
The company may receive a maximum grant of €4,000 depending on the number of employees.
- Companies with 0 to 2 employees: €2,000 (Includes 1 user)
- Companies with 3 to 9 employees: €2,000 (Includes 1 user)
- Companies with 10 to 49 employees: €4,000 (Includes 3 users)
