Digital Kit for Customer Management Subsidy

Customer Management Digital Kit

Take advantage of Bo Digital's support to implement a CRM in your company

logos digital kit Customer Management Digital Kit
creative marketing 11 Digital Customer Management Kit

CRM configured for your business, where you can manage all your business information, improve relationships with your customers and offer better, more personalized service. We also integrate it with your online presence and e-commerce systems.

  • You will have it stored and you can consult it whenever you want.  your customers' data.

  • You will have privileged information to know and offer better service to your client.

  • You will be able to convert your leads into customers more easily, thanks to getting to know them better and offering them an improved customer experience.

  • You will have control over all the business opportunities that may arise throughout your customer's purchasing process. 

  • Cans  create business actions and tasks , both manually and automatically to increase sales.

  • Access to reports where you can see monthly, cumulative and comparative data among other commercial exercises. Reporting, planning and commercial monitoring.

  • You will be able to view customer alerts in graphic format of different types (icons, pop-up messages, etc.).

  • You will have management software centralized documentation.

  • You will have a functional interface  adapted to all types of devices (responsive)  and always updated on mobile phones, tablets and computers.
 
  • We help you integrate your CRM with various platforms .

  • You can use WhatsApp from CRM.

  • During the first 30 days, you will have a digital consultant dedicated to configuring your CRM so that everything is designed tailored to what you need. 

  • Email marketing campaigns to increase sales.  

  • Customer scoring to be able to provide personalized treatment .

    DIGITAL KIT GIFT (SUBSIDIZED BY EUROPEAN FUNDS)

    What does this solution include?

    Customer management

    You will be able to store and consult the data of each of your customers, from their registration as a business opportunity, and simulate the purchase of products or the hiring of services.

    Document management

    The solution includes software for centralized documentation management capable of inserting and/or linking documents related to your commercial activity, as well as those provided by the clients themselves.

    Business actions or tasks

    We will implement the tool of your choice, which will allow you to create commercial actions and tasks, both manually and automatically.

    Lead management

    You can register new leads manually or through a file import. The data associated with the leads will allow you to manage sales with the aim of converting them into customers. Additionally, you can parameterize business rules for the assignment of leads according to different criteria.

    Opportunity management

    You will have the possibility to manage all the business opportunities that involve sending offers and quotes to the potential client or lead. In addition, you will be able to check the status of each opportunity (in analysis, offer presented, negotiation, etc.).

    Reporting and planning

    Tracking through information indicators (KPIs) based on your needs. You can also generate reports to track and monitor your commercial activity, including efficiency ratios, phase status, pipeline and other measurable attributes (such as products, quotes, etc.).

    Alerts

    You will be able to view customer alerts in different types of graphic format (icons, pop-up messages, etc.).

    integration

    You will have APIs or Web Services to consolidate information and data from your entire company.

    Responsive design

    You will have a functional interface adapted to all types of devices (responsive) and always updated on mobile phones, tablets and computers.

    Certificates

    SSL security certificate. Compliance with the General Data Protection Regulation (GDPR), notification, compliance with the cookie policy and privacy policy.

    Unlimited Licenses

    Unlike other solutions, ours offers you unlimited licenses for this product.

    digital consultant

    Digital advisor just a click away, specialized in digital marketing, to help you with training and tutoring.

    Customer scoring

    This strategy guarantees that each client will receive personalized treatment, thanks to having more information.

    Email marketing

    Email campaigns that we will send to your leads or customers to boost sales. 

    Start-up

    During the first 30 days you will have a consultant fully dedicated to configuring your CRM according to your needs.

    Amounts

    All our digital solutions are 100% eligible for the Digital Kit. Continuity with any solution after the eligible period is optional and we will always ask for your consent before renewing the license to use it.

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    Take advantage of the digital kit!

    creative marketing creative marketing 16 Digital Kit Customer Management