Digital Kit for Customer Management Subsidy
Customer Management Digital Kit
Take advantage of Bo Digital's support to implement a CRM in your company
Features and services
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 your customers' data stored and can consult it whenever you want.
- 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.
- You can create sales 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 different types of graphic format (icons, pop-up messages, etc.).
- You will have software for centralized documentation management.
- You will have a functional interface adapted to all types of devices (responsive) and always updated on mobile phones, tablets and computers.
Maximum amount of aid
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.
Customer Management
- 0 < X < 3 employees: €2,000 (includes 1 user)
- 3 ≤ X < 10 employees: €2,000 (includes 1 user)
- 10 ≤ X < 50 employees: €4,000 (includes 3 users)
- 50* ≤ X < 100 employees: €10,000 (includes 10 users)
- 100 ≤ X < 250 employees: €14,000 (includes 15 users)
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.
Advantages of working with us
Official Clientify Partners
Work with a leading platform in customer management and marketing automation.
Optimized monitoring and management
Control your contacts and leads efficiently, integrating marketing and sales in one place.
Initial setup included
We take care of the configuration so you can start working without complications.
Training and continuous monitoring
We help you get the most out of Clientify with training sessions adapted to your needs.
Personalized support and consulting
We accompany you throughout the process to optimize your strategy and achieve your business goals.
start now
Take advantage of the digital kit!
