Category: Customer management.
Solution Description
The objective of this solution included in the Digital Kit Program (within the Recovery, Transformation and Resilience Plan) financed by the EU within European funds Next Generation EU is digitize and optimize the management of commercial relationships with your clients.
Who is this solution for?
- Segment I. Small companies with between 10 and less than 50 employees.
- Segment II. Small businesses or Microbusinesses with between 3 and less than 10 employees.
- Segment III. Small businesses or Microbusinesses with between 1 and less than 3 employees and self-employed persons.
- Segmento IV: Medianas empresas con entre 50 y menos de 100 empleados
- Segmento V: Empresas con entre 100 y menos de 250 empleados.
Consigue la GUÍA MÁS COMPLETA para obtener tu Bono Digital de hasta 24.000€
Fill out the form to download the complete guide.
Responsible: More Patients.
Purpose: Being able to attend to and manage the different orders, requests, queries and resolution of users' doubts, as well as being able to carry out statistical studies that help improve the functioning of the website and provide timely information.
Legitimation: Consent of the interested party.
Recipients: No data will be communicated to third parties, except legal obligation. The information is treated with the utmost confidentiality, being hosted on a secure server. Your email address will be used only to respond to your queries made through the existing forms on the website, as well as to inform you of news.
Rights: You have the right to access, rectify and delete your data, rights that you can exercise by sending an email to info@psicologos.marketing
You can consult additional and detailed information on data protection in our Privacy Policy.
Features and services
Gestión de clientes: serás capaz de almacenar y consultar los datos de cada uno de tus clientes, desde su alta como oportunidad de negocio, y simular la compra de productos o contratación de servicios.
Gestión de clientes potenciales (Leads): You can register new Leads manually or by importing a file. The data associated with the Leads will allow you to manage your business with the aim of converting them into customers. Additionally, you can parameterize business rules for assigning Leads according to different criteria.
Opportunity management: You will have the possibility of managing all business opportunities that involve sending offers and quotes to the potential client or Lead. In addition, you can check the status of each opportunity (in analysis, offer presented, in negotiation, won, canceled, etc.).
Commercial actions or tasks: The tool implemented by the Digitizing Agent of your choice will allow you to create commercial actions and tasks, both manually and automatically.
Reporting, planning and commercial monitoring: You will be able to track using indicators (KPI's), list of opportunities, and others, with different levels of information aggregation depending on your needs. You will also be able to generate reports to track and monitor your commercial activity, considering efficiency ratios, phase status, pipeline and other measurable attributes (such as products, quotes, etc.), and according to the channels, profiles, roles and/or phases. commercial. These reports may show, at least, monthly, accumulated and/or comparative data between different commercial years.
Alerts: You will be able to view Customer Alerts in graphic format of different types (icons, pop-up messages, etc.).
Document management: The solution will include software for centralized documentation management capable of inserting and/or linking documents both related to your commercial activity and those provided by the clients themselves.
Responsive Design: tendrás una interfaz funcional en todo tipo de dispositivos.
Integration with various platforms: You will have APIs or Web Services to consolidate the information and data of your entire company.
Maintenance and technical support
At La Clé we know how important the maintenance and technical support of your website is and that is why you will have a service through phone and email, your doubts being answered within a maximum period of 24h. At La Clé we are characterized by immediacy and for the resolution so you don't have to worry about anything.
Maximum aid amount
0 < X < 3 empleados: 2.000€ (incluye 1 usuario)
3 ≤ X < 10 empleados: 2.000€ (incluye 1 usuario)
10 ≤ X < 50 empleados: 4.000€ (incluye 3 usuarios)
50* ≤ X < 100 empleados: 10.000€ (incluye 10 usuarios)
100 ≤ X < 250 empleados: 14.000€ (incluye 15 usuarios)
Solution price
From €2,000 + VAT
At La Clé we will meet with you to assess all your needs and be able to design a specialized plan for the digitalization of your company.
We want to help you with your digitization project
At La Clé we have been helping many companies in their digital transformation for 20 years and now we want to help you.
Your data is safe with Más Pacientes since we comply with the RGPD (General Data Protection Regulation). This is the information you should know:
Responsible: More Patients.
Purpose: Being able to attend to and manage the different orders, requests, queries and resolution of users' doubts, as well as being able to carry out statistical studies that help improve the functioning of the website and provide timely information.
Legitimation: Consent of the interested party.
Recipients: No data will be communicated to third parties, except legal obligation. The information is treated with the utmost confidentiality, being hosted on a secure server. Your email address will be used only to respond to your queries made through the existing forms on the website, as well as to inform you of news.
Rights: You have the right to access, rectify and delete your data, rights that you can exercise by sending an email to info@psicologos.marketing
You can consult additional and detailed information on data protection in our Privacy Policy.