Customer Management

Digital Kit

Complete solution for customer management

The Customer Management Digital Kit offers a comprehensive solution for digitising and automating your customer relationships. Furthermore, through a CRM system, companies can improve their commercial efficiency, reduce errors, and optimise every sales opportunity.

For example, here are some of the features included that will help you better manage your business and grow sustainably.

Solution Price

This solution includes a number of hours allocated to parameterisation for defining the specific features of the marketing processes, as well as for data loading.

These hours are determined for each business segment as follows:

  • Segment I (10-less than 50 employees):: 40 hours of parameterisation.
  • Segment II (3-less than 10 employees) y III (0-less than 3 employees): 30 hours of configuration.

The Vtiger solution will be implemented and adapted to the customer according to their business processes.

Maximum amount of aid

The company may receive a maximum grant of 4,000€ depending on the number of employees and users.

  • Companies with 0 to 2 employees: 2,000€ (until 1 user)
  • Companies with 3 to 9 employees: 2,000€ (until 1 user)
  • Companies with 10 to 49 employees: 2,000€ (until 3 user)

Functionalities and services

The Digital Customer Management Kit offers a comprehensive solution for digitising and automating your customer relationships. Through a CRM system, SMEs can improve their commercial efficiency, reduce errors and optimise every sales opportunity. These are the features included, based on best practices from the market-leading CRM software:

Customer management

Centralise all your customer information on a single platform. This will allow you to easily access histories, contacts, notes and more, improving customer service and follow-up.

Opportunity management

See where each opportunity is in the sales process. This view helps you identify priorities and improve lead conversion.

Commercial actions and tasks

Automate the tracking of calls, emails, and meetings. In addition, you can assign tasks to your team and record every interaction effortlessly.

Reporting and monitoring

Access detailed reports on sales, commercial activity, and performance. With this information, you can make more strategic decisions based on real data.

Smart alerts

Receive automatic reminders about pending tasks, appointments, or important contacts. This ensures that you do not miss any opportunities.

Document management

Store and organise documents directly in the CRM. This way, your entire team will be able to access them quickly and securely.

Integration with other tools

Connect the CRM to your website, email, or external systems. This allows you to optimise your workflow and avoid duplication. In short, these features enable you to automate processes, improve the customer experience, and increase your business results.

Benefits of the Digital Customer Management Kit

With the Digital Customer Management Kit, your company can take advantage of an advanced digital solution to improve customer relations, automate key processes, and increase the efficiency of your sales team.

Improvement in customer service

Centralise each customer’s information to offer a faster, more personalised and efficient service.

Task automation

Optimise your time by automating actions such as follow-ups, reminders, and key communications.

Control and analysis of the commercial process

View the status of your sales opportunities and make decisions based on real data.

100% funded grant

Thanks to the Digital Kit, you can access these solutions at no cost to your company.

Customer management

Implementing a CRM system gives you deeper insight into your portfolio and helps small businesses focus on their customer relationship strategy.