KIT DIGITAL
Customer Management

CUSTOMER MANAGEMENT MERIBIA

Business relationships with customers must be effective and efficient. Managing the data of your clients through a CRM will allow you to obtain at a single glance all the information you need to know about that user. In addition, you will be able to keep track of all the actions carried out with said client and thus be able to organize and schedule future actions to be carried out, either manually or automatically.

WHAT IS INCLUDED IN THIS SERVICE

  • Customer Management: You will be able to store and consult the data of each of your clients, from their registration as a business opportunity, and simulate the purchase of products or contracting services.
  • Lead Management (Leads): You can register new Leads manually or through a file import. The data associated with the Leads will allow you to manage them commercially 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 of managing all the business opportunities that involve sending offers and budgets to the potential client or Lead. In addition, you will be able to check the status of each opportunity (in analysis, offer presented, in negotiation, won, cancelled, etc.).
  • Commercial actions or tasks: It will allow you to create commercial actions and tasks, both manually and automatically.
  • Responsive design: You will have a functional interface on all types of devices.
  • Reporting, planning and commercial follow-up: You will be able to carry out follow-up through indicators (KPI's), a list of opportunities, and others, with different levels of information aggregation depending on your needs. You can also generate reports to track and monitor your commercial activity, considering efficiency ratios, phase status, pipeline and other measurable attributes (such as products, prices, etc.), and according to channels, profiles, roles and/or commercial phases. These reports may show, at least, monthly, accumulated and/or comparative data between different business 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 the centralized management of documentation capable of inserting and/or linking documents both related to your commercial activity and those provided by the clients themselves.
  • Integration with various platforms: You will have APIs or Web Services for the consolidation of information and data from your entire company.

MERIBIA SOLUTION FROM: 600€


IMPROVEMENTS WHICH WE CAN HELP YOU WITH THE DIGITAL KIT

With the financial aid from DIGITAL KIT, you will be able to access the following catalogue of digital solutions and choose the ones that best suit your needs, so that Mediterráneo Informática can carry them out in your company in the most efficient way:

CUSTOMER MANAGEMENT
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BUSINESS INTELLIGENCE AND ANALYTICAL
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PROCESS MANAGEMENT
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MARKETPLACE
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Are you interested in knowing which Digital Bonus you can be a beneficiary of with your DIGITAL KIT?

GET IN CONTACT WITH US FROM THIS LINK OR CALL US AT 950 570 506

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