Digital Customer Management Kit

Digitise and optimise the management of commercial relations with your customers.

It includes:

• Customer managementYou 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 contracting of services.
• Leads management: you will be able to register new Leads manually or by importing them by file. The data associated with the Leads will allow you to manage them commercially with the aim of converting them into customers. Additionally, you can parameterise business rules for assigning Leads according to different criteria.
• Opportunity management: you will be able to manage all the business opportunities that involve sending offers and quotes to the potential client or Lead. You will also be able to check the status of each opportunity (under analysis, offer presented, under negotiation, won, cancelled, etc.).
• Commercial actions or tasks:  the tool implemented by the Digitising Agent of your choice will allow you to create commercial actions and tasks, both manually and automatically.
• Reporting, planning and commercial follow-up: you will be able to monitor through indicators (KPI's), list of opportunities, and others, with different levels of aggregation of information depending on your needs. You will also be able to generate reports to track and monitor your commercial activity, including efficiency ratios, phase status, pipeline and other measurable attributes (such as products, quotes, 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 visualise Customer Alerts in different types of graphic format (icons, pop-up messages, etc.).
• Documentary management: the solution will include software for the centralised management of documentation capable of inserting and/or linking documents relating to your commercial activity as well as those provided by your customers.
• Responsive design:  you will have a functional interface on all types of devices.
• Integration with various platforms: you will have APIs or Web Services for the consolidation of information and data of your entire company.

The provision of the solution will be carried out in two phases, within the timeframe and with the committed performance acknowledgement defined below:

• First Phase: 3 months and a committed execution at 70%.
• Second Phase: 12 months and implementation committed to 30%.

• From 0 to 2 employees - 2000€ (includes 1 user)
• From 3 to 9 employees - 2000€ (including 1 user)
• From 10 to 49 employees - 2000€ (including 3 users)

Including 12 months of service provision.

The solution includes a support service for any incident you may have, with a resolution time of less than 24 hours. In addition, the domain and hosting of your website will also have this service. We will carry out the maintenance and support remotely and, additionally, you will have a telephone number and an email address where you can make any queries you may have.

The solution includes training so that you can acquire sufficient knowledge to be able to use and manage your website independently, especially in terms of regulatory compliance.

At ActionMK we are experts in company digitalisation, offering personalised advice to determine the company's level of maturity and develop a successful and realistic itinerary for digitalisation. In addition to support throughout the implementation process and, where appropriate, in the effective use of public aid.

Our company has more than 18 years of experience collaborating with entities such as Red.es (Ministry of Economic Affairs and Digital Transformation), the regulatory body for aid aimed at the digitalisation of SMEs within the framework of the Next Generation European Funds.

We are already working with companies in the area to define solutions in order to have everything ready and to be able to contact them as soon as the call for proposals is published.