Platform
Commercial Management
Integral & CRM

One of the main challenges of Commercial Management is finding tools to manage customer relationship cycles and increase the conversion rate of Leads to Customers.

In most industries, this cycle can involve both the Own Sales Team and a Distribution Network and/or Representatives with the complexity of establishing a long-lasting differentiating strategy.

A Commercial Management Platform allows the systematization of the process, streamlining the workflows of a commercial team with the consequent increase in competitiveness.

Goals

  • Manage the Sales Pipeline in Real Time and in a more strategic way, being able to prioritize and respond to specific customer requirements in a systematic way. The clear visualization of the funnel allows an agile follow-up of each client, increasing productivity and closing opportunities.

  • Integrate business rules, profitability objectives by segments and approval of special prices to establish the values corresponding to each specific request for quotation for the different products or services incorporated into the platform. The complexity of the calculation corresponding to each alternative is automated with a dynamic and intuitive interface.

  • Generate, issue and send personalized Budgets and Quotations to potential clients in a simple, effective and error-free way. For this, the previously established values are used and they are integrated with personalized budget templates that take the client's information, the correct description of the product or service and the format and images established by the Marketing area for each particular point.

  • Automate business processes such as the issuance and distribution of updated price lists, the management of differential price lists for each sales channel, the calculation of commissions and many other activities that come under the orbit of this platform. This facilitates the work of the sales force and in turn speeds up the decision process of your customers.

Key points

  •  Smart Quote Dashboard: Allows users to manage quotes in real time, segment and filter leads for organized reporting and opportunity identification. It also provides access to key data such as a client's coverage history or quote requests, communication exchanges, and other relational information.
  •  Integrated Messaging Functionality: This feature sends generated quotes via email, with the ability to schedule reminders for follow-up, both with alerts and the ability to create automated email campaigns targeted to specific segments.
  • Integration with invoicing and collection platforms: The ability to securely connect with these platforms allows for the automation of the sales process, maximizing productivity. Transactions can be processed in batches, generating the corresponding communication and shipping log, with the site constantly updated through events and logs.
  •  Customer Management Module: Allows you to manage all of a customer's specific characteristics and the terms and conditions established in the business relationship, such as payment methods, tax conditions, updated stamps, differential rates for special businesses, among other points.
  • Sales Force Management Module: Manage the entire workforce of resources assigned to the sales cycle with the ability to create different user profiles for Sales Executive / Back Office / Distributor / Sales Manager, each with their corresponding permissions.
  • Dashboard with metrics: Stay on top of what's happening in your sales pipeline while your team focuses on leads. Track every interaction with your customers and turn that data into reports and visualizations to accurately forecast sales and enhance the decision-making process.

Features and Benefits

  • Increases the competitiveness of the company, reducing the time in decision making and allowing a rapid implementation of new business strategies.
  • It allows you to generate Quotes online and with the corresponding PDF quote for storage and automatic sending via email.
  • Your sales team can work from anywhere and from any device, whether it's a notebook, tablet or smartphone.
  • It allows a greater capacity for analysis, generating consistent and higher quality information, minimizing the time of access to it.
  • The process is managed as designed, ensuring that policies and standards are met, obtaining homogeneous and predictable results.
  • It provides mechanisms for consistent management and continuous improvement of the process, optimizing costs.
  • It improves efficiency and agility, increasing productivity and the number of activities that can be executed simultaneously.
  • It provides traceability and reduces bureaucratic control and the generation of excessive documentation.
  • It allows internal and external collaboration, improving communication and coordination within the work team.
  • Minimize all types of negative time deviation and eliminate task delays.
  • It provides a satisfactory and effective user experience, reducing communication time between activities, people, and processes.
  • Improve the result of a wide spectrum of KPIs that range from the quality of the products and services offered to customer service.

Functionalities

  • Quotation Management.
  • Business Logic Automation and Pricing Strategy.
  • Template repository with technical/commercial information and images.
  • Sending quotes via email.
  • Possibility of editing quotes.
  • Quote history query and reprint.
  • Filters and smart search for operations.
  • Real-time monitoring of Metrics and Management Statistics.
  • Reports by status of quotes.
  • Automated notifications.
  • Universal multi-device access.
  • User management module.
  • Assignment of functions and activities, with delegation rules.
  • Traceability of activities and auditing.
  • Operation status display.
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