CRM for Business - ADV CRM

ADV CRM FOR COMPANIES

Allows you to establish a business strategy focused on meeting your customers’ needs

Customer Relationship Management (CRM), or Customer Relationship Management, is the IT solution that allows you to focus your company on the customer, efficiently managing the critical data of each of them (actual or potential) to carry out sales actions. Improving the relationship with your customers and increasing the productivity of your sales force are the axes on which CRM offers a tangible benefit. To achieve this, among other tools, you have at your disposal:

CRM adapts to your management model and provides you with tools that help your agents and processes.
The company must work to understand the customer’s needs and thus be able to anticipate and improve the quality of customer service. Personalizing the message will increase the effectiveness of your actions.

Optimize

your operating costs.

Increase

the productivity of your sales team.

Effectively

reduce your company's administrative tasks so you can focus on closing more deals.

Eliminate

your churn rate by increasing customer spend. Easily convert your leads into actual customers.

Produce

performance reports and statistical listings for better decision making.

Increase

the data in your customer file with valuable information.

Turn

your mailing campaigns into personalized communications automatically.

Provide

your sales department with our powerful opportunity management tool.

trazabilidad-de-acciones-comerciales
TRACEABILITY OF COMMERCIAL ACTIONS

Follow-up and control of results, from the first action to the closing. Campaign management with statistical reports analysis.

programador-de-alertas
ALERT
PROGRAMMER

Configurable for incidents, contract expirations, pending tasks, end of validity of budgets, unpaid invoices, etc.

incidencias-del-cliente
CUSTOMER
INCIDENCES

Registration and follow-up of customer incidents, depending on the category, the issue to be dealt with, the response time, the duration of the problem, etc.

informes-dinamicos
Dynamic
reports

In each section of the ERP. On the basis shown can be displayed with a simple mouse click and access to the source of the data.

herramientas-personalizables
Customizable
tools

From any file linked to customer-supplier-product, if the profile is so defined. Specific menus per user, with access and cost restrictions.

seguimiento-de-agente
AGENT
MONITORING

– User profiles and their application in WORKFLOW
– Commercial objective, budgeted, invoiced (partial and total), and statistics.

consola-crm
CRM
CONSOLE

– Automatic backups
– Programmable import of customers and machines
– On-line download of program updates

fichero-de-articulos
ARTICLES
FILES

Technical characteristics, photographs, comments, etc. of items independent of management items.

agenda-comercial
FULL COMERCIAL
AGENDA

– Planning of visits and telemarketing calls.
– Calendar manager with the possibility of defining types of days (vacations, leaves, holidays, absences).
– Notes editor for planning non-business transactions.

ficha-de-cliente-real-y-potencial
REAL AND POTENTIAL
CUSTOMER FILE

– History of commercial actions, customer contacts and machines or products consumed.
– Linking of documents sent to the client, with visualization in file history.
– Registration of multinif accounts, with delegations or branches.
– Commercial, technical, marketing and financial observations.
– Tab identifying detected Business Opportunities, based on the product catalog.
– Economic follow-up of customer status: orders, delivery notes, invoices, risk and statistics.
– Warning of non-payment, overdue or available when opening the customer’s file.

generacion-y-seguimiento-de-presupuestos
BUDGET GENERATION
AND TRACKING

– Possibility of attaching created quotations to the customer’s file, generating a follow-up action.
– Possibility of launching the quotation by e-mail and, once accepted, automatically passing it to order management, or, on the contrary, marking it as rejected.
– Generation of the order route: order, order to supplier, delivery note, warehouse entry, invoice, etc.

Get a quick return on your investment.

Let the program alert you to customers requiring commercial attention.

Configure commercial alerts so as not to miss any management.

Customize the program to the maximum so that it adapts like no other to your business model.

A simple and intuitive interface will promote the acceptance of the tool by your sales agents.

Check how easy it is to sell more by serving better.

Make sales management the key to your success.

Increase your productivity by implementing our solution: CRM.