Recording data of customers, co-workers and suppliers. Management of information from various sources, monitoring of interface between customers, suppliers and other partners related to purchases, communications and preferences. 

Planning and tracking of leads, pipeline management, automatic creation of offers, data analysis for the creation of forecasts related to future sales based on criteria, update of sales status and opportunities. 

Management of customers, contacts, items & competitors. Recording of stock items and pricing at sale points. Information of shelf placement and conformation. Questionnaires with the possibility of smart handling of  questions line and recording of competition.

Dynamic and circular meeting plans, repetitive meeting plans based on traffic parameters, management of contacts circle, categorization of points, configuration of a plan on a map, optimal routing and review of actions. 

Management of loyalty cards, monitoring of loyalty and redemption rules, as well as privileges that are attributed to clients. Monitoring of transactions history and points histrory per client.

Tool for search and segmentation of customers/contacts based on criteria. Search in master data, ERP actions, CRM activities, customer balances, questionnaire responses within applications or in external sources. Ease of search with natural language query logic.

Automatic conversion of communication threads from Facebook, Twitter and Instagram into requests, tasks, meetings and sale opportunities into the CRM system allowing service and communication with customers directly from social media channels.

Advanced capabilities of contact management, calls planning and analytic monitoring, that enhance the successful implementation and monitoring of call campaigns.

Capability of detailed recording of work time, activities and expenses of the executives. It ensures accurately and transparency in time and expenses management, promotes productivity and allows the detailed analysis of the activities.

Rich information for the improvement of provided services, the reinforcement of customer relationships and the increase of sales department’s effectiveness. It offers collection, analysis and interpretation of data related to customer relationships, sales, communications and behavioral data.