Relationship management software
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PROBLEM
Managing your customers' information takes a lot of time
How many times has it happened to you that you need to know the new customers from the last day, week, or month? Or that you need the phone numbers of customers who stopped acquiring your services in the last quarter so you can call them and find out why they no longer rely on you as a provider? Or maybe you want to confirm whether your sales team has reached out to their assigned client portfolio this week.
All of this, along with many other examples, can become a challenge if you don’t have relationship management software.

SOLUTION
Discover our Relationship Management Software
There comes a time in your organization when it becomes necessary to automate recorded information and connect it with your sales team, opening up new opportunities for improvements in various areas such as marketing, account recovery, new product launches, customer analysis, and other executive reports.
A relationship management software provides that solution and expands your organization’s operational reach, allowing:
- Customer registration
- Management of contacts and key people from your clients
- Customer information records
- Assignment and exclusivity of sales representatives to clients
- Grouping and categorization of customers
- Instant reports on your customer database
- Integration with other systems in your company
the process
The process to optimize your relationship management
Our goal is not to simply program and install a system. Specifically speaking about Customer Management, our objective is to optimize your business processes so that your organization has a useful tool that enhances your sales force.
To achieve this, we must understand your business. For this, we need to:
- Identify your objectives and quantify them
- Understand how you currently manage your sales force
- Analyze how your commercial information is organized
- Determine which aspects need improvement, removal, or replacement
- Develop a customized version of the software you need
- Implement it in your organization and measure its performance and effective return
- Establish continuous improvement processes

BENEFITS
The advantages of using our Relationship Management Software
Immediate Communication
Your entire organization will have real and consistent customer information available whenever it is needed and to the personnel who require it.
Tailored to your business
By having customer management software tailored to your needs, it will naturally integrate into your processes, enhancing your business management.
High Precision
With your customer information stored in a unified and interconnected database, you will be able to analyze, plan, and execute efficiently.
Targeted Sales Force
Our customer management system allows you to handle all sales force activities, guiding them toward clear goals.
100% Web
You won't need to install additional software on your team's computers, as the software is 100% accessible from your web browser.
Continuous Improvement
Analyze the behavior of your sales force, achieved goals, and business opportunities, and immediately develop new strategies..