Relationship to Results
SA Customer Manager was developed to keep loyal clients through relationship actions, qualifying the management with clients and achieving great results.
Facilitates the management and control of accounts and trades, making management more secure and simple
Easy to control and manage activities. With the use of dynamic filters it is possible to generate a list of activities that shows those responsible, the result and the progress of each one.
It is possible to send notifications and mass publications, through e-mail, to the public defined in the contact channels, which can be these Customers, Prospects, Employees and Partners
It facilitates the administration of all opportunities, as it is possible to register them for each of the accounts and trades, including being able to generate activities for trading directly from the registered opportunity.
Tool that allows observing the current status of the negotiations and the relationship with the clients, bringing a comprehensiveness to the manager’s view and facilitating the obtaining of relevant information.
The registration of a new account, that is, a new customer, has several fields designed to facilitate the analysis of the customer and the definition of the approach strategy.
Tool that facilitates the visualization of all activities, as it has dynamic filters and also more than one form of visualization, being able to have a monthly, weekly or daily perspective of the activities.
In this module it is possible to register and schedule activities that can help in the conclusion of the business or even in maintaining the relationship with the customer.
Benefits and features
- Client relationship management
- Activities calendar
- Control over the relationship actions: meetings, calls and presentations
- Control over the customer account
- Control over the business opportunities
- Control over the action plans and projects with schedule and workflow
- E-mail marketing sending to channels target by categories
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Check out the solutions that SA Customer Managerintegrates
Interact solutions are made up of a combination of products that work in an integrated way to meet the management demands of your company.
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