CRM Solutions for Sales Force - Optimize Results

CRM Sales Force

The Sales Force Management Solution, based on Zoho CRM and customized by us for Italian Companies.

Ready-made, but further customizable over time according to one's needs.

Learn about the Modules and Features.

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Companies

Contact

Sellers

Lead

Opportunities

Products and Services

Orders

Commissions

Visiting Agenda

Tasks and Calls

Report

Compliance & GDPR

Solution based on customization of Zoho Applications

The Solution was developed through the customization of Zoho Applications, carried out in such a way as to make these applications suitable for the most common needs of Italian companies.

The Solution is further customizable by the Customer, after training (1 hour included in the price of the FAST version)

With the EVOLUTION version-which includes a Custom Pack of Customizations-further customizations will be implemented by us, based on the Client's Requirements.

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Application Components of the Solution:

Zoho CRM
customized

Zoho WorkDrive

Zoho Cliq

Solution Available in 2 Versions:

FAST

Ready-made, but further customizable by the Client.

1 Hour of Training on customizations included in the Price.

EVOLUTION

With already included a package of further customizations (on Customer Requirements):

Custom Pack

Functional Components of the CRM Sales Force Solution

Companies

What is included in the Companies Module of the Solution we have already customized:

Customer Layout

Supplier Layout

Legal and Operational Headquarters

Billing data according to Italian regulations

Correlations to: Contacts, Vendors, Opportunities, Orders, Activities

Customer Origin Tracking: Campaign, Channel, Vendor

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Contact

What is included in the Contact Form of the Solution we have already customized:

Master Data and Contact Data

Correlations to: Companies, Vendors, Opportunities, Orders, Activities

Tracking Contact Origin: Campaign, Channel, Vendor

Correlation with Tasks, Calls, Meetings, Emails

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Sellers

What is included in the Vendor Module of the Solution we have already customized:

Vendor Master Data

Hierarchy of Sales Groups and Territories

Customer Portfolio and Services

Integration Agenda and Visits

Correlations to: Contacts, Customers, Opportunities, Orders

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Lead

What is included in the Lead Module of the Solution we have already customized:

Contact Information

Marketing Profiling

Lead Origin Tracking: Campaign, Channel, Seller

Lead Conversion to Opportunity, Contact and Company

Dragging Lead Data into Contact, Company, and Opportunity

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Opportunities

What is included in the Opportunity Module of the Solution we have already customized:

Mapping Phases and Advancement

Probability of Closure

Value and Forecast Turnover

Correlations to Companies, Contacts, Vendors, Campaigns

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Products and Services

What is included in the Products and Services Module of the Solution we have already customized:

Product/Service Master Data

List Prices

Applicable Taxes

Connecting with Leads, Opportunities and Orders

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Orders

What is included in the Order Form of the Solution we have already customized:

Customer Company or Customer Contact

Products / Services covered by the Order

Prices by Component and Totals

Billing and Payment Terms

Billing Address and Delivery Address

Seller Commission Calculation

Correlations to Vendors, Campaigns, Opportunities.

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Commissions

What is included in the Commissions Module of the Solution we have already customized:

Reference Vendor

Approved orders

Commissions Accrued

Commission Payment Status

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Visiting Agenda

What is included in the Visiting Agenda of the Solution we have already customized:

Customer and Contact fields in the Visit Form

Type of Visit

Automatic Entry of Visit in Agenda from Client/Contact

Outcomes Visit

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Tasks and Calls

What is included in the Task and Call Modules of the Solution we have already customized:

Customer and Contact fields in the Task / Call tab.

Alert Task and Call

Task Status

Outcome Call

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Report

What is included in the Report Module of the Solution we have already customized:

Opportunities Funnel Report

Volume and Value Orders Report

Visits Report

Customer Consistency Report

Two hours of counseling for Report customization

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Compliance & GDPR

The Solution complies with GDPR and Security Regulatory Compliance by:

Registration Consent Privacy Policy

Opt Out Management

Time management parametric updating of consent data

Mapping and Encryption Personal Data

Access Tracking

Login with 2FA

Audit Log

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CUSTOMERS