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