Turn your Business into an Extremely Effective Machine for Acquiring and Retaining Customers
Implementing CRM software helps automate and accelerate all processes related to customer relationship management, from prospecting to commercial approach, post-sales service, and management follow-up.
We have the technology you need to enjoy a wide range of interdepartmental functionalities to centralize operations, analysis, collaboration, and strategy in a single software, encompassing the entire organization.
More than CRM, We Help Implement Business Processes that Deliver Results
Access a range of essential functionalities to ensure efficiency in the processes identified as the most profitable for your business, throughout the customer relationship.
Our consultants will support you to ensure a CRM solution 100% tailored to your organization, guaranteeing it won’t be a tool left unused or poorly utilized by the team.
Our CRMs:
ToBeFlow CRM.
Sales Team
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- Creation and management of sales processes.
- Recording of activities performed, including client visits.
- History of all actions taken and documents/emails related to each process.
- Visualization of personal business pipeline.
- Automatic notifications of new processes, pending processes, and tasks to be completed.
- Shared agenda synchronized with Outlook and Gmail.
- Available email templates.
- Access to shared document library.
Sales Managers
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- Dashboards of sales team activity and performance.
- Dashboards of the sales funnel status (business pipeline).
- Detailed and segmented consultation of sales processes.
- Global or segmented analysis of information (by business units, teams, salespeople).
- Creation and monitoring of sales frameworks for each type of process.
- Creation of tasks and notifications for the sales team.
Directors / CEO
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- Dashboards of sales activity and volume of sales made.
- Dashboards of the sales funnel status (business pipeline).
- Dashboards for tracking the organization’s sales objectives (monthly, quarterly, annual, etc.).
- Global or segmented analysis of information (by business units, teams, salespeople).
- Medium/long-term sales projection.
Marketing
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- Integration with website, automation tools, and email marketing for automatic generation of sales processes.
- Advanced segmentation of contacts and processes.
- Visualization of the sales funnel status and sales performance (conversion rate).
- Traceability of generated opportunities to assess the ROI of each action.
- Automatic notifications.
- Creation of tasks and notifications for the sales team.
- Document library for sharing marketing and corporate content.
Customer Support
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- Ticket management system.
- Integration with website and email for automatic creation of support tickets.
- Automatic notifications of new tickets, pending tickets, and tasks to be completed.
- Recording of activities performed.
- History of all actions taken with each client and in each specific support request.
- Available email templates.
- Shared agenda synchronized with Outlook and Gmail.
- Dashboards with information on customer support activity.
Over 3,000 Clients in the Iberian Peninsula
Create Automated and Efficient Customer Journeys with a Tailored CRM Strategy
A CRM strategy involves defining the various pre- and post-sales processes necessary for a company to manage the entire cycle of relationships with current and potential clients.
For everything to work, it’s necessary to understand the customer journey, identify the processes that best suit each stage, find compatible technology, and align the entire operation with the sales, marketing, and customer support departments.
The goal is to set up a scalable system, bringing more and more people into the flow with the ability to convert these contacts into loyal customers!
Shall We Implement the Ideal CRM in your Company?
Ready to manage all stages of the customer relationship more simply, agilely, and efficiently?
As a modular, customizable, and scalable solution as companies evolve in complexity, ToBeFlow CRM adapts to the reality and market sector of each client, allowing for a tailored implementation whose return can be measured over time.
Agile Management of Opportunities
Through a CRM capable of recording sales opportunities (SOs) in the system as soon as they are generated, regardless of the source, you will be faster in the commercial approach and increase the likelihood of closing deals.
On the Spot
Updated in real-time, the CRM allows teams to keep the status of leads up to date, facilitating the tracking of opportunities and quicker action by the teams.
Interaction History
A CRM centralizes the recording of contacts and interactions with the client over time, allowing teams to better understand their needs and personalize commercial approaches.
Priority Alignment
Define specific criteria that allow you to more easily identify in the CRM which opportunities are closest to closing a deal, directing commercial efforts towards these leads.
Automations that Give You more Time and Efficiency
Through its automations, CRM software helps organize and plan tasks simply and intuitively, freeing sales teams from the time needed to manage each lead individually.
More Value Delivered
Automate repetitive tasks such as sending follow-up emails, scheduling meetings, or creating proposals and gain time for activities that bring more value to your leads and clients.
Organized Pipeline
Gain clearer visibility over the organization of the sales pipeline, easily identifying which stage each lead is in and acting more quickly whenever there is an obstacle in the process.
Better Decision-Making
Produce reports using advanced analysis tools that allow you to evaluate the performance of sales teams, identify trends, and make strategic decisions based on business data.
More Productive Sales and Customer Support Teams
Thanks to the centralization and simplified access to information, CRM allows you to quickly identify business opportunities and where they are in the sales funnel, maximizing the efforts of the sales team.
Goodbye to Dispersed Information
Say goodbye to Excel sheets for managing sales activity. On a single platform, you can record completed tasks, have a clear view of opportunities, update their status, and share this information with the entire team in real-time.
Agility and Integration
ToBeFlow CRM integrates with leading marketing tools and management software (ERPs) to automate processes and create the technological ecosystem necessary to reach your organization’s maximum potential.
Quick and Effective Support
Take advantage of a ticket system where you can manage all customer support activities simply, agilely, and centrally, with access to the interaction history with each entity to always communicate in a personalized way.
Looking for the Right IT Partner to Support You in CRM Implementation and Evolution?
We are CRM specialists and want to help you increase sales, improve relationships and proximity with clients, and provide excellent support.
Contact us for a personalized demonstration and discover the potential of CRM and our ToBeFlow solution to transform your business.
Talk to Us
Fill out the form below to request a consulting meeting, see a demonstration, or request a proposal. Count on a team of specialized consultants to assist you.
Frequently Asked Questions
O que é Customer Relationship Management (CRM)?
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Os CRM (Customer Relationship Management) são sistemas e ferramentas tecnológicas cujo objetivo é automatizar e simplificar todas as tarefas relacionadas com a Gestão da Relação com o Cliente.
Ao centralizar toda a informação e histórico de contactos, um CRM como o ToBeFlow transforma potenciais clientes em negócios e ajuda a fidelizar os clientes atuais através de funcionalidades como:
- Análise ao pipeline e objetivos de vendas;
- Gestão simplificada do ciclo de vendas e OPVs (Oportunidades de Venda);
- Gestão de leads e processos comerciais;
- Integrações e tracking de campanhas;
- Criação de propostas;
- Acompanhamento da carteira de negócios;
- Assertividade nas cobranças.
Quais são as vantagens de um CRM?
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A implementação de um software de CRM pode trazer várias vantagens a nível da gestão dos seus contactos – sejam estes leads (oportunidades) ou já clientes da empresa.
Alguns dos benefícios incluem:
- Visão 360º das interações com os seus clientes e das oportunidades de negócio;
- Simplificar e agilizar a gestão da informação e a identificação de oportunidades;
- Acelerar a criação e gestão de propostas comerciais;
- Aumentar a probabilidade de concretização de negócios;
- Maior controlo da carteira de clientes;
- Aumentar a produtividade da equipa comercial.
