Category, Objective and Amount
This aid is part of the Digital Kit program, you can find more information about the subsidy by doing click here.
Digitizing Solution Category: Customer Management
Objective: Digitize and optimize the management of commercial relationships with customers.
Aid amount:
Segment III 0 < 3 employees €2000 (1 user)
Segment II 3 < 9 employees €2000 (1 user)
Segment I 10 < 50 employees €4000 (3 users)
Execution percentages
First Phase: 70%
Second Phase: 30%
prestigious
From €2000 to €12.000
Digital Customer Management Kit
Segments and processes
This solution includes a number of hours dedicated to parameterization for the definition of the particularities of the marketing processes, as well as for data loading.
These hours are determined, for each of the business segments defined in Article 8.2, as follows:
- Segment I (10-less than 50 employees): 40 hours of parameterization.
- Segments II (3-less than 10 employees) and III (0-less than 3 employees): 30 hours of parameterization.
This process is essential for the subsequent implementation and deployment of the digitization solution that will provide, at a minimum, the functionalities and services detailed below
Minimum functionalities and services
- Customer Management: the solution must store and allow the consultation of data of each client from its registration as a business opportunity and the simulation of the purchase of products or contracting of services.
- Management of potential customers (Leads): the solution must allow new Leads to be registered manually or by importing by file. The data associated with the Leads must allow their commercial management with the aim of converting them into customers. The solution will include the functionality of parameterization of business rules for the assignment of Leads according to different criteria.
- Opportunity Management: The solution must manage all the business opportunities that involve sending offers and budgets to the potential client or Lead. In addition, the solution will consider the status of each opportunity (under analysis, offer submitted, under negotiation, won, cancelled, etc.).
- Commercial actions or tasks: The solution should offer the ability to create business actions and tasks, both manually and automatically.
- Reporting, planning and commercial monitoring: the solution must offer monitoring solutions through indicators (KPI's), pipeline and others, with different levels of information aggregation based on the profile of the solution user. It must be able to generate reports for the follow-up and monitoring of commercial activity, contemplating efficiency ratios, phase status, pipeline and other measurable attributes (such as products, prices, etc.)
According to the channels, profiles, OFFICIAL STATE GAZETTE No. 313 Thursday, December 30, 2021 Sec. III. Page 167656 cve: BOE-A-2021-21873 Verifiable at https://www.boe.es roles and/or commercial phases. These reports may show, at least, monthly, accumulated and/or comparative data between different business years.
- Alerts: the solution must allow Customer Alerts to be displayed in graphic format of different types (icons, pop-up messages, etc.).
- Document managementl: The solution must include software for centralized documentation management, capable of inserting and/or linking documents both related to commercial activity and those provided by the clients themselves.
- Responsive Design: the interface of the solution must be responsive, that is, it must be adapted to be functional on all types of devices. – Integration with various platforms: availability of APIs or Web Services for the consolidation of information and data from the entire company.
Table of amounts by category of Digitization Solutions
Digitization Solutions Categories | Months of service provision | Grants per segment for the categories of Digitization solutions | ||
---|---|---|---|---|
Segment III 0 < 3 employees |
Segment II 3 < 10 employees |
Segment I 10 < 50 employees |
||
Website and Internet Presence | 12 | 2.000 € | 2.000 € | 2.000 € |
e-Commerce | 12 | 2.000 € | 2.000 € | 2.000 € |
Social Networks Management | 12 | 2.000 € | 2.500 € | 2.500 € |
Customer Management | 12 | 2.000 € (includes 1 user) |
2.000 € (includes 1 user) |
4.000 € (includes 3 users) |
Business Intelligence and Analytics | 12 | 1.500 € (includes 1 user) |
2.000 € (includes 1 user) |
4.000 € (includes 3 users) |
Process management | 12 | 2.000 € (includes 1 user) |
3.000 € (includes 3 users) |
6.000 € (includes 10 users) |
Electronic bill | 12 | 1.000 € (includes 1 user) |
2.000 € (includes 3 users) |
2.000 € (includes 3 users) |
Virtual Office Services and Tools | 12 | 250 € / user (up to 2 users) |
250 € / user (up to 9 users) |
250 € / user (up to 48 users) |
Secure Communications | 12 | 125 € / user (up to 2 users) |
125 € / user (up to 9 users) |
125 € / user (up to 48 users) |
Cybersecurity | 12 | 125 € / device (up to 2 devices) |
€125/device (up to 9 devices) |
125 € / device (up to 48 devices) |
Advanced Internet Presence | 12 | 2000€ | 2000€ |
2000€ |
Marketplace | 12 | 2000€ | 2000€ |
2000€ |
More options to invest Digital Kit
Customer Management, CRM
Internet presence
Do you want to improve customer management with the Digital Kit bonus?
The Government of Spain will launch in February a bond called digital-kit, an aid and subsidy plan launched from the Acelera Pyme program, an economic aid body.
The purpose of these grants is to subsidize digital implementation campaigns in SMEs and freelancers, from the creation of websites, SEO and digitization of internal and external business processes with customers, encouraging the use of the voucher Digital kit for customer management with a CRM.
More information about the Acelera Pymes Digital Kit Plan In this post we explain their areas of application and the amount of help that the different digitization solutions opt for.
With this grant you can pay for the implementation of a CRM or ERP in your company to digitize and improve your company's business processes.
Accelerate SME Digital Kit for customer management with CRM
Un CRM is a management software that allows you to obtain data from your customers and employed digitally to increase productivity.
in millennia Consulting as partner Zoho official CRM, One CRM most powerful currently, this program serves both small and medium and large companies.
With digital kit for CRM you can get a tool to manage different tasks in the cloud, you can manage and automate different processes of your company that will save money and time.
Why invest Digital Kit in Zoho CRM?
En Millennials Consulting We have a team of experts in CRM focused on knowing your company and understanding your needs to apply the tailored program.
Zoho CRM It is a very complete software with an intuitive and easy interface, from the terminologies it uses to its configuration, it is done very clearly.
Investing Digital Kit in a CRM You can opt for these and many more improvements for your business:
- Generate customer lists and access all the information of these
- Understand in a simple way the needs and trends that our customers follow
- It allows us to easily segment our customers
- Make it easy to close sales
- Improve our business processes
- Manage communication with customers
- It will allow us to study in an agile way the state of our business