Kit Digital Customer Management
El Kit Digital Customer Management is an aid that is part of the program Kit Digital where you can access a grant for the digitalization of customer management and CRM.
Category, Objective and Amount
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)
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Execution percentages
First Phase: 70%
Second Phase: 30%
prestigious
From €2000 to €12.000
Kit Digital Customer Management CRM
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 the display of Customer Alerts 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
Maximum ranges per segment Kit Digital
| Segment I. Small businesses with between 10 and less than 50 employees | Segment II. Small businesses or Micro-businesses with between 3 and less than 10 employees | Segment III. Small companies or Micro-companies with between 0 and less than 3 employees and people in a situation of self-employment | Segment IV. Medium-sized companies with between 50 and less than 100 employees | Segment V. Medium companies with between 100 and less than 250 employees |
|---|---|---|---|---|
|
12.000 € |
6.000 € |
3.000 € |
25.000 € |
29.000 € |
Segments and amounts of aid Kit Digital
| Digitization Solutions Categories | Months of service provision | Aid by segment for the categories of Digitalization solutions | Aid by segment for the categories of Digitalization solutions | Aid by segment for the categories of Digitalization solutions | Aid by segment for the categories of Digitalization solutions | Aid by segment for the categories of Digitalization solutions | |
|---|---|---|---|---|---|---|---|
|
|
|
Segment V 100 ≤ 250 employees |
Segment IV 50 ≤ 100 employees |
Segment III 0 < 3 employees |
Segment II 3 < 10 employees |
Segment I 10 < 50 employees |
|
|
Website and basic presence on the internet (Exclusive for segments I, II and III) |
12 |
|
|
2.000 € |
2.000 € |
2.000 € |
|
|
Ecommerce |
12 |
5.000 € |
5.000 € |
2.000 € |
2.000 € |
2.000 € |
|
|
Management of social networks |
12 |
5.000 € |
5.000 € |
2.000 € |
2.500 € |
2.500 € |
|
|
Customer Management |
12 |
14.000 € |
10.000 € |
2.000 € |
2.000 € |
4.000 € |
|
|
Business Intelligence and Analytics |
12 |
8.000 € |
7.000 € |
1.500 € |
2.000 € |
4.000 € |
|
|
Virtual office tools and services |
12 |
€250/user (up to 116 users) |
€250/user (up to 99 users) |
€250/user (up to 2 users) |
€250/user (up to 9 users) |
€250/user (up to 48 users) |
|
|
Process management |
12 |
€18.000 (includes 25 users) |
€15.000 (includes 20 users) |
€2.000 (includes 1 user) |
€3.000 (includes 3 users) |
€6.000 (includes 10 users) |
|
|
Billing management and electronic invoice |
12 |
€3.000 (includes 6 users) |
€3.000 (includes 6 users) |
€1.000 (includes 1 user) |
€2.000 (includes 3 users) |
€2.000 (includes 3 users) |
|
|
secure communications |
12 |
€125/user (up to 232 users) |
€125/user (up to 99 users) |
€125/user (up to 2 users) |
€125/user (up to 9 users) |
€125/user (up to 48 users) |
|
|
Cybersecurity |
12 |
€125/user (up to 232 devices) |
€125/user (up to 99 devices) |
€125/user (up to 2 devices) |
€125/user (up to 9 devices) |
€125/user (up to 48 devices) |
|
|
Advanced presence on the internet (Excluded from the first call) |
12 |
5.000 € |
5.000 € |
2.000 € |
2.000 € |
2.000 € |
|
|
Marketplace (Excluded from the first call. Exclusive for segments I, II and III) |
12 |
|
|
2.000 €
|
2.000 €
|
2.000 €
|
|
|
Managed Cybersecurity Service (Exclusive for segments IV and V) |
12 |
€200/device (up to 145 devices) |
€200/device (up to 99 devices) |
|
|
|
|
|
Customer management with associated AI (Exclusive for segments IV and V) |
12 |
€24.000 (includes 15 users and a minimum of training 5 of them in associated AI) |
€18.000 (includes 10 users and a minimum of training 3 of them in associated AI) |
|
|
|
|
|
Business Intelligence and Analytics and associated AI (Exclusive for segments IV and V) |
12 |
€9.000 (includes 15 users and a minimum of training 5 of them in associated AI) |
€8.000 (includes 10 users and a minimum of training 3 of them in associated AI) |
|
|
|
|
|
Process management with associated AI (Exclusive for segments IV and V) |
12 |
€19.000 (includes 25 users and a minimum of training 5 of them in associated AI) |
€16.000 (includes 20 users and a minimum of training 3 of them in associated AI) |
|
|
|
|
|
Safe workplace (Exclusive for segment III) |
12 |
|
|
€1.000 (includes 1 device) |
|
|
More options to invest Kit Digital
Customer Management, CRM
Internet presence
Do you want to improve customer management with the bonus Kit Digital?
The Government of Spain will launch in February a bond called Kit digital, 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 Kit digital for customer management with a CRM.
More information about the Accelera SMEs Plan Kit digital 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.
Kit Digital Accelerate SMEs 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 partner Zoho official CRM, One CRM most powerful currently, this program serves both small and medium and large companies.
With Kit digital to 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 Kit Digital 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 Kit Digital 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
