Marketing and Business Intelligence

Digital Kit Tab – Customer Management CRM

Contents
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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

manage clients

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)
Advanced Internet Presence 12 2000€ 2000€
2000€
Marketplace 12 2000€ 2000€
2000€
More options to invest Digital Kit
Customer Management, CRM
Internet presence
Social Networks Management
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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

OUR CUSTOMERS THINK

Beatriz Saavedra Santos
Beatriz Saavedra Santos
23. May, 2024.
Unbeatable team, absolute availability, service of 10. They have done the impossible in record time. Thanks for everything.
Walter Bulnes
Walter Bulnes
8. May, 2024.
It is a pleasure to greet you, we are a Chuck E. Cheese franchisee for Honduras, we had the opportunity to develop the Plan SEO with Millennials which has been very favorable, on our part we are very grateful and satisfied with the work done by the consultants who provided us with support (Álvaro Poveda/Enrique Monzó), very professional, very assertive, I can recommend them to potential clients who want this support.
Daniel Suarez
Daniel Suarez
17. April, 2024.
We have collaborated with Millennials Consulting for the implementation of CRM and other Zoho modules. The experience has been very positive, highlighting his professionalism and knowledge. The team of Millennials was well suited to our needs, ensuring a smooth and efficient integration. Additionally, they assisted us with the process of obtaining Digital Kit grants, which we greatly appreciated. I recommend to Millennials Consulting to those who need to implement Zoho solutions effectively.
Retirement Group
Retirement Group
17. April, 2024.
We have worked very well with them. Very good project organization and availability. Our consultant CRM José Iñesta has always guided and advised us very accurately. Totally recommended
Zine Hospitality
Zine Hospitality
22. March, 2024.
José showed a deep knowledge of the CRM and a great ability to adapt it to our specific needs. He effectively guided us through the implementation of bluePrints, workflows and fields in different modules, providing us with useful solutions and advice for our business. Thank you for your patience and dedication!

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DIGITALIZE YOUR COMPANY

CRM

We manage your business processes through software Zoho CRM for Business, which has an "all in 1" suite to manage your entire company, more than 40 tools interconnected with each other to better reach your business strategy.

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It is not just being on the internet, your customers must find you through search engines. In Millennials Consulting We manage strategies positioning SEO so that your potential customers reach you first before your competition.

The website is the main letter of introduction of your business on the internet. "If you're not on the internet, you don't exist." A web design that communicates and reach your users will make the difference between your users and competitors by increasing your web traffic.

La digital strategies they are growing and we must be on the sidelines of this progress, that is why we connect tools that help to meet objectives.

We apply strategies Business Intelligence analyzing business data. We use the most sophisticated tools in the treatment and analysis of business data.

The connectivity of digital tools is one of our main pieces of digitization, using our alliances with partnerdigital s.

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