Contents
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
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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 |
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