Functionalities and services

This solution includes a number of hours for 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: 40 hours of parameterization (Between 10 and less than 50 employees)
• ◾ Segment II: 30 hours of parameterization (Between 3 and less than 10 employees)
• ◾ Segment III: 30 hours of parameterization (Less than 3 employees)

This process is essential for the subsequent implementation and deployment of the digitalization solution that will provide, at a minimum, the functionalities and services detailed below:

• 1

  Customer management

  The solution must store and allow the consultation of data of each client from their registration as a business opportunity and the simulation of product purchase or contracting of services.

  2

  Management of potential customers (Leads)

  The solution must allow new Leads to be registered manually or through file import. The data associated with the Leads must allow their commercial management in order to convert them into clients. The solution will include the functionality of parameterizing business rules for the assignment of Leads according to different criteria.

  3

  Opportunity management

  The solution must manage all business opportunities that involve sending offers and budgets to the potential client or Lead. In addition, the solution will contemplate the status of each opportunity (in analysis, offer presented, in negotiation, won, canceled, etc.).

  4

  Commercial actions or tasks

  The solution must offer the possibility of creating actions and tasks commercial, both manually and automatically.

  5

  Reporting, planning and commercial follow-up

  The solution must offer tracking solutions through indicators (KPI's), pipeline and others, with different levels of information aggregation in function of the user profile of the solution. It must be able to generate reports for the monitoring and monitoring of commercial activity, contemplating ratios of efficiency, phase status, pipeline and other measurable attributes (such as products, quotes, etc.), and according to the channels, profiles, roles and/or commercial phases. These reports may show, at least, monthly, accumulated and/or comparative data between different commercial years.

  6

  Alerts

  The solution must allow viewing Customer Alerts in graphic format of different types (icons, pop-up messages, etc.).

  7

  Document management

  The solution must include software for the centralized management of documentation, capable of inserting and/or linking documents related to the activity commercial, as well as those provided by the clients themselves.

  8

  Responsive Design

  The solution interface must be responsive, that is, it must adapt to be functional on all types of devices.

  9

  Integration with various platforms

  Availability of APIs or Web Services for the consolidation of the information and data of the entire company.