What modules does CRMX have?
Offer designation module (BDM): Intelligent bidding solution for opportunity routing based on multi-criteria bidding, without human intervention in the process, transparently selecting the best option.
Set of solutions based on analytics.
Qualification methodology for the search for more attractive opportunities. This service allows rating each account in the requested database according to the client's needs in order to determine the acquisition potential of the product or service that is part of the commercial team's campaign and is developed by Echez DBD.
This service consists of automatic and intelligent monitoring of the competition (customers, suppliers, substitutes) to establish improvement actions based on the analyzed data, delivered through a Business Intelligence BI analytics report.
This digital service is developed by tracking the publications in social networks, such as LinkedIn, Facebook, and Youtube, of some companies (customers, competitors, or others) to analyze the interaction with their audience; this information is delivered to the client as a Business Intelligence BI analytics report.
Web data extraction and telephone validation
It is mainly used to extract databases automatically from any directory or web portal. Phone validation is an automatic dialer that checks if the phone number works in order to find a more efficient contact and avoid reprocessing by optimizing resources.
This service is based on the construction of reports in Power BI with one or multiple data sources in order to add value to the insight procurement for companies' decision-making, according to their needs.
This report is a CRM extensionused to visualize the sales funnel in a more user-friendly manner and facilitate campaign follow-up. Daily data extraction is performed, and the dynamic information is updated in Power BI.
It is a program that allows us to analyze the performance of resellers on different e-commerce sites so that our customers can make decisions about their distribution strategy and relationship management with their business partners.
Solution for automatic revenue recognition: A web application allows the reconciliation between CRM lead information and periodic billing information for revenue recognition according to different business parameters established with the different channels.
Solution for the efficiency of the cleaning process, massive and automatic inclusion and exclusion of data according to the client’s needs, taking into consideration the accounts they already have in development with other commercial channels and the ones they would like to have included in a specific campaign.