What modules does CRMX have?

SOMSIGHT

The automated assessment tool assists customers with drilling down through personalized responses to find the need they want to identify. Enables companies to take an integrated approach to generate, nurture and convert potential leads into customers through campaign automation.

Optimizes the sales pipeline, solves mass information acquisition, and increases lead quality.

SOD

Routing solution for automatic lead naming. Improves sales operations with an intelligent lead naming (SOD) platform for sales workflow.

SOD intelligently appoints/routes accounts, contacts, leads, and opportunities through a CRM-based sales workflow that is fast, easy, flexible, automatic, and highly scalable. Enables mass assignments that can be applied to any industry.

SOD brings transparency, accuracy, and efficiency to your company's sales cycle, driving revenue growth through cycle reduction and automation, ultimately improving your commercial ecosystem.

Solution modules

Automatic designation module (ADM): Dynamic and automated brokerage drives a reseller ecosystem based on multiple fixed criteria.

Disaggregation based on the qualification of critical variables.

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.

Retina

Set of solutions based on analytics.

Propensity analysis

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.

Competitive intelligence

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.

Social listening

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.

Customized reports

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.

Retina funnel

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.

Resellers analysis

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.

Follow-up of bids

It monitors bids automatically through a Power BI control panel in order to participate in them. Additionally, it sends automatic alerts according to specific settings for timely participation and service offerings.

R2R

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.

Speedup

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.