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CRM FUNCTIONALITIES

Traditionally, CRM (Customer Relationship Management) has been understood as the document that B2B salespeople had to fill in after a visit with the customer. But with digital solutions it can be much more.

CatalogPlayer's platform includes the functions of a mobile CRM. It allows a 360º view of the customer, improved planning and automates the extraction of reports of commercial activity.

Thus, efficiency increases and the sales team's time is optimised. And we want to continue working to improve customer relationship management.

Here you will find the new functionalities focused on facilitating the monitoring and reporting of commercial actions.

New functionalities have been added to the CRM Leads module, for managing deals or opportunities: Groups: to organise opportunities / leads Products: management of offered or ordered products,…

Now, if the Warehouses by group module is activated, in the CRM > Groups section, within the administration panel, we will be able to link those stock warehouses to a group…

In the Calendar module, improvements and new functionalities have been applied for advanced and customised management of different types of schedulable elements, for example: tasks, visits, notes…

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We have recently expanded our mobile CRM solution to make it easier to manage and track your opportunities or potential customers. This is a new premium module that can…

This module allows the sales rep to add customer feedback during the visit through configurable graphic icons in the content of the sales app. Sales reps will be able to indicate…

Functionality to complement the registration / conversion of a prospect to customer and obtain the necessary information signed by the customer in real time. Customise the fields according to…

New module to generate news and/or frequently asked questions linked to the company or its competitors. This module can be used both for training the sales team and to have a…

New manager to generate real-time or scheduled Push notifications to the users of your account. This new manager also allows you to schedule custom alert notifications when a…

This new Challenges module adds new features linked to the sales gamification process in the form of specific «challenges» in which dynamic rules can be defined for the…

We present a new module for managing business opportunities. This module allows: The creation, tracking and closing of direct or indirect opportunities relating to a company The creation,…

The new task management module now allows you to work more extensively, offering options to: Work in list mode, being able to execute quick tasks (calls, quick visits) and…

We present the new customer and prospect management design, renewed and adapted to achieve better navigation in the lists and details of records. Dynamic searches and sorting New…

PRODUCTS

CONTENT HUB

Streamline the sales process with the intelligent management platform for commercial and corporate content.

Connect products, data, customers and orders in a single AI assistant that boosts your sales

ADDITIONAL MODULES

Mobile Sales

Unify products, data and customers in an AI assistant to sell more

Whatsapp Sales

Connect your ERP with your WhatsApp Business Platform.

B2B Extranet

Unify your products and ERP in an AI assistant that helps you sell more.

EXTRA FEATURES