Digital Kit Customer Management

The main objective of this category is to digitise and optimise the management of commercial relationships with your customers.

Up to €14,000

Features and services

• Customer management: you will be able to store and consult the data of each of your customers, from their registration as a business opportunity, and simulate the purchase of products or contracting of services.
• Prospect management (Leads): you will be able to register new Leads manually or by importing a file. The data associated with the Leads will enable their commercial management with the aim of converting them into customers. In addition, you will be able to configure business rules for assigning Leads according to different criteria.
• Opportunity management: you will have the possibility to manage all business opportunities that involve sending offers and quotations to the prospect or Lead. In addition, you will be able to check the status of each opportunity (under analysis, offer submitted, under negotiation, won, cancelled, etc.).
• Commercial actions or tasks: the tool implemented by the Digitising Agent of your choice will allow you to create commercial actions and tasks, both manually and automatically.
• Reporting, planning and sales tracking: you will be able to track using indicators (KPIs), opportunity lists, and others, with different levels of information aggregation depending on your needs. You will also be able to generate reports to track and monitor your sales activity, including efficiency ratios, phase status, pipeline and other measurable attributes (such as products, quotations, etc.), and according to sales channels, profiles, roles and/or phases. These reports will be able to show, at a minimum, monthly data, cumulative data and/or comparisons between different financial years.
• Alerts: you will be able to view Customer Alerts in a graphical format of different types (icons, pop-up messages, etc.).
• Document management: the solution will include software for the centralised management of documentation, capable of inserting and/or linking documents related to your sales activity, as well as those provided by the customers themselves.
• Responsive design: you will have a functional interface on all types of devices.
• Integration with multiple platforms: you will have APIs or Web Services to consolidate information and data across your entire company.

Steps to access the Digital Kit grants

To apply for and benefit from the grants offered by the Digital Kit programme, interested companies and self-employed professionals must follow these steps:

1. Register on the Acelera PyME website

2. Take an initial diagnostic test to check your “Digital maturity level”.

3. Once the test has been completed, you will be able to browse the catalogue and choose the digital solutions and the Digitising Agent, i.e., the company that provides that solution. You can choose as many digital solutions as you need, but only one solution per category. You are not required to use the full amount of the voucher received.

4. Apply for the Digital Kit grant through Red.es by completing the form.

And once the grant has been received, companies and self-employed professionals will be able to implement technological improvements to digitise their business.