Real-time KPI dashboard, algorithm-based prospect scoring, interactive map, quotes in 30 seconds. From prospect to payment, frictionless.
Here are examples of available components. Each solution is modular and adapts to your specific needs.
Centralized dashboard with 6 live KPIs, conversion pipeline with automatic escalation across four levels, and team leaderboard with podium rankings. Your sales director manages the sales force without requesting a single report. Monthly targets with Bronze, Silver, Gold progression.
Automatic cross-reference of three data sources: customer purchase history, compatibility with their installed fleet, and cross-sell potential by category. Each opportunity receives a 0–100 score and revenue potential calculated in euros.
Your geocoded customers on an interactive map color-coded by sales rep. The optimizer calculates the ideal route considering distances and each customer's potential. Save and reuse your route plans.
A sales rep dictates or types a request. The agent parses the text, fuzzy-matches the customer and product references in your ERP, generates a PDF quote, and sends it via email or WhatsApp. Zero re-entry, zero delays.
Each customer accesses their personalized portal: asset fleet with part compatibility, equipment-filtered catalog, order and invoice history. They place orders directly in your ERP without calling sales.
Recommendation engine based on machine compatibility, purchase history, and ongoing promotions. Recommendations are calculated automatically and stay relevant. Average cart size grows naturally.
Automated daily email with previous day's revenue, margin, month-to-date cumulative versus target, and pending quotes list. Color-coded: green if margin exceeds 25%, orange between 15–25%, red below. Readable in 10 seconds on mobile.
Contact management enriched by behavioral analysis. The system predicts each client's needs and recommends the next best action. Complete interaction history, opportunity alerts, automated briefing before every call.
Visual pipeline of every sales opportunity, from first contact to signature. Automatic identification of bottlenecks, revenue forecasting, closing probability per deal. Sales teams know exactly where to focus their effort.
Intelligent follow-up sequences triggered automatically after each interaction. The system chooses the optimal timing, customer's preferred channel, and adapts the message to context. Forgotten deals become opportunities again.