Optimizing operations and experiences

Currently, CRM (Customer Relationship Management) are useful tools for any organization and / or company; as the competition grows, automation and centralization of data become indispensable.

Operating without a CRM slows down growth

The absence of a CRM in companies and organizations, leads to a lack of visibility of their sales funnel, lost opportunities with leads and customers, loss of time and human errors with manual processes.

40%

Of companies that use spreadsheets to manage customers and processes, lose data and/or complete databases₁

50%

Of the time of the sales teams is invested in manual tasks, leaving aside the tracking of opportunities.₂

No

have planning and traceability of projects and opportunities.

No

It has integrations with other platforms.

Your company, your rules:

Configure key CRM to your measure, without license cost.

Key CRM not only organizes and centralizes information, but optimizes processes and automates tasks; in addition to our integration capacity together with flexible configuration, we manage to adapt to the needs of each company of all sizes and industries.

100%

of the investment of companies in protected databases; with restricted access, without permissions to export and/or copy information..₄

80%

of the time of the sales teams is invested in the tracking and closing of opportunities, by using the automation of key CRM.₃

Yes

have planning and traceability of projects and opportunities.

Yes

it has integrations with ERP, SAP, key Events.

Key CRM helps the whole company to work in a more organized and effective way.

SALES

Key modules in key CRM: Accounts, Contacts, Opportunities, Leads, Calendar.

Key activities: Calls, Meetings, Emails, Projects, Cases, Quotes.

  • Lead management with automation of follow-ups, tasks and opportunities to know every step of the sales cycle
  • Customer follow-up with assignment of responsibilities and communication between areas.
  • Integrated invoice with SAP, with access to income per account and opportunity.
  • Time analysis and effectiveness with Key Time Tracker to improve business processes.
  • Advanced configuration of modules to customize sales management.

MARKETING

Key modules in key CRM: Accounts, Contacts, Target List, Leads, Campaigns

Key activities: Mail templates, Mail, Target List, Meetings.

  • Target List with audience segmentation for custom campaigns; with integration to key Events for event management.
  • Email automation and campaign tracking with Email Templates.
  • Measuring the impact of campaigns with Reports.

SUPPORT AND CUSTOMER SERVICE

Key modules in key CRM:

Accounts, Contacts, Cases.

Key activities: Notes, Tasks, Documents, Projects.

  • Integration with Key Time Tracker to measure resolution times.
  • Efficient management of tickets and cases with immediate access to customer history.
  • Configurable customer portal for better case management.

FEATURED INTEGRATIONS WITH KEY CRM

  • SAP: Access financial and billing data directly from the CRM.
  • Key Events: Synchronizes key events for strategic planning.
  • Key Time Tracker: Monitors the time invested in each task to improve efficiency.
  • Email, social networks and external tools for automation and tracking.

Ready to see in action key CRM?

Schedule a free and personalized demo.

Download the CRM key manual

Fully configurable, this is where key CRM makes the difference.

OTHER SOLUTIONS AVAILABLE

Turn any TV into a dynamic digital signage screen.

Manage, measure, and evaluate all your operations.

Simplify and optimize visitor management at facilities.

Source: ₁ Forrester – ₂ McKinsey – ₃ HubSpot – ₄ A company with a team of 10 people, 15 years old, has a database with a value of +5,000,000 mxn. Protect your database with key CRM, assigned roles and permissions, it is not allowed to export data, nor make copies.