elastic business CRM


Commercial management

elastic business CRM allows companies to connect their business strategies with the sales force, internal or external, providing them with multichannel, programmable applications to optimize their working time and customer satisfaction.

Optimize the sales system of a company in order to make the most of their resources, identify sales opportunities and manage the tasks aimed at converting a lead into a client. To do this, one should manage a database of contacts and accounts with all the necessary information and analyze this information in order to take appropriate decisions.

elastic business CRM facilitates the development and the monitoring of marketing campaigns, while controling the employed economic resources and profitability. On the other hand, it allows the segmentation of accounts and contacts in order to define similar actions directed to homogeneous groups, and to include product catalogs which facilitate the process of the identification of customer needs.

This solution is adapted to the different needs of each company, modifying the flows tasks performed during the processes of business management; besides being interoperable with multiple systems and external applications, which allows for mobile working, among other advantages.


elastic business CRM features

  1. Online account management, contacts and opportunities
    • Online access through mobile application.
    • Commercial agenda: managing the data of accounts and contacts.
    • Customer management, potential suppliers and additional information.
    • Tracking the entire pre-sale relationship, from the generation of the lead to closing the first deal.
    • Possibility of segmentation of accounts and contacts.
    • Management and control of opportunities: total predicted amount and probable date of decision, weighted amount based on the probability of success of the opportunity.
    • Breakdown of amounts based on items or pseudo items.
    • Creation of budgets and orders.
  2. Management of campaigns and events
    • Control of profitability of campaigns and previous events based on the definition of targets.
    • Possibility of sending information in massive quantities to customers, suppliers and contacts by using templates.
    • Management of tasks and opportunities for all campaigns and events.
  3. Control of revenue forecasts
    • Management and control of expenses and income.
    • Estimated cash flow based on weighted expenses and income, prorated over time.
    • Correction of expected of income and expenses by using estimation curves.
  4. Management of tasks
    • Control and management of tasks: calls, visits, etc.
    • Sending reminders to perform tasks.
    • Control of management tasks and control of opportunities.
    • Control of the forecast of expenses and income.