Consultancy | Meets CRM
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Consultancy

Consultancy proposal for the implementation of the Meets CRM system, with a multichannel support center.

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  • Have a better understanding of the needs of the leads;
  • Mapping of ongoing actions through funnels:
  • Increase in sales, reduction in the closing time of negotiations.
  • Mapping the origin of leads, automatic performance analysis of the ;
  • Greater clarity in decisions with the use of clear and easily generated reports;
  • Automation of reminders, client classification, and identification by custom tags;
  • Accelerate access to the advantages of the CRM and Multichannel Support Center of the Meets System;
  • Simple centralization of information received via WhatsApp, emails, social media, and chat;
  • Stages and task control;

Consultoria.descricao

To accelerate the use of the Meets solution, simultaneous hiring of onboarding and implementation is possible.

In this model, our teams in business pedagogy, support, marketing, and sales will conduct diagnostic meetings and co-create processes in a quantity suitable to mutual needs, without including these hours in the cost, and execute the following actions:

  • Account settings;
  • Registration settings;
  • Import of clients received via Excel;
  • Inclusion of users;
  • Product registration;
  • Tag registration;
  • Registration of reasons for loss;
  • Registration of origins;
  • Settings for approved integrations in contracting;
  • Settings for approved integrations in contracting;
  • Co-creation of up to three funnels;
  • Co-creation of the stages of the funnels;
  • Co-creation of the triggers of the funnels;
  • Settings for the models;
  • Settings for triggers;
  • Co-creation of tag;