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Kit Digital

Kit Digital customer management: a CRM that fits

Bring contacts, opportunities and sales follow-up together in a CRM we know inside out, because we built it: Stratya®.

Get a quote → We are an accredited digitalisation agent

A Kit Digital CRM so no sale slips away

How many opportunities do you lose because nobody followed them up in time? The customer management category of Kit Digital Spain is for implementing a CRM: a tool that brings together everything about your customers and prospects and reminds you what needs doing.

As an approved digitalisation agent in Barcelona and Vic, we implement it with Stratya®, the CRM and ERP developed by OnClick. We configure it around your sales stages, your customer types and the way you work.

What the customer management solution includes

We cover the features the programme requires for a CRM:

  • Customer and contact management, with the full history on a single record.
  • Opportunity and lead management, with stage and probability.
  • Sales activities and tasks: calls, visits, emails and reminders.
  • Alerts so no follow-up is left hanging.
  • Reports and dashboards to see how sales activity is going.
  • Workflows adapted to your sales process.
  • Mobile and cloud access, including when you are out of the office.

How we roll out your CRM

  1. 01

    Sales map

    We map out a customer’s journey with you: where they come from, what steps they go through and who handles each one.

  2. 02

    Configuration

    We adapt Stratya® records, stages, fields and permissions to that journey.

  3. 03

    Import

    We bring in your contacts from spreadsheets, email or your previous software.

  4. 04

    Training

    We train the sales team and review usage over the first few weeks to fine-tune anything that needs it.

Who this solution is for

It is especially useful if you have a sales team, if you sell to other businesses with long sales cycles, or if your customer base is scattered across email, phones and several spreadsheets.

A CRM pays off even more when you connect it to process management, so you can go from opportunity to quote to invoice without re-keying data, and to Business Intelligence to analyse your sales.

Frequently asked questions

What is a CRM and what is it for?
It is a tool for managing your relationships with customers: contacts, opportunities, tasks and sales follow-up, all in one place and shared with your team.

How much does Kit Digital cover for a CRM?
It depends on your company segment and the current call. Ask us and we will confirm the current conditions.

Can I use the CRM on my phone?
Yes. Stratya® runs in the cloud and adapts to phones and tablets – ideal for sales reps who spend the day on the road.

Can I import my existing contacts?
Yes. We import your contacts from Excel, CSV or the software you use now, and check for duplicates before loading them.

How many users can I have?
The number of users included depends on the conditions of the solution you take up. We set it out in the proposal and you can add more whenever you want.

You may also be interested in

01

CRM and ERP

Stratya®, our modular CRM and ERP: sales, accounting, logistics and maintenance in a single program.

See service → 02

Business Intelligence and analytics

Data integration, storage and visual dashboards to analyse sales, customers and operations and make data-driven decisions.

See service → 03

Custom software

Management applications built from scratch around your processes: flexible, integrated and supported for the long term.

See service →

Let's talk about your project

Tell us what you need and we'll get back to you within 24 business hours, no strings attached.

Get a quote → +34 938 834 340
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