Digital Kit
Customer management
Solution to manage and improve business relationships with customers by implementing Odoo CRM with the main objective of improving the digitization and management of the company.
Customer management solution: Odoo CRM
- This solution includes consulting, licensing, installation, configuration, training, support, and maintenance of:
- Customer management: you will be able to store and consult the data of each of your customers, from their registration as a business opportunity, and simulate the purchase of products or contracting of services.
- Lead Management: You can manually register new leads or import them via a file. The data associated with each lead allows you to manage their sales process with the goal of converting them into customers. Additionally, you can configure business rules for assigning leads based on various criteria.
- Opportunity management: You'll be able to manage all business opportunities that involve sending offers and quotes to potential clients or leads. You can also check the status of each opportunity (under review, offer submitted, under negotiation, won, canceled, etc.).
- Commercial actions or tasks: the tool implemented by the Digitizing Agent of your choice will allow you to create commercial actions and tasks, both manually and automatically.
- Sales reporting, planning, and tracking: You can track your sales using key performance indicators (KPIs), opportunity lists, and other metrics, with varying levels of data aggregation to suit your needs. You can also generate reports to monitor and track your sales activity, including efficiency ratios, sales stage status, pipeline, and other measurable attributes (such as products, quotes, etc.), categorized by channels, profiles, roles, and/or sales stages. These reports can display, at a minimum, monthly, cumulative, and/or comparative data across different sales periods.
Price
1 user
Maximum amount of aid in the customer management category
0 < 3 employees
€2,000 (1 user)
€2,000 (1 user)
3 < 9 employees
€2,000 (1 user)
€2,000 (1 user)
10 < 50 employees
€4,000 (3 users)
€4,000 (3 users)
50 < 100 employees
€10,000 (10 users)
€10,000 (10 users)
100 < 250 employees
€14,000 (15 users)
€14,000 (15 users)
¿Which companies are the aid intended for? a non-refundable sum from the digital kit program?
The digital solutions provided by the Digital Kit are geared towards the needs of Small and medium-sized enterprises, micro-enterprises and self-employed workers, belonging to any sector or type of business. If the beneficiary company meets the conditions established in the terms and conditions of the Digital Kit aid call, it will be able to have a digital voucher to access the digitization solutions.
Check the requirements for beneficiary companies to access the bonuses
- For segments I, II and III, it must be a small business, micro-enterprise or self-employed person in accordance with the definitions in Annex I of Regulation (EU) No 651/2014 (a business employing fewer than 50 people and with an annual turnover or annual balance sheet total not exceeding €10 million)
- Not being in a situation of company in crisis.
- Be up to date with your tax and social security obligations.
- Not to incur any of the prohibitions provided for in the General Subsidies Law.
- Be registered in the census of the State Tax Administration Agency.
- Not to be subject to any outstanding recovery order following a previous decision by the European Commission.
- Do not exceed the minimum aid limit.
- Comply with the financial and effective limits defined by the different calls for proposals.
- To be registered with Acelera Pyme and have a Digital Maturity assessment according to the Digital Diagnostic Test available on the Acelera Pyme platform. (https://acelerapyme.gob.es/kit-digital // Self-diagnosis)
