Digital Kit
Customer management
+ AI
Solution to manage and improve business relationships with customers by implementing Odoo CRM equipped with artificial intelligence with the main objective of improving the digitization and management of the company.
Odoo CRM customer management solution integrated with AI
- 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.
Associated AI component specifications
- Predictive Lead Scoring: The tool should use artificial intelligence to evaluate historical sales data and customer behavior in order to predict and highlight the most promising opportunities.
- Meeting and task automation: the tool should automate the process of scheduling appointments with clients as well as facilitate coordination between internal teams and clients.
- Automation of "sales journeys": Artificial intelligence will need to automate tasks such as managing tasks and sales opportunities; classifying emails and their automatic response; updating records and assigning tasks to the sales network.
- Integration with the Customer Management platform: availability of APIs or Web Services for the consolidation of information and data.
- Data, privacy and security: existing commitments are respected, including GDPR and data limits stipulated in the EC.
- Suppliers will ensure that AI systems intended to interact directly with individuals are designed in such a way that these individuals know they are interacting with an AI system.
- All suppliers must provide technical documentation, instructions for use, and comply with the Copyright Directive.
- Training in generative AI fundamentals in customer management: training to prepare employees on the functionalities described above, which will include:
- Basic principles: approach to current regulations and related ethical and security risks.
- Specific training in: predictive management of current, potential (leads) clients and opportunities, meeting automation, sales journey tasks (email classification, automatic response, record updates and task assignment to the sales network), chatbots (FAQs), intelligent document management.
- Duration: the training sessions will have a total duration of 20 hours over two months for each of the users defined by segment.
- Human instructor: In both face-to-face and online formats, training will be delivered by a human instructor available to users. Completion diploma: A certificate of acquired AI skills in the field of customer management will be awarded upon completion of the training.
- Certificate of Completion: A certificate of acquired AI skills in the field of customer management will be awarded upon completion of the training.
Price
10 users
15 users
Maximum amount of aid in the customer management + AI category
0 < 3 employees
€250/user (up to 2 users)
€250/user (up to 2 users)
3 < 9 employees
€250/user (up to 9 users)
€250/user (up to 9 users)
10 < 50 employees
€250/user (up to 48 users)
€250/user (up to 48 users)
50 < 100 employees
€250/user (up to 99 users)
€250/user (up to 99 users)
100 < 250 employees
€250/user (up to 116 users)
€250/user (up to 116 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)
