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PRODUCTS AND SERVICES

VORTICO: The CRM that integrates

Vortico CRM is capable of organizing activity planning by creating activities in employees' calendars, followed by performance records that convert into customer interaction histories. This way, teams connect at the tactical and operational level, and the strategy can finally be translated into actions that can be monitored and measured.

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Furthermore, Vortico CRM integrates with different types of services, enabling complete action by the customer relationship team: in customer service, planning and execution of marketing actions in different channels, and also in real-time consultation and updating of the Current ERP.

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Contact us and learn more about the integration power of Vortico CRM!

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PRODUTOS

KEY POINTS OF THE VORTICO CRM SUITE

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COLLABORATION MANAGEMENT

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BUSINESS RULES

  • Shared team calendar

  • Audit of overdue schedules

  • Queue of activities waiting for available collaborator

  • Corporate work schedule (tasks and appointments)

  • Integrated knowledge base

  • Agenda load control (number of activities per day)

  • Mapping and modeling internal processes

  • Using forms to capture information

  • Text configuration and standardized responses

  • Configuring business rules and dynamic prerequisites

  • Measuring process efficiency with time calculation per phase

  • Use of prerequisites in activities

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ACCOUNTS AND CONTACTS

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CAMPAIGNS​

  • Classification of contacts according to their purchasing potential

  • Creation and management of service and sales portfolios

  • Classification by purchase potential and RFV (Recency, Frequency and Purchase Value)

  • Registration of customizable characteristics

  • Birthday notification

  • Automatic cleaning of duplicate registrations and data

  • Qualification by demographic, psychographic, behavioral and geographic data

  • Registration of related contacts (employees, family members…)

  • Creating sending lists for reuse in later campaigns

  • Link to service portfolios and departments

  • Creation of web campaigns

  • Editing and managing SMS and email templates

  • Integration with sales funnel (track leads)

  • Sending transactional email marketing (in the activity flow) or by campaigns

  • Sending and managing surveys by email

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SALES

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SECURITY

  • Sales funnel modeling and monitoring

  • Business process modeling

  • Setting up sales goals

  • Customer portfolio management and segmentation

  • Creation of portfolios and sales teams

  • Tracking leads generated by campaigns

  • History of customer interactions

  • Creating users and groups

  • Data change logs

  • Configurable access permissions per field

  • User profiles and associated security policies

  • Configurable access permissions at each stage of the workflow

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AFTER SALES

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SERVICE

  • Predictive scheduling of workshop services

  • Satisfaction survey

  • Invitation and confirmation to carry out the service (email and SMS)

  • Appointment reminder (SMS)

  • Integration with Online Chat and PABX

  • Using service scripts

  • Knowledge base

  • SMS and email templates

  • Portal for opening tickets

  • History of customer interactions

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ANALYSIS

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RESEARCHES

  • Predictive behavior analysis purchase

  • Combined purchasing analysis (cluster)

  • Dashboards for analyzing modeled processes

  • Process reports opened

  • Web-based reports

  • Web forms integrated into the flow

  • Creation of warnings based on customer responses

  • Creation of survey templates

SERVIÇOS

Deployment Process

Pay full attention to people and processes to

ACCOMPLISH

Successful projects and healthy relationships!

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1

PLANNING

Planning Phase

Review of the proposal, presentation of the team, definition of roles and project schedules and definition of analyses.

two

SETUP

Environment and Software Preparation Phase

Configuration of servers and integrations present in the ecosystem.

3

IMPLANTATION

Delivery Phase

Vortico CRM parameterization, experimentation and customer validation. Period of monitoring the operation and construction of the requested analyses.

Want to know more? Contact.
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We are here to help you. Get in touch by phone or email.

Para entender mais sobre as políticas de privacidade dos nossos produtos acesse: vortice.inf.br/politicas

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