Digitize Prospect and Customers knowledge and map B2B relationships

Business CRM

Business Customer Relationship Management is the Risorsa module designed for the digitization of knowledge of the Prospect and Customers portfolio, the analysis of the sales funneling process and the mapping of business relationships.

The tool collects and sorts the data of the Companies, Assets, Contacts and the respective personal information essential for the management of commercial activities in a single application accessible to profiled users.

It is possible to enrich the database with any type of attribute useful for the segmentation and profiling of Prospects and Customers, configuring this information according to business objectives.

The chronological tracking of actions and tags and the integration of data from the Risorsa platform makes it possible to collect the history and correlates the activities carried out, making the CRM a precious asset of shared knowledge and the sales and relationship management tool of business.

Distinguishing features

Management of Companies, People and Asset master data

Collection of custom attributes for information enrichment

Advanced profiling of prospects,customers and contacts

History tracking and tagging of actions and activities, including bilateral integration with Microsoft Outlook

Ordered registry

Single working tool for the collection of data of Companies, Assets, Contacts essential for commercial management.

It avoids the dispersion of information and simplifies data management, avoiding redundancies and sharing each update among the offices potentially involved.

Segment and profile

The configurability of the system allows you to manage any type of additional information or attribute useful for enriching the database.

The application allows you to build the database underlying the segmentation and profiling analyzes of the Prospects and Customers base, essential for market knowledge and the study and application of ad hoc commercial strategies.

Funneling and tracking

The chronological tracking of the actions collects the activities carried out with and on the business entities allowing the complete management of the sales funneling.

The integration with Risorsa modules, platform collaboration supports and the effective tagging system guarantee the construction of the business relationship map for the benefit of the global vision of the commercial process.

Discover how Risorsa can support you in the process

Application features

Multidevice

Instrument accessible from any device thanks to the WebApp for PC/tablet browsers and the App for tablet and smartphone mobile devices.

Offline consultation functionality.

Multientity

In a single database with profiled access, the application allows you to collect, organize, integrate and correlate data and information on different business entities: Companies, People and Assets.

Configurable attributes

The system allows you to configure the list of fields and attributes necessary for the business to manage the strategic activities of analysis, segmentation and profiling of the Contacts, Prospects and Customers base and to manage the sales funneling.

Tracking actions

Chronological collection of the activities carried out on the entities in the categories: phone call, email, visit, order, meeting and note with the possibility of configuring automations and integrating with the Sales Management and Risorsa Retail Execution modules.

MS Outlook

Efficiency and reduction of operational redundancy thanks to the opportunity for integration with the Company and Microsoft Outlook e-mail system through a dedicated plug-in.

Cross tagging

The included tagging tool allows you to insert references and create multiple bidirectional relationships between Entities, Actions and collaboration tools (chat, tasks) available on the platform. “

Digitize Prospect and Customers knowledge and map B2B relationships

Business CRM

Distinguishing features

Management of Companies, People and Asset master data

Collection of custom attributes for information enrichment

Advanced profiling of prospects,customers and contacts

History tracking and tagging of actions and activities, including bilateral integration with Microsoft Outlook

Ordered registry

Ordered registry

Segment and profile

Funneling and tracking

Discover how Risorsa can support you in the process

Application features

Multidevice

Multientity

Configurable attributes

Tracking actions

MS Outlook

Cross tagging

Company

Offer

Legal