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Sales & Customer Success

Process Automation

Sales & Customer Success

More control over your leads, processes, and sales opportunities with automation and Artificial Intelligence

Use AI to enhance your results

Create smart sales arguments

Artificial Intelligence analyzes customer information, such as the size of the company, segment, and number of users, to better understand the context of the opportunity. Based on this data, it suggests personalized sales arguments that help the sales team conduct meetings with more strategy and objectivity.

Benefits

  • Customized sales arguments for each client

  • More strategic preparation for business meetings

  • Reduction of analysis and planning time

  • Greater accuracy in negotiations and presentations

  • Personalized sales arguments for each customer

  • More strategic preparation for business meetings

  • Reduction of analysis and planning time

  • Greater assertiveness in negotiations and presentations

Processes that speed up your Sales

BlueService® has several pre-configured processes and functionalities that accelerate the implementation of your operation.

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Product Return

Structured process to collect, analyze, and store customer feedback and evaluations. It allows tracking the customer's perception of products, services, or support, generating insights that help identify improvements, increase satisfaction, and strengthen the relationship with the customer.

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Lead Generation

Process that organizes and controls product return requests, including analysis, approval, and management of refunds. Ensures traceability of requests, agility in customer service, and greater control over the stages involved in the return.

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Satisfaction Survey

Process for registering, qualifying, and tracking potential customers interested in products or services. It centralizes information about business opportunities, making it easier to assess the lead's profile and supporting the sales team in prioritizing and conducting negotiations.

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B2B Sales Funnel

A process that organizes and tracks the entire customer journey in the B2B sales cycle, from the first contact to the closing of the deal. It allows you to visualize the stages of negotiation, monitor opportunities, and improve the management of commercial activities.

Integrated process management

Connect sales to all sectors through integrated and automated processes.

Sales & Customer Success

Human Resources

Legal

Operations & Facilities

Finance & Purchases

Marketing

Franchises & CSCs

Logística

Benefits

Blue Service® BPM Platform enables the implementation of the best market practices for Sales processes

Manual Process (without Blue Service®)
With Blue Service® BPM Platform

Centralized management of leads and opportunities

Leads scattered in spreadsheets, emails, or notes, making it difficult to organize and track opportunities.

Centralization of all leads and opportunities in a single environment, allowing for better organization, tracking, and prioritization of negotiations.

Sales funnel organization

Lack of visibility about which stage each negotiation is in, leading to disorganization and loss of opportunities.

Structured sales funnel with defined stages that allow tracking the evolution of negotiations from the first contact to closing.

Follow-ups and deadlines always under control

Follow-ups depend on manual controls or the memory of salespeople, increasing the risk of delays and the loss of opportunities.

Automatic creation of tasks, reminders, and notifications to ensure that follow-ups and business deadlines are met.

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See all benefits

With Blue Service® BPM Platform

Centralization of all leads and opportunities in a single environment, allowing for better organization, tracking, and prioritization of negotiations.

Structured sales funnel with defined stages that allow tracking the evolution of negotiations from the first contact to closing.

Automatic creation of tasks, reminders, and notifications to ensure that follow-ups and business deadlines are met.

angle-down

See all benefits

Use all BlueService® tools to boost your results

Centralize processes, track indicators, and manage projects with greater control, collaboration, and efficiency.

Schedule Manager

Create and manage project schedules with ease. Set milestones, track deadlines, and visualize project progress in real time.

Team collaboration

Boost your team's productivity with our collaboration tools. Share documents, communicate effectively, and work together seamlessly.

Performance Metrics

Monitor the key performance indicators and the health of the project. Generate insightful reports to make data-driven decisions.

Deadline Management

Monitor the time spent on tasks and projects. Improve the accuracy of estimates and optimize resource allocation.

Risk Control

Identify, assess, and mitigate project risks. Stay prepared with contingency plans and proactive risk management strategies.