Clients Alliances

Industries

No matter what the market or industry, our main objective is to deliver world-class value to your business. We maximize our technological solutions by integrating them into verticals that we have developed for specific industries in the market, and all thanks to the different projects that we have carried out with different types of customers and the flexibility of adaptation and customization that our technological solutions have.

FINANCIAL

Financial Service Creatio is a CRM for bank processes and financial institutions, to manage the customer's journey from end to end and improve their experience.

  • Banking contact centers & front-office management.
  • Sales, products and financial services processes administration for corporate customers.
  • Loan processes full automation.
  • Marketing campaigns.
  • Lead management.
  • Customer management.
  • Product issuance.
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AUTOMOTIVE

We offer you a CRM totally focused on the sales and services management for automotive companies and authorized dealers.

  • Customized customer file.
  • Marketing campaigns.
  • Lead management.
  • 360º view of authorized dealers.
  • 360º view of customer.
  • 360º view of vehicle.
  • Payment plans follow-up.
  • Quotation and order management.
  • Comercial workflow.
  • Management tools for each business executive (quota-objective and progression).
  • Customer service management.
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TOURIST HOTELIER

Infor CRM has customized tools for the casinos, hypodromes and hotels management. It incorporates the best practices in CRM to manage high customer traffic, short contact or self-service.

  • Customized customer file.
  • Survey management.
  • Question and answer management.
  • Claims management (SQR).
  • Courtesy management.
  • Loyalty module, redemption of points and exchanges.
  • Event management (weddings, parties, etc.).
  • Tenant management (registered invoices, benefits, discounts).
  • Promotional actions (promotions and benefits).
  • Integration with Core systems for registering games and plays.
  • Industry-specific reports and dashboards.
  • API for integration with self-service kiosks and POS terminals.
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LOGISTICS

Get a 360º view of your customers. Obtain operational information, historical and current dispatch guides, credit status and more information integrated to the rest of your organization. Improve the commercial management as well as the attention and resolution of customer requests efficiently.

Outstanding Functionalities:

  • Customer management.
  • Contact management.
  • Customer operational profile (insurance, transportation preferences, services, etc.).
  • Integration with billing system.
  • Quotes (standard rates, personalized quotes and approval processes).
  • Mass update of rates.
  • Business opportunities.
  • Commercial proposals.
  • Marketing campaigns.
  • Claims attention management (cases categorization according to business, referral and resolution workflows, and self-enriched knowledge base).
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MALLS

CRM oriented to management in large areas, with scope in the marketing, customer service, sales and loyalty areas.

Outstanding Functionalities:

  • Customized customer file.
  • Survey management.
  • Question and answer management.
  • Claims management (SQR).
  • Courtesy management.
  • Loyalty module, redemption of points and exchanges.
  • Direct purchases.
  • Vouchers and gift cards.
  • Event management (weddings, parties, etc.).
  • Tenant management (registered invoices, benefits, discounts).
  • Promotional actions (promotions and benefits).
  • Integration with legacy systems and ERPs.
  • Industry-specific reports and dashboards.
  • API for integration with self-service kiosks and POS terminals.
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PRINTING INDUSTRY

Solution for all commercial, marketing and customer service management for graphic media organizations.

Friendly, simple to use and full of industry specific characteristics.

Outstanding Functionalities:

  • Customer, subscriber and reader management.
  • Marketing and business attention of subscriptions, advertising and benefits club.
  • Integrable with transactional systems.
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PREVENTIVE & CORRECTIVE MAINTENANCE

Allow your business to take advantage of the benefits of Infor CRM by incorporating proactive and reactive maintenance management. Apply best practices to manage customer service, support activities and basic asset management.

Outstanding Functionalities:

  • Customized ticket management for operations and maintenance areas.
  • Generation and mass agenda of preventive tickets.
  • Checklist generator for review of physical areas or other complex tasks.
  • Mobile version for execution of tickets and checklist.
  • Tickets auto-assignment and emergency management.
  • Dealers management and dealers & external customers portal.
  • Commercial opportunities management and permises, advertising spaces & services contracts.
  • Integration with legacy systems and ERPs.
  • Industry-specific reports and boards.
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