CRM for a Consulting Business

With Datalyse, no more worries about getting a bunch of different tools to "talk to each other" ... Scale remotely with ease.

A sales-oriented operating system and global telephone and communications system all in one! Run your business locally and globally! Automate the entire customer lifecycle with automated processes in: sales, service, renewals and claims.

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Datalyse is a system designed specifically for the consultancy sector.

THE PROBLEM

Why not centralise all your customer information in one software?

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It does not allow you to centralise documents in customer files.

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You do not have an internal communication channel, with which you can communicate between departments or colleagues.

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You cannot record sent documents in the respective customer files.

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It does not allow you to send quotes from the customer's file, allowing the customer to sign digitally and securely.

How to solve this problem correctly, on time and without a lot of work?

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If you are looking for a sales, telephony and service management system that provides the best automation solutions designed specifically for large-scale sales, Datalyse is for you!

Sound familiar?

Difficulties in sharing information between departments

Stop wasting time sharing information and contacting between departments by taking advantage of the tools offered by Datalyse!

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You do not have a secure, CRM-integrated channel in which to share information between employees. Activate new cross-selling campaigns, testimonials or renewals.

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You cannot store files and documentation within the CRM.

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Other CRMs do not allow you to centralise your communications.

Other systems are excellent if you are limited to communicating through a single channel. At Datalyse we offer you the possibility of carrying out all communications within the platform.

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You don't have omni-channel communications such as SMS, WhatsApp, e-mail, telephone and video conferencing in the same CRM.

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It does not allow you to record the communications made, making it difficult to follow up with customers.

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You can't initiate calls in one click. In companies with a high volume of calls, saving time is critical to sales.

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The Solution: Datalyse

Manage your business, automate your processes, and sell more.

Datalyse includes + 10 pre-configured automations for sales, customer service, contacts and renewals. A complete software!

We provide the technology, you set the limits!

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Functionality #1

Enjoy a VoIP PBX integrated with the CRM.

Call directly from the customer file at the click of a button and record calls for review. DON'T LOSE INFORMATION ABOUT YOUR CALLS!

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Functionality #2

Send quotes and accept payments

Datalyse CRM for the consultancy sector allows you to send quotes online and accept payments at the click of a button. As a result, it allows your clients to accept quotes telematically and thus accelerate the sales cycle.

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Functionality #3

Train your employees thanks to the call monitoring and listening tool.

Train your new employees by allowing them to listen to real-time calls from other colleagues. Control and monitor the activity of your employees to detect weaknesses and improve your team's performance.

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Functionality #4

All Communications in one place!

WhatsApp, email manager, SMS sending, videoconference room, chat bot, Internet telephony, all integrated into a single management platform. Why add additional tools for your employees in their daily routine, when Datalyse has everything in one place?

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Benefit

Centralisation is not an exclusivity; it is a reality!

These are points you don't have to worry about! Changing the status of a contact or even an opportunity and accessing information from two points are features that not only save you time, but also help your team stay productive and efficient. All the functionality you'll ever need, included: Creating and customising the fields you need for your business. Import and export contacts and their properties from Excel or .CSV. Search for contacts with the improved multi-filter function. Visualisation of each management automatism associated with each contact. Customisation of the status of your company's contacts based on your needs or requirements. Automatic generation of contacts from digital marketing campaigns or from the company's own landing page. A design designed to succeed!

The reason why hundreds of companies use Datalyse

82% of businesses see results with a Datalyse account

They use Datalyse to scale their business, when will you?

Why should they do it now? How close are you to solving your problem?

Value of the tool?

Get direct access to Datalyse functionalities when you create your account.

Why should you start now?

You will have 1-on-1 support to help you with implementation immediately.

Why use Datalyse?

No permanence. If you don't get results, you can cancel at any time.

Are you ready?

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