• Customer management: you will be able to store and consult the data of each of your customers, from their registration as a business opportunity, and simulate the purchase of products or contracting of services.
• Management of Potential Clients (Leads): you can register new Leads manually or by importing a file. The data associated with the Leads will allow you to manage your business with the aim of converting them into customers. Additionally, you can parameterize business rules for assigning Leads according to different criteria.
• Opportunity management: you will have the possibility of managing all business opportunities that involve sending offers and quotes to the potential client or Lead. In addition, you can check the status of each opportunity (in analysis, offer presented, in negotiation, won, canceled, etc.).
• Commercial actions or tasks: the tool implemented by the Digitizing Agent of your choice will allow you to create commercial actions and tasks, both manually and automatically.
• Reporting, planning and commercial monitoring: you can track using indicators (KPI's), list of opportunities, and others, with different levels of information aggregation depending on your needs. You will also be able to generate reports to track and monitor your commercial activity, considering efficiency ratios, phase status, pipeline and other measurable attributes (such as products, quotes, etc.), and according to the channels, profiles, roles and/or phases. commercial. These reports may show, at least, monthly, accumulated and/or comparative data between different commercial years.
• Alerts: you will be able to view Customer Alerts in graphic format of different types (icons, pop-up messages, etc.).
• Document management: the solution will include software for centralized documentation management capable of inserting and/or linking documents both related to your commercial activity and those provided by the clients themselves.
• Responsive Design: you will have a functional interface on all types of devices.
• Integration with various platforms: you will have APIs or Web Services to consolidate the information and data of your entire company

Execution percentages associated with the phases

• First: 70%

• Monday: 30%
  

• Collaboration in work teams: you will have assistance from the supplier in the creative process of ideation or team management for collaborative project management, sharing resources and/or knowledge, providing tools for the interaction of teams in the ideation processes or problem solving, as well as configuring and customizing workflows, tasks, etc.
• Store and share files: you will have 1 TB of storage.
• Mobile device compatibility. Your solution will be compatible with mobile devices.
• Calendar and agenda: it will allow you to organize a calendar and your planned tasks.

Execution percentages associated with the phases

• First: 70%

• Monday: 30%
  

• Invoices in structured format: you will have the possibility of issuing invoices in structured formats, at least in E-INVOICE format, to facilitate automated processing.
• Unlimited invoices: you can issue an unlimited number of invoices.
• Unlimited Clients: You will have the ability to send invoices to an unlimited number of clients.
• Unlimited products or services: you can create an unlimited number of billable products and/or services within the catalog.
• Sending invoices by email: the solution implemented by the Digitizing Agent of your choice will allow you to send invoices directly by email.
• Invoice customization: Invoices will be customizable, including selecting your logo.
• Periodic backups: you can make backup copies, with the possibility of a daily frequency.
• 1GB Storage/Invoice History: You will have at least 1GB storage for invoices.
• Integration with other solutions: the solution must have APIs or Web Services for integration with other tools, as well as allowing data to be loaded manually.
• Invoice expiration control: you will have a system to control invoice expiration.
• Compliance: you will be able to ensure compliance with the applicable regulations, specifically the Regulation that regulates the billing obligations of Royal Decree 1619/2012, as well as any applicable regulations.

Execution percentages associated with the phases

• First: 70%

• Monday: 30%
  

• Antimalware: you will have a tool at your disposal that analyzes your device, its internal memory and external storage devices.
• Antispyware: you will have a tool that detects and prevents spy malware.
• Secure email: you will have email analysis tools with the following features:
• • Antispam, with spam detection and filter.
  • Antiphishing, with detection of emails with links or malware that are suspected of being used to steal credentials.
• Safe browsing: you will be assured:
• • Content control.
  • Anti-adware to avoid malicious ads.
• Threat analysis and detection: you will be able to know the behavior of known and new threats.
• Network monitoring: you will have tools that analyze network traffic and alert you of threats.
• Initial configuration and security updates: you will have an initial configuration for correct use, with the respective malware signature updates and other data for threat detection in addition to the required periodic security software updates.
• Special training requirements: You will have security software configuration training, and you will have a cybersecurity awareness kit to complement the solution with human firewall skills.

Execution percentages associated with the phases

• First: 70%

• Monday: 30%