Construction of CRM with information from each company, researching prospective clients and creating a proposal according to the needs of each client, complying with the indicators. Increase customers.

Structure commercial area

Prospecting clients, analysis of competition, compliance with monthly and annual budgets, compliance with other indicators such as capacity and goals of new clients.

Increase customer investment, creation of value propositions for customers.

Analysis of achievement of goals by advisor and group, creation of proposals, updating of client bases, monitoring of

Development of compliance indicators for sales teams.