CRM AND Automation

Your customer relations, more fluid than ever.

At OSEO Marketing, our experts will help you implement the operational tactics of your digital strategy in your technological solution for database consolidation (CRM – Customer Relationship Management, for example) and/or digital campaign distribution.

Our teams will help you from data collection to deployment through automated scenarios, with a fourfold objective: automate lead status change processes, optimize interactions with your audiences, increase productivity and boost your performance!

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Take effective control of your customer relations

Time saving

Free yourself from repetitive tasks thanks to automation, so you can concentrate on what really matters.

Personalization

Offer your customers a customized experience, with content and offers tailored to their needs and preferences.

Precise tracking

Analyze the performance of your campaigns in real time and measure the impact of each customer interaction to adjust your marketing strategy.

Our experts will help you build a lasting connection with your customers!

Our team can help you take control of your data.
We help you centralize, organize and optimize customer information, ensuring precise, personalized relationship management.

CRM analysis, optimization and compliance

We understand the importance of compliant customer data management. Our team analyzes and audits your collection practices to verify their compliance with current laws such as Law 25 and the RGPD. Our experts optimize your methods for accurate and personalized management, ensuring consistent and effective communication at every stage of the customer journey.

Customer relationship management like a pro

No more scattered files! Our CRM expertise centralizes and organizes all your audience information. Our experts give you a complete overview of each customer, from preferences to purchase history, for precise, personalized relationship management.

Automated communications for greater efficiency

Thanks to our expertise in customer relations, we design scenarios for targeted communications at the right time and via the right channel: personalized emails, relevant SMS messages, push notifications. Engage your customers at every stage of their journey with consistent, effective communication.

Optimized, consolidated CRM transforms your data into lasting relationships!

Optimal CRM enables you to centralize your customer data for more personalized and efficient interactions.
Discover how to transform your customer relationships and boost your growth.

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Support methodology for data management, CRM and customer relationship automation


preliminary analysis

We analyze your current data management and CRM system through an audit of collection practices, assessment of the quality and integrity of existing data and verification of compliance with regulations (RGPD, Law 25, etc.)

Understanding needs

Once the preliminary analysis is complete, we proceed to an understanding of your needs and expectations: identification of business objectives, analysis of market segments and target audiences, interviews with stakeholders to define expectations.

Briefing, specifications

We work with you to draw up a detailed and precise brief, defining technical and functional specifications, identifying the necessary resources and establishing a deployment schedule.

Design and customization of
CRM

We customize CRM to your specific needs: configuring fields and data collection forms, integrating different communication channels, customizing dashboards and reports.

Automation deployment

After defining the automation scenarios, we set up your conversational path to optimize customer relations: programming personalized, targeted emails, sending relevant SMS and push notifications, creating automated workflows for different stages of the customer journey.

Ongoing monitoring and optimization

After deployment, we continuously monitor and optimize your system to ensure its effectiveness: analysis of campaign performance, adjustments based on feedback and new data, periodic reassessment of needs and objectives.

Example of customer relationship scenario by our teams

Contact us today to find out more about our services and find out how we can help you achieve your business goals!

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