Transform your installed base into recurring and predictable revenue
Centralize contract and asset management by customer, identifying renewals, upgrades, and cross-sells, reducing churn and increasing recurring revenue with the Customer Products module.
+3000 companies use Ploomes to optimize their commercial management
Why Ploomes?
Strategic benefits for your
Proactivity in contract and service management
Track renewals, cycles, and periods in advance and increase customer retention.
Recurring revenue increase
The Customer Products module makes it easy to identify upgrade, replacement, and cross-sell opportunities.
Churn reduction and customer retention
With complete purchase history and organized data, your team intervenes before losing customers.
Key resources
Why use the Customer Products module?
With the Ploomes Customer Products module, you now have full control of the installed base and use this information to sell more, retain more, and operate with predictability.
Have absolute control of products, services, contracts, and assets
Register and link everything to the customer: serial number products, current contracts, active services, and any installed asset.
Stop missing renewals
Get control of terms, purchase history, and critical dates to track the customer's lifecycle and anticipate renewals.
Import data in bulk and count on full customization
Import the entire installed base via spreadsheet and customize registration forms to record exactly what your operation needs.
Get upsell and cross-sell opportunities on your screen
With updated data, it is clear who needs replacement, upgrade, account expansion, or contracting new services.
Stages of the Process
How does the Customer Products module work in practice?
- View the installed base per customerSee products, services, contracts, terms, and critical dates, and filter, for example, “contracts due in 30 days”.
- Get alerts before the due dateGet automatic reminders for renewals, maintenance, upgrades, and due dates, creating tasks for the sales team and CS to act on.
- Find account expansion opportunitiesIdentify accounts ready for account replacement, upgrade, or expansion and prioritize the approach with segmented lists and tasks.
Real results
See what customers have to say about the Ploomes Customer Products module
“Ploomes provided a better profit forecast and increased the productivity of our sellers.”
Rauter Chemistry
additional modules
Boost your Ploomes: extra modules for tailor-made growth
Add advanced functionality as your operation evolves, without complication or rework.
Real impact
Who is this module for?
Industries and manufacturers that need to accompany machines, equipment, parts, serial numbers, and maintenance cycles.
Distributors and resellers that control equipment installed on the customer, warranties and replacements.
Technology companies (software, hardware, and managed services) that deal with recurring contracts, SLAs, licenses, support, and renewals.
B2B service companies that provide ongoing services and they need to record service history, validity and deliveries.
Utilities and companies with field teams who carry out installations, inspections, maintenance and need to record assets and critical dates.
Businesses with structured after-sales, where CS, support, and sales need to work with updated data for retention and expansion.
INTEGRATIONS
Connect your technology tools to Ploomes
Ploomes connects more than 100 tools on the market, such as:
ERPs:
Sankhya, Omie, Dataplace, and many others.
Marketing and Communication:
Neppo, RD Station, Activecampaign, and more.
API access:
Build integrations for other software and have everything centralized.
services
Implementation and support of
Ploomes and their modules
We have exceptional people to run your business
to larger flights using Ploomes CRM and its modules
Consultative implementation
You know your processes, us, the technology. Together, we implement Ploomes with support and training. Our multidisciplinary team is our differential.
Recurrent support
Online chat to clarify questions and give assistance to users. For accounts that require greater proximity, we offer the possibility of contracting premium support with personalized service..
Custom projects
Team made up of business analysts, solution architects and developers, with the function of activating the potential of Ploomes in your company through the development of new integrations, applications and functionalities.
Frequently Asked Questions
It is a feature that allows you to link products, services, assets, and contracts directly to the customer, ensuring full control of the installed base and facilitating your management of contracts such as renewals, maintenance, and account expansion opportunities.
Yes. It is possible to import the installed base in bulk via a spreadsheet, facilitating migrations and organizing existing data.
Yes. You can record critical dates, expiration dates, and purchase history, creating automations to receive expiration, renewal, maintenance, and lifecycle alerts.
Yes. With an organized installed base, it's easier to identify customers ready for upgrades, replacements, renewals, or account expansion.
Yes. The module works together with Ploomes automations, creating tasks, notices, and flows for after-sales, support, billing, and sales, ensuring an integrated and efficient operation.
With greater term control and centralized purchase history, CS and sales are able to act in advance on renewals and identify accounts that need attention, reducing the risk of cancellation.
Do you have other questions? Get in touch
Transform your installed base
In predictable revenue
The Ploomes Customer Products module takes your business operation to the next level in terms of renovations, replacements, and expansion opportunities. Want to see it in practice?