Benefits
See the key benefits of automating Ploomes documents.
Eliminate flaws in your processes
Automations don't allow forgetting or missing data. Eliminate the dependence on people's memory and, thus, procedural failures.
Gain visibility of processes
Information previously scattered on post-its, emails and Whatsapp will now be centralized in a single environment, allowing managerial visibility of the progress of each process.
Managing active customers for loyalty
Determine relationship rules and alerts users for threats of inactivation, cycle breaks, or upcoming expiration dates.
Automatic assignment of tasks
Complex, although automated, processes know what must be done, by whom, and when. Automatic tasks remove the dependence on employee memory, ensuring integrity and efficiency.
Rework of lost or unconverted clients
Inactive customers, when well managed, can be the most profitable source of lead generation. Automated portfolio management keeps the seller close to each case, thus generating the reopening of opportunities.
Advanced segmentations
Divide and apply filters to the portfolio to generate lists for marketing actions.
Product
Check out some of the features that make up document automation.
Elimination of errors in contracts and documents
Errors, such as typing or calculation errors, are inevitable in the manual generation of contracts and documents. Automating your models eliminates these errors.
Notification to the seller when the customer accesses the submitted document
Being notified each time a customer opens a contract (or other documents sent) is a powerful device for the seller, who can define their actions and follow-ups more assertively.
Reduction of time spent generating contracts and documents
How much time do your employees spend generating contracts and documents? The automation of your models accelerates this activity, freeing up time for professionals to focus on activities that are actually profitable.
View and edit access levels
Define who can generate, modify, or view each type of document. Also create approval flows so that specific configurations, amounts, or discounts are controlled.
services
Our services are made available to provide you with better user experience possible with Ploomes
Consultative implementation
You know your processes, us, the technology. Together, we implemented Ploomes with support and training. Our multidisciplinary team is our differential.
Recurrent support
Online chat for clarification of questions and assistance to users. For accounts that require greater proximity, we offer the possibility of contracting premium support with personalized service..
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.