Journeys and segmentation
Mapping relationship moments and criteria to organize the base.
The relationship does not end with the first sale.
Organize post-sales, renewal and reactivation journeys with CRM, automation and results monitoring.
What we deliver
A scope built from your process, with deliverables that the team can validate and use.
Connected CRM
Fields, stages, responsible parties and integration with sales and service events.
Relationship automations
Reminders, tasks and communications in authorized channels, with limits and human routing.
Portfolio monitoring
Visibility of pending issues, renewal, repurchase and quality of communications.
How does this appear in operation
Illustrative example of application; does not represent a measured customer outcome.
The challenge
Contracts expire without notice to the person responsible and contact only happens after the loss of the client.
The proposed solution
CRM creates tasks before they are due, organizes the history and monitors the results of each renewal.
Start with clarity. Evolve with evidence.
Implementation of a priority journey, followed by monthly evolution of segments, messages and integrations.
CRM licenses, messaging costs, and channel approvals are sized separately. The company maintains the commercial decision and service.
What do we need to align
- Base with known origin and appropriate permissions for communication.
- Responsible for relationships and service and renewal rules.
How we evaluate work
- Group renewals and buybacks
- Follow-up issues
- Responses, unsubscribes and delivery failures
Before you start
Is it necessary to implement a new CRM?
Not necessarily. We evaluate whether the current one supports the journey's events, fields and integrations before suggesting a change.
Do you shoot for purchased lists?
The offer works on relationships with bases of known origin and authorized communication, with preferences and opt-outs respected.
Does automation replace sales?
It organizes context, tasks and planned communications. Negotiation, exceptions and sensitive decisions continue with those responsible for the company.
Let's look at your scenario?
Tell us which process needs to be improved, the systems involved and the company’s current situation. We will analyze the context and respond via email.
Service of interest: CRM, retention and repurchase. After the initial analysis, we decide whether the next step is a diagnosis, a pilot or a proposal.
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