Experience
Our projects include a business consulting component that seeks to improve the Customer Experience and Customer Management of our clients:
- Analysis and diagnosis of current customer management processes in your company
- Business consulting to improve your clients' experience and client management processes in your company
- Implementation of software and technological solutions to achieve improved customer satisfaction and improvement in customer management
We offer to our prospects and clients added value and experience in more than 50 projects carried out, in 15 industries and 12 countries for more than 20 years of experience.
We are passionate about improving customer management processes and customer experience for each of our clients. applying the best practices, requirements and strategy of your business and our previous experience.
Our experience in software implementation projects for client management areas includes multiple industries and in several countries in Latin America.
Below is our project experience to date:
Industry |
Country |
Company name |
| Automotive, Machinery and Auto parts | Colombia | Auteco Mobility |
| Colombia | GECOLSA | |
| Honduras | REASA | |
| Mexico | Dacomsa | |
| Peru | Ferreyros SA | |
| Puerto Rico | Hyundai of Puerto Rico | |
| Banking and financial services | Colombia | Bancolombia |
| Colombia | National Development Finance | |
| Puerto Rico | Popular Bank of Puerto Rico | |
| Real estate | Peru | Coinsa |
| Real Estate / Automotive / Agribusiness | Panama | Melo Corporate Group |
| Mass Consumption (Drinks, Food, Others) | Colombia | ATLANTIC FS |
| Mexico | AB Mauri | |
| Mexico | Flour Group | |
| Mexico | Sesajal | |
| Mexico | ANAJALSA | |
| Colombia | Colombina | |
| Colombia | National Federation of Coffee Growers of Colombia | |
| Colombia | Family Group | |
| Colombia | Nutresa | |
| Peru | Alicorp | |
| Venezuela | CA Rum Santa Teresa | |
| Venezuela | Latin American Plumrose | |
| Experience – Agro Industry – Chemistry | Mexico | POLAK GROUP |
| Mexico | Puremin | |
| Peru, Colombia, Ecuador | Corporate Interoc | |
| Pharmaceutical | Venezuela | LETI Group |
| Hospitality and Tourism | Mexico | Royal Holiday |
| Oil and gas | Colombia | Biomax |
| Insurance | Peru | Rimac Insurance and Reinsurance |
| Services | Colombia | Cafam |
| Colombia | Colsubsidy | |
| Colombia | Comfenalco Antioquia | |
| Colombia | Informa Colombia | |
| Colombia | Teledatos SA | |
| Dominican Republic | Ageport | |
| Public Services (Utilities) | Venezuela | Corpoelec (EDC) |
| Venezuela | Corpoelec (Enelven) | |
| Telecommunications | Colombia | ETB |
| Ecuador | CNT Ecuador | |
| Panama | Wave Cable | |
| Venezuela | CANTV | |
| Wholesalers (Distributors) | Mexico | Tecnolite |
| Mexico | Sanchez Group | |
| Mexico | Actia | |
| Chili | Industrial Valves SA | |
| Colombia | Acesco | |
| Colombia | ESENTTIA | |
| Spain | SEPIOLSA | |
| Mexico | Products Pennsylvania SA de CV | |
| Mexico | Viakable | |
| Panama | Ferreteria Industrial SA | |
| Dominican Republic | Gerdau Metaldom | |
| Venezuela | EPA Hardware Store | |
| Retail Sales | Colombia | Velez Leathers |
| Colombia | DECORCERAMIC | |
| Guatemala | CEMACO Group | |
| Mexico | Decon |
Experiences - More than 50 client management projects in 15 Industries and 12 countries
Company name: AB Mauri
Project name: Consulting on improving customer management processes and implementation of SAP Sales Service cloud Software solution for business processes and customer management.
Project dates: November 2023 – present
Project Scope:
Implementation of SAP Sales Cloud solution for business processes integrated with SAP ECC ERP:
– Prospect and customer management (Integrated with SAP ERP ECC)
– Materials/Product Management (Integrated with SAP ECC ERP)
– Management of activities with clients (Calls, Tasks, Visits, Appointments)
– Management of quotes and sales orders (Orders integrated with SAP ECC ERP)
– Management indicators, indicators and analysis for the implemented processes
Industry: Massive consume
Country: Mexico
Web page: https://abmauri.es/
Company name: Flour Group
Project name: Consulting on connectivity migration of the SAP Sales Service Cloud solution from the current ERP ECC system to S4 Hana.
Project dates: January 2024 – current events
Project Scope:
Migration of the connectivity of the SAP Sales Service Cloud solution integrated with the current SAP ERP and SAP S4 Hana system:
– Integration migration and functionalities implemented to the new SAP S4 Hana platform
Industry: Massive consume
Country: Mexico
Web page: https://grupoharinas.com.mx/
Company name: Tecnolite (A company of the Contrulita Group)
Project name: Consulting on improving customer management processes and implementation of SAP Sales Service cloud Software solution for business processes.
Project dates: September 2023 – January 2024
Project Scope:
Implementation of SAP Sales Cloud solution for business processes integrated with SAP ECC ERP:
– Prospect and customer management (Integrated with SAP ERP ECC)
– Materials/Product Management (Integrated with SAP ECC ERP)
– Management of activities with clients (Calls, Tasks, Visits, Appointments)
– Management of quotes and sales orders (Orders integrated with SAP ECC ERP)
– Coupon request management
– Management of request and installation of displays
– Management indicators, indicators and analysis for the implemented processes
Industry: Massive consume
Country: Mexico
Web page: https://tecnolite.mx/
Company name: Sesajal
Project name: Consulting on improving customer management processes and implementation of software solutions for commercial processes and customer management for Human Consumption, Animal Consumption and Exports business lines.
Project dates: March. 2024 – present
Project Scope:
Implementation of SAP Sales Cloud solution for business processes and customer management integrated with SAP ERP S4 Hana and SAP B1:
– Prospect and customer management (Integrated with SAP ERP S4 Hana and SAP B1)
– Materials/Product Management (Integrated with SAP ERP S4 Hana and SAP B1)
– Management of activities with clients (Calls, Tasks, Visits, Appointments)
– Management of Opportunities, quotes and sales orders and Orders (Orders integrated with SAP ERP S4 Hana and with SAP B1)
– Customer Service Management Process
– Management indicators, indicators and analysis for the implemented processes
Industry: Massive consume
Country: Mexico
Web page: https://www.sesajal.com/
Company name: ANAJALSA
Project name: Consulting on improving customer management processes and implementation of SAP Sales Service cloud Software solution for business processes and customer management.
Project dates: August 2023 – present
Project Scope:
Implementation of SAP Sales Cloud solution for business processes and customer management integrated with SAP B1:
– Prospect and customer management (Integrated with SAP ERP B1)
– Materials/Product Management (Integrated with SAP ERP B1)
– Management of activities with clients (Calls, Tasks, Visits, Appointments)
– Management of Opportunities, quotes and sales orders (Orders integrated with SAP ERP B1)
– Management indicators, indicators and analysis for the implemented processes
Industry: Mass Consumption – Agro Industry
Country: Mexico
Web page: https://www.anajalsa.com.mx/
Company name: ACTIA Mx
Project name: Consulting on improving customer management processes and implementation of SAP Sales Service cloud Software solution for business processes and customer management.
Project dates: September 2023 – present
Project Scope:
Implementation of SAP Sales Cloud solution for business processes and customer management integrated with SAP ERP B1:
– Prospect and customer management (Integrated with SAP ERP B1)
– Materials/Product Management (Integrated with SAP ERP B1)
– Management of activities with clients (Calls, Tasks, Visits, Appointments)
– Management of Opportunities, quotes and sales orders (Orders integrated with SAP ERP B1)
– Customer Service Management Process
– Post-Sale Maintenance and Warranty Management Process
– Management indicators, indicators and analysis for the implemented processes
Industry: Distribution and sale of electronic equipment
Country: Mexico
Web page: http://actia.com.mx/
Company name: Sanchez Group
Project name: Consulting on improving customer management processes and implementation of software solutions for business processes and customer management.
Project dates: August 2023 – present
Project Scope:
Implementation of SAP Sales Cloud solution for business processes and customer management integrated with SAP S4 Hana ERP:
– Prospect and customer management (Integrated with SAP ERP S4 Hana)
– Materials/Product Management (Integrated with SAP S4 Hana ERP)
– Management of activities with clients (Calls, Tasks, Visits, Appointments)
– Management of Opportunities, quotes and sales orders (Orders integrated with SAP S4 Hana ERP)
– Customer Service Management Process
– Migration of Monday processes to SAP Service Cloud
– Management indicators, indicators and analysis for the implemented processes
Industry: Construction materials for wholesale
Country: Mexico
Web page: https://sanchez.com.mx/
Company name: Pennsylvania Products
Project name: Consulting on improving customer management processes and implementation of software solutions for business processes and customer management.
Project dates: May. 2022 – present
Project Scope:
Implementation of SAP Sales Cloud solution for business processes and customer management integrated with SAP S4 Hana ERP:
– Prospect and customer management (Integrated with SAP ERP S4 Hana)
– Materials/Product Management (Integrated with SAP S4 Hana ERP)
– Management of activities with clients (Calls, Tasks, Visits, Appointments)
– Management of Opportunities, quotes and sales orders (Orders integrated with SAP S4 Hana ERP)
– Customer Service Management Process (Tickets integrated with SAP ERP S4 Hana)
– Management indicators, indicators and analysis for the implemented processes
Industry: Construction materials for wholesale
Country: Mexico
Web page: https://www.pennsylvania.com.mx/
Company name: Pennsylvania Products
Project name: Consulting on improving customer management processes and implementation of software solutions for business processes and customer management.
Project dates: May. 2022 – present
Project Scope:
Implementation of SAP Sales Cloud solution for business processes and customer management integrated with SAP S4 Hana ERP:
– Prospect and customer management (Integrated with SAP ERP S4 Hana)
– Materials/Product Management (Integrated with SAP S4 Hana ERP)
– Management of activities with clients (Calls, Tasks, Visits, Appointments)
– Management of Opportunities, quotes and sales orders (Orders integrated with SAP S4 Hana ERP)
– Customer Service Management Process (Tickets integrated with SAP ERP S4 Hana)
– Management indicators, indicators and analysis for the implemented processes
Industry: Construction materials for wholesale
Country: Mexico
Web page: https://www.pennsylvania.com.mx/
Company name: DACOMSA
Project name: Consulting on improving customer management processes and implementation of software solutions for commercial processes and customer management in call centers.
Project dates: jul. 2021 – Apr. 2022
Project Scope: Implementation and automation of the following customer management processes:
– Market intelligence, knowledge and management of indirect clients
– Commercial management of direct clients
– Implementation of 22 call center customer management processes
– Implementation of telephone integration for the call center
– Management indicators of the implemented processes
– Supplier management; recruitment, evaluation and analysis of continuous operation of suppliers
– Integrations with systems: SAP ERP, Telephony system and E-Commerce of direct clients
Industry: Motor vehicle manufacturing
Country: Mexico, Mexico
Web page: https://dacomsa.com/
Company name: Industrial Valves
Project name: Consulting on improving customer management processes and implementation of software solutions for commercial processes and customer management in call centers.
Project dates: nov. 2020 – present
Project scope: Implementation of SAP Sales Cloud solution for business processes and customer management in call center integrated with SAP ERP:
– Prospect and customer management (Integrated with ERP SAP)
– Materials/Product Management (Integrated with SAP ERP)
– Management of activities with clients (Calls, Tasks, Visits, Appointments)
– Management of Opportunities, quotes and sales orders (Orders integrated with the ERP)
– Customer management process in call center. Channels: Email and Telephone)
– Management indicators, indicators and analysis for the implemented processes
Industry: Construction materials for wholesale
Country: Chili
Web page: https://www.valvulasindustriales.com/
Company name: FEINSA
Project name: Consulting on improving customer management processes and implementation of software solutions for business processes and customer management.
Project dates: nov. 2020 – present
Project Scope: Implementation of SAP Sales Service Cloud solution for business processes and customer management in call center integrated with SAP ERP:
– Prospect and customer management (Integrated with ERP SAP)
– Materials/Product Management (Integrated with SAP ERP)
– Management of activities with clients (Calls, Tasks, Visits, Appointments)
– Management of Opportunities, quotes and sales orders (Orders integrated with ERP SAP)
– Customer management process in call center
– Management indicators, indicators and analysis for the implemented processes
The implementation of the project is successfully completed and continuity is provided with a support contract and improvements in the SAP and Service Sales Cloud solution.
Industry: Construction materials for wholesale
Country: Panama
Web page: http://www.feinsa.com/
Company name: POLAK Group
Project name: Consulting on improving customer management processes and implementation of software solutions customer management.
Project dates: sept. 2019 – present
Project Scope:
– Commercial management and sales process integrated with SAP ERP
– Collection management process integrated with SAP ERP
– Segmentation process and potential of prospects and clients
– New Product Development Process
– Sample management process for clients
– B2B email campaign management process
Continuity is provided with the support service and process improvements in the SAP Sales and Service cloud solution.
Industry: Chemical manufacturing
Country: Mexico Federal District
Web page: https://www.polakgrupo.com/
Company name: Gerdau Metaldom
Project name: Support and continuous improvement in customer management processes and functional improvement in customer management software solution.
Project dates: jan. 2018 – present
Project Scope:
– Implementation of Collections scenario in SAP Sales Cloud integrated with SAP ERP
– Incident process implementation
– Implementation of accelerator for order creation
– Cloud Marketing Training
– Improvements and optimization in commercial processes
– Support in operational continuity
Industry: Construction materials for wholesale
Country: Dominican Republic
Web page: https://gerdaumetaldom.com/
Company name: Ageport
Project name: Consulting on improving customer management processes and implementation of software solutions for sales and customer service areas.
Project dates: sept. 2020 – May. 2022
Project Scope: Implementation of the SAP Sales & Service cloud solution for the sales and customer service areas with the following scope of processes:
– Implementation without integration to the shipping management system
– Implementation of the B2B demand generation and commercial management process
– Implementation of customs management process
– Implementation of BLs management process integrated with Shipping Companies
– Support in operational continuity and continuous improvement.
Industry: Marine transport
Country: Dominican Republic
Web page: https://ageport.com/
Company name: Atlantic SF
Project name: Consulting on improvement of customer management processes and implementation of software solution customer management.
Project Scope:
– Process: Order management: Complete monitoring of the Order to Delivery process
– Process: Prospect and customer segmentation management: Market Potential Analysis
– Process: Management of credit applications
– Process: Collection management prioritized by age and amount
The project is completed successfully and the support and continuous improvement contract is continued on the SAP Sales Cloud platform
Industry: Consumer services
Country: Medellin Colombia
Web page: https://atlantic.la/
Company name: Puremin
Project name: Consulting on improving customer management processes and implementation of software solutions for commercial management process.
Project dates: sea. 2021 – Nov. 2021
Project scope: Implementation of the SAP Sales & Service cloud solution for sales areas with the following scope of processes:
– Integrated view of the client
– Registration and Management of prospects
– Prospect qualification
– Management of sales opportunities and commercial development
– Quote management
– Reports and management indicators of the processes in scope.
Industry: Chemical manufacturing
Country: Mexico
Web page: https://puremin.com/es/
Company name: SEPIOLSA
Project name: Consulting on improving customer management processes and implementation of software solutions for commercial management processes.
Project dates: sea. 2021 – Nov. 2021
Project Scope: Implementation of the SAP Sales & Service cloud solution for sales areas with the following scope of processes:
– Integrated view of the client
– Registration and Management of prospects
– Prospect qualification
– Management of sales opportunities and commercial development
– Quote management
– Reports and management indicators of the processes in scope.
Industry: Azuqueca de Henares Mining, Guadalajara
Country: Spain
Web page: https://sepiolsa.com/
Company name: CEMACO
Project name: Application of improvements to customer management processes and SAP Sales Cloud Solution
Project dates: sea. 2021 – July 2021
Project Scope:
– Implementation of calculation in quotes aligned to the POS system
– Adjustments to PDF formats of the commercial area for the sales process.
The quoting process was optimized to improve customer service and commercial management time.
Industry: Retail sale
Country: Guatemala
Web page: https://www.cemaco.com/
Company name: Viakable
Project name: Consulting on improvement of customer management processes and implementation of software solution for commercial management process
Project dates: jul. 2020 – Mar. 2021
Project Scope: SAP Sales & Services Cloud implementation integrated with SAP CPQ and Own ERP system
– Commercial management process for cable units
– Process for management and qualification of prospects
– Process for management of Opportunities and Commercial development
– Quote process integration with SAP CPQ
– Campaign management process via email
– Integration with non-SAP ERP system and homemade workflow system. 25 integrations were implemented.
Industry: Manufacture of household appliances, electrical and electronic equipment
Country: Mexico
Web page: https://viakable.com/
Company name: Melo Group
Project name: Implementation of SAP Sales & Service cloud for Grupo Melo
Project dates: jan. 2020 – Mar. 2021
Project Scope:
– CRM Architect for the definition of the operating model for Machinery, Automotive and Real Estate companies
– SAP Sales & Servic cloud integration with ERP SAP S4 Hana
– Demand generation and commercial management process
– Sales force automation
– Customer service process, requests, complaints and claims
– Pot-sale management process for machinery
Industry: Agriculture / Automotive (Heavy Machinery and Vehicles) / Real Estate
Country: Panama
Web page: https://grupomelo.com/
Company name: DECON
Project name: SAP Sales & Service cloud Implementation Project for DECONO.
Project dates: jul. 2020 – Feb. 2021
Project Scope:
– SAP Sales cloud integration with SAP ERP for Master Data and business process
– Management of campaigns via email for direct clients
– Commercial Management for development of new clients, quotes and orders
– Customer service management
Industry: Hardware store
Country: Hermosillo, Sonora, Mexico
Web page: http://www.decono.mx/
Company name: Hyundai of Puerto Rico
Project name: Implementation of SAP Marketing (On Premise), SAP Cloud for Customer (SAP Sales and service) solutions.
Project dates: jun. 2018 – June 2019
Hyundai de Puerto Rico is the company responsible for distribution; marketing, sales and after-sales services of the Hyundai automobile brand to single and multi-brand dealers in Puerto Rico.
Project Scope:
Implementation of the following list of processes:
– Marketing Campaign Management: Process for defining and managing target customer segments to be used in email marketing campaigns. Business process integrated with ERP, SAP SAP Cloud for Customer and third-party mass email message service.
– Demand Generation: Implementation of demand for the identification, mass loading and management of prospects and qualification of the same for shipment to the commercial area for business development.
– Customer service: registration and management of requests, complaints and claims from dealers and end customers.
– After Sales
Industry: Motor vehicle manufacturing
Country: Cataño, Puerto Rico
Web page: https://hyundaipr.com/
Company name: Comfenalco Antioquia
Project name: Support for improvements in SAP Sales & Service Cloud
Project dates: sea. 2018 – Dec. 2018
Project scope: Implementation of the SAP Sales & Service cloud solution for sales areas with the following scope of processes:
– Support and improvement in reports and analytics on the SAP Sales Cloud platform
Industry: Services for the individual and family
Country: Medellin, Antioquia, Colombia
Web page: https://www.comfenalcoantioquia.com.co/
Company name: INFORMA Colombia
Project name: Implementation of SAP C4C for the business process
Project dates: dec. 2017 – May. 2018
Project Scope:
– Commercial management process
– Customer service process, requests, complaints and claims
Industry: Information services
Country: Bogotá, Capital District, Colombia
Web page: https://www.informacolombia.com/
Company name: Wave Cable
Project name: SAP Service cloud implementation for call center
Project dates: nov. 2017 – Mar. 2018
Project Scope:
– Hybris Service implementation project for a 50-person call center in multichannel service, telephone, email, web forms and chat.
Industry: Telecommunications
Country: Panama
Web page: https://www.cableonda.com
Company name: INTEROC
Project name: SAP Sales & service cloud implementation
Project dates: jul. 2017 – Mar. 2018
Project scope: Implementation of the SAP Sales & Service cloud solution for sales areas with the following scope of processes:
– Integration of SAP Sales & Service cloud with 2 SAP ERP systems and two non-SAP systems
– Commercial management process
– H2 Methodology Process, own of Interoc
– Management and knowledge of farmers, end customers, and analysis of indirect sales potential
– Commercial management of Distributors and Direct clients
– Analysis of Sell In and Sell out in distributors
– Market intelligence at point of sale distributors
– Reports and management indicators of the processes in scope
Industry: Agriculture
Country: Peru
Web page: https://www.interoc.biz/
Company name: REASA
Project name: SAP Sales Cloud implementation integrated with SAP B1
Project dates: sea. 2017 – July 2017
Project scope: Implementation of the SAP Sales & Service cloud solution for sales areas with the following scope of processes:
– Installation of the components required for integration.
– Technical configuration of the integration between B1 and C4C.
– Functional configuration of the integration between B1 and C4C
– Scenarios included in scope:
– Commercial management process for new and used vehicles
– Master Data:
- Products
– Clients/Prospects
- Addresses
– Contact persons
– Business processes:
- Prices
- Quotes
– Orders
– Transfer of knowledge of the integration to client consultants.
– Process management reports and indicators
Industry: Motor vehicle manufacturing
Country: Tegucigalpa, Francisco Morazan, Honduras
Web page: https://www.reasa.hn/
Company name: National Development Finance
Project name: SAP Cloud for Customer Implementation
Project dates: feb. 2017 – June 2017
Project Scope:
– Implementation of SAP C4C for the FDN commercial process.
Industry: Financial services
Country: Bogotá, Capital District, Colombia
Web page: https://www.fdn.com.co/
Company name: Esenttia
Project name: Implementation of the SAP C4C project.
Project dates: may. 2016 – Oct. 2016
Project Scope:
– Customer service processes
– Commercial management process.
Industry: Manufacturing of plastic products
Country: Barranquilla, Atlántico, Colombia
Web page: https://www.esenttia.co/
Company name: RIMAC
Project name: SAP Cloud for Customer Implementation
Project dates: sea. 2016 – Aug. 2016
Project scope: Implementation of the SAP Sales & Service cloud solution for the marketing and sales areas with the following scope of processes:
– Project scope for business; people, companies and annuities
– Automation in lead generation with potential insurance for sale per client and assignment of leads to insurance advisors. Allocation of 15,000 Prospects (Leads) weekly
– Process for monitoring, qualifying and managing prospects
– Process for monitoring insurance renewals
– Process for monitoring commercial development
– Process management reports and indicators
Industry: Insurance
Country: Lima Peru
Web page: https://www.rimac.com/
Company name: Auteco
Project name: SAP hybris C4C implementation for commercial management and service cases to its national distributors
Project dates: feb. 2016 – Apr. 2016
Project Scope:
– Understanding and analysis of requirements in the commercial and customer service areas
– Definition of scope and implementation of SAP hybris Cloud for Customer in a pilot model to support the commercial management and case management of Auteco distributors: Visit management, integrated customer view, suggested order and market analysis.
Industry: Motor vehicle manufacturing
Country: Medellin, Antioquia, Colombia
Web page: https://www.auteco.com.co/
Company name: Nutresa
Project name: Implementation of SAP CRM On Premise integration with SAP ERP for Servicios Nutresa and SAP CRM On Premise solution adoption roadmap
Project dates: nov. 2014 – Oct. 2015
Project scope: Implementation of SAP CRM On Pemise solution for group master data integrated with SAP ERP:
– Installation and integration of SAP CRM on Premise integrated into the SAP ERP of Servicios Nutrea
– Understanding of customer management requirements of the main group companies and definition of SAP CRM implementation roadmap for the year 2015 to 2017.
– Solution design in SAP CRM for the following business processes:
— Money laundering and terrorist financing (LA/FT)
— Commercial Management for companies
— Trade Management
— Customer service management
Industry: Food and beverage services
Country: Medellin, Antioquia, Colombia
Web page: https://gruponutresa.com/
Company name: Acesco
Project name: SAP Sales cloud implementation
Project dates: sept. 2014 – June 2015
Project scope: Implementation of the SAP Sales & Service cloud solution for sales areas with the following scope of processes:
– SAP Sales cloud implementation integrated with SAP ERP
– Commercial management process
– Customer service management process, requests, complaints and claims
– Reports and management indicators of the processes in scope
Industry: Mining
Country: Atlántico, Colombia
Web page: https://www.acesco.com.co/
Company name: Colombina
Project name: Successful implementation of SAP CRM On Premise / SAP Retail Execution / SAP Marketing integrated with SAP ERP.
Project dates: oct. 2013 – Nov. 2014
Project scope: Implementation of SAP CRM On Premise / SAP Retail Execution / SAP Marketing solutions integrated with SAP ERP including the following business processes:
– Trade Marketing Process and audit at point of sale: Allows optimal planning, execution and management of visits to evaluate and monitor market participation at Point of Sale for mass consumption products and related industries.
– Pre-sales and order taking process: Allows you to optimally take orders for the pre-sales sales force. Pilot is activated for 100 pre-sales sellers.
– The process of segmentation and marketing campaigns allows, based on the evaluation of Market, Customer and product variables, to evaluate and define target groups for taking actions in a sales operation.
Industry: Food and beverage services
Country: Cali, Cauca Valley, Colombia
Web page: https://colombina.com/
Company name: Biomax
Project name: Implementation of SAP CRM On Premise integrated with SAP ECC (ERP) to support the visit planning process, operation and evaluation of Service stations and collection of Customer Segmentation attributes.
Project dates: sea. 2013 – Nov. 2013
Project Scope: Implementation of SAP CRM On Premise integrated with SAP ECC (ERP) to support the visit planning process, operation and evaluation of Service stations and collection of Customer Segmentation attributes. The SAP Retail Execution (Rex) solution was integrated into the implementation to support the commercial mobile operation and SAP Financial Fact Sheet to support the portfolio and financial management of each client on iPad mobile devices.
Industry: Oil and gas
Country: Colombia
Web page: https://www.biomax.co/
Company name: DECORCERAMIC
Project name: SAP CRM implementation for commercial process and customer service
Project dates: oct. 2012 – Aug. 2013
Project Scope:
– Lead Management
- Commercial management
– Attention to Requests, Complaints and Claims
Industry: Construction
Country: Cali, Cauca Valley, Colombia
Web page: https://www.decorceramica.com/
Company name: Velez Leathers
Project name: SAP CRM implementation
Project dates: oct. 2012 – July 2013
Project Scope:
– Loyalty Program
– Management of marketing campaigns
– Customer complaints management
Industry: Textile and fashion industry for retail sale
Country: Medellin, Antioquia, Colombia
Web page: https://www.velez.com.co/
Company name: Ferreyros
Project name: SAP CRM implementation
Project dates: feb. 2012 – Feb. 2013
Project Scope:
– SAP CRM implementation for two group companies: Ferreyros and Orvisa
– Processes in scope:
- Marketing
- Commercial management
– Attention to Requests, Complaints and Claims.
Industry: Machinery manufacturing
Country: Lima Peru
Web page: https://www.ferreyros.com.pe/
Project name: SAP CRM implementation for real estate marketing and post-sales
Project dates: sea. 2012 – Jan. 2013
Project Scope:
- Marketing
- Commercial management
– Attention to Requests, Complaints and Claims
– Monitoring of the credit separation and approval process for mortgage management.
– Post-sales guarantee process
Industry: IT services and IT consulting
Country: Lima Peru
Company name: National Telecommunications Corporation of Ecuador
Project name: SAP CRM Implementation for Telecommunications
Project dates: feb. 2011 – June 2012
Project Scope:
– Scope of processes.
- Marketing
– B2B and B2C Commercial Management
– Registration of services and supply,
– Management of service orders for contract modifications
– Attention to Requests, Complaints.
Industry: Telecommunications
Country: Quito, Pichincha, Ecuador
Web page: https://www.cnt.com.ec/
Company name: National Federation of Cefeteros of Colombia
Project name: SAP CRM implementation for the sales force
Project dates: nov. 2011 – Apr. 2012
Project scope:
– Guarantee the design and adequate implementation of the SAP CRM solution in the Commercial Management process for the Green and Freeze Dried Coffee organizations with reach to the entire commercial force worldwide.
Industry: Agriculture
Country: Bogotá, Capital District, Colombia
Web page: https://federaciondecafeteros.org/
Company name: Bancolombia
Project name: SAP CRM Solution Architect
Project dates: feb. 2010 – Mar. 2012
Project scope:
– Support in review and recommendations to the BBP of the first phase of the CRM project for Bancolombia: Phase Scope; Customer linking and updating process on the SAP CRM platform.
– Functional Leader of the Design Phase for the implementation of the Opening processes of Passive Banking Products (Savings Account, Checking Account and CDTs) for the Bancolombia Miami, Cayman, Panana and Puerto Rico Agencies.
– Functional Leader for the Bancolombia Product Design phase for the implementation of the Openings (Account Origination) and News processes for the products:
– Debit and Credit Cards.
–Trade.
- Passives.
- Briefcase.
- Guarantee.
– The required business processes were supported in the following SAP CRM functionality:
-Master data:
-Organizational structure.
– Commercial Interlocutor.
– Products and Prices.
– Processes included in scope:
– Account Origination. CRm scenario for the Financial industry.
– Service Request.
– Case Management.
- Activities.
- Opportunities.
Industry: Banking
Country: Medellin, Antioquia, Colombia
Web page: https://www.bancolombia.com/
Company name: Family Group
Project name: Quality assurance in the technical upgrade of SAP CRM
Project dates: sept. 2011 – Jan. 2012
Project scope:
– Advise from a functional point of view on the upgrade process of the SAP CRM solution and monitor and control, PMO, the Basis technical activities of the project.
Industry: Manufacture
Country: Medellin, Antioquia, Colombia
Web page: https://www.grupofamilia.com/
Company name: Alicorp
Project name: Successful implementation of SAP CRM for Alicorp.
Project dates: aug. 2009 – Apr. 2010
Project scope:
Implementation of SAP CRM On Premise solution for the attention and monitoring of complaints and claims in the Call Center:
– Implementation of the client web interaction center for the Alicorp call center
– Integration of SAP CRM with ERP
– Management indicators, reports and analysis for the implemented processes
Industry: Food and beverage manufacturing
Country:
Web page: https://www.alicorp.com.pe/pe/es/
Company name: Rum Santa Teresa
Project name: Implementation of Marketing functionality in support of the Rum Club process.
Project dates: jan. 2009 – Nov. 2009
Project scope:
- Organizational structure
– Business Partners
– Campaign Planning
– Segmentation
– Campaign Management
– Lead Management
- Activities
– Account and Contact Management
– Workflow for sales process management
– Handling of complaints and claims
– Handling customer requests
– Post-Sales Process Support
Industry: Beverage manufacturing
Country: Caracas, Federal District, Venezuela
Web page: https://www.santateresarum.com/
Company name: Royal Holiday
Project name: Design of demand generation, membership sales and post-sales support processes
Project dates: jun. 2009 – July 2009
Project scope:
– Preparation and Monitoring of Project Progress.
– Understanding of requirements and solution design
– Quality assurance of implementation.
– The functionality implemented was:
– Campaign Planning.
– Campaign Management.
- Customer segmentation.
– Activity Management.
– Opportunity Management.
– Claims Management.
– Management of Client requests.
Industry: Travel organization
Country: Mexico
Web page: https://royal-holiday.com/en
Company name: Colsubsidy
Project name: Implementation of SAP CRM E-commerce for the pharmacies business unit.
Project dates: dec. 2008 – July 2009
Project scope:
Preparation and Monitoring of Project Progress.
– Understanding of requirements and solution design
– Quality assurance of implementation.
– The functional scope of the project was:
- Master data:
- Organizational structure.
– Commercial Interlocutor.
– Products and Prices.
– Middleware:
– Integration with ERP for configuration migration.
- Sales:
– Management of Sales Orders.
– Replication of Sales Orders to ERP.
– Continuity of the Delivery and payment process in ERP.
– B2B and B2C e-commerce for the sale of pharmacy products.
Industry: Non-profit organizations
Country: Colombia
Web page: https://www.drogueriascolsubsidio.com/
Company name: Gecolsa
Project name: SAP CRM implementation
Project dates: may. 2008 – Jan. 2009
Project scope:
– Implementation of claims management, customer service and management of service orders and satisfaction surveys.
– Preparation and Monitoring of Project Progress.
– Understanding of requirements and solution design
– Quality assurance of implementation.
- Master data:
– Activity Management.
– Management of Maintenance Orders
– Survey Management
Industry: Construction
Country: Colombia
Web page: https://gecolsa.com/
Company name: popular Bank
Project name: SAP CRM and Marketing Proof of Concept
Project dates: nov. 2005 – Mar. 2006
Project scope:
– Understanding of requirements, design and configuration of business scenarios specific to the Banking industry
– Functionality implemented at the demo level was:
- Master data:
– Marketing Campaign Planning.
– Management of marketing campaigns.
– Monitoring of Activities and Sales opportunities.
– Attention to customer complaints and requirements.
Industry: Banking
Country: Puerto Rico
Web page: https://www.popular.com/
Company name: cantv
Project name: SAP CRM implementation for Telco
Project dates: sea. 2003 – Mar. 2005
Project scope:
– Implementation of the mySAP CRM 4.0 solution for Cantv call centers with 240 agents supporting post-sales processes
Industry: Telecommunications
Country: Venezuela
Web page: https://www.cantv.com.ve/
Company name: EPA
Project name: SAP CRM implementation integrated with the Telephony platform (CTI)
Project dates: nov. 2002 – Mar. 2003
Project scope:
– Implementation of SAP CRM Service, Interaction Center and CTI integration
– Understanding of requirements
– Design of solution supported in SAP CRM
– Implementation of processes defined in scope.
– Implemented functionality:
- Organizational structure
– Commercial Interlocutor
– Management of Sales Activities
– Management of Claims and Customer Requests
Industry: Retail sale
Country: Venezuela
Web page: https://ve.epaenlinea.com/
Company name: ENELVEN
Project name: SAP IS-U Implementation
Project dates: may. 2002 – Feb. 2003
Project scope:
Understanding of requirements
– Implementation of processes defined in scope.
– Implemented Functionality:
– Customer Service Module:
– Front End Service for Offices and Call Centers.
– Management of Activities and Contacts.
Industry: Oil and gas
Country: Venezuela
Web page: http://www.corpoelec.gob.ve/
Company name: Caracas Electricity (EDC)
Project name: SAP IS-U Implementation
Project dates: may. 2001 – May 2002
Project scope:
– Understanding of requirements
– Design of solution supported in SAP CRM
– Implementation of processes defined in scope.
– Implemented Functionality:
– Customer Service Module:
– Front End Service for Offices and Call Centers.
– Management of Activities and Contacts.
Industry: Renewable energy semiconductor manufacturing
Country: Venezuela
Web page: http://www.corpoelec.gob.ve/
Company name: Plumrose
Project name: Implementation of the CIC of CRM On Premise for the call center.
Project dates: sea. 2001 – May 2001
Project scope:
– Understanding of requirements
– Design of solution supported in SAP CRM
– Implementation of processes defined in scope.
Industry: Manufacture
Country: Venezuela
Web page: https://www.plumrose.com/
Company name: Leti Group
Project name: Implementing CIC in R3
Project dates: jan. 2001 – Mar. 2001
Project scope:
– Configuration of 20 FOP in the CIC
– Configuration and documentation of front office processes in the R3 CIC
Industry: Manufacturing of pharmaceutical products
Country: Venezuela
Web page: https://grupoleti.com/
Company name: Teledata
Project name: Consultant member of the evaluation and operational diagnosis team of the Call Center Teledatos,
Project dates: oct. 1999 – Dec. 1999
Project scope:
Teledata Call Center operational diagnosis
Industry: Outsourcing and relocation advice
Country: Colombia
Web page: https://teleperformance.com/en-us/locations/colombia-site/colombia/
Company name: ETB – Bogotá Telecommunications Energy
Project name: WorFlows implementation
Project dates: jan. 1999 – May. 1999
Project scope:
WorFlows implementation
Industry: Telecommunications
Country: Colombia
Web page: https://etbdigital.com/
Company name: CAFAM
Project name: SAP ERP implementation at CAFAM.
Project dates: feb. 1998 – Nov. 1998
Project scope: SAP ERP implementation project
Developed and tested ABAP data migration programs and necessary interfaces for FI, HR and LO modules.
Industry: Services for the individual and family
Country: Colombia
Web page: https://www.cafam.com.co/