Pulso SANNA CRM is a comprehensive digital platform that transforms sales management and boosts sales team performance.
Developed on Firefly Digital's core technology, it allows advisors to efficiently manage their portfolio and prospects through a smart funnel that accompanies every stage of the sales process, from the first contact to the final conversion.
The application includes a real-time dashboard of indicators, which facilitates results monitoring and provides a complete view of individual and team performance. Through an intuitive sales calendar, users can schedule and manage their meetings, optimizing their time and ensuring timely attention to each client or patient.
The system includes an advisor ranking and scoring by activity, encouraging continuous improvement and motivating the sales team. It also offers an updated sales library with support materials, campaigns, and content ready to use on social media or in presentations, strengthening each advisor's communication and marketing efforts.
SANNA Asesores also integrates a digital marketing module with access to approved articles, publication management, and direct connection to the advisor's professional website, boosting their digital presence and lead generation.
The platform stands out for its security, scalability, and integration with other business systems, ensuring compliance with data protection regulations and offering a reliable and modern experience.
In short, SANNA Asesores not only optimizes prospect and client management but also strengthens internal communication, ongoing training, and strategic decision-making, driving the growth and competitiveness of the entire sales force.