Data Management

Articles about CRM integration, governance and quality, LGPD, metrics, and architecture for personalization and operational efficiency in omnichannel.

How data management improves customer experience and increases conversions

Understand how data management improves customer experience, increases personalization, reduces errors, and supports decisions with metrics and technology.

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Integration with CRM: why invest in integrated platforms

Integration with CRM reduces rework, centralizes data, and improves omnichannel service. See advantages, selection criteria, and how to apply to the operation.

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Benefits management in companies: understand how it works and learn how to implement it

Understand what benefits management is, how to define the policy, communicate the team, and use tools to effectively control corporate benefits.

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InPaaS Workflows: real time SLAs control

Automate approvals and critical processes, with real-time auditing and control of SLAs via web and mobile.

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Electronic signature management: more agility and control when sending contracts

Speed up the sending and signing of contracts with electronic signature management in Plusoft Omni CRM. Design, send, and track everything in the sales force.

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Comunicação com o produtor rural: WhatsApp, bots e apps no agro

Estruture a comunicação com o produtor rural via WhatsApp, chatbots e apps. Veja casos de uso no agro para melhorar atendimento, fidelização e coleta de dados.

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Field sales force in agriculture: gains from a structured CRM for agronomists

See how a field sales force CRM improves data, orders, and visits in agriculture, increasing agronomist productivity and predictability on Plusoft.

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Hospital automation: when technology becomes a bottleneck in the patient's journey

Understand when hospital automation becomes a bottleneck and how to avoid data silos, dehumanization, and rework with interoperability and governance.

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Health plans for appointments and exams in the ANS sandbox: what is the “fourth way” and how to operate efficiently

Understand the ANS sandbox for consultation and exam plans (“fourth way”), coverage rules, challenges, and how CRM and omnichannel service increase efficiency.

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