Gerenciall

Companies in Ecuador that want their sales and customer processes run properly, rather than just equipped with software, turn to Gerenciall. The firm says it began as a software, data and technology company and that it is the official Salesforce consulting partner for Ecuador. Its message is that a company's problem is seldom the customer relationship software it uses, but the way its commercial process is governed day to day.

Commercial governance before technology

The firm's first step is to look at how a sales operation is run, including its routines and its rhythm, before any money is spent on systems. Gerenciall describes this as the work of making sure processes are followed, information is complete, and the numbers can be trusted. Only once that is clear does it recommend a technology solution.

CRM and automation projects

Its implementation projects run with a fixed scope and clear rules, and the firm says it works across different platforms depending on the case. Salesforce is one of them, and the firm describes it as a cloud platform for sales, service, marketing, analytics and customer relationships. Automation covers the routine steps of a sales process so that staff spend their time on selling rather than on administration.

Business intelligence, reporting and KPI dashboards

Gerenciall builds management reporting and business intelligence services that give managers key indicators on a web interface, which they can view from a computer, a phone or a tablet. The firm says these reports are designed to save staff the time they would otherwise spend producing reports by hand. It also offers courses on analysis tools and on the technical topics that go with them.

Custom systems on rapid development platforms

For businesses that need something other than off-the-shelf software, Gerenciall builds custom systems. It works on FileMaker, which it describes as a database system that is simple to use and quick to develop with, and it says its systems can run on a PC, a Mac, the web, an iPad or an iPhone. The firm is also a partner for Scriptcase, a rapid application development tool for building web systems in PHP. It describes itself as the official Claris partner for Ecuador.

Document signing and ongoing support

The firm sets up electronic signatures through DocuSign, so that clients, suppliers and partners can sign forms, agreements and contracts from wherever they are. Its support work is described as continued governance and follow-up for sales processes after a project ends, together with limited, managed technical support for systems already in use.

Who the firm says it is for

Gerenciall says its work suits companies with active sales teams, managers who want visibility and control, and organisations that have bought a CRM without seeing clear results. It says it is not a fit for projects lacking an executive sponsor willing to back the change. The company works in Spanish, and its site lists a number of clients it has worked with.