CHC Energía – Sales Management is the corporate tool designed for CHC Energía's sales teams and partners. From your mobile device, manage the entire sales cycle efficiently, in an organized manner, and connected to the company's internal systems.
LEAD MANAGEMENT
Create, view, and update potential clients in seconds. Record all contact information, address, and CUPS code, and track the status of each lead throughout the sales cycle: Open, Contacted, Located, Lost, or Converted.
INVOICE COMPARISON
Upload your client's electricity or gas bill and instantly generate a savings comparison between their current rate and CHC Energía's offers. Visually and convincingly display the estimated annual savings directly during the sales visit.
CONTRACTING FROM THE APP
Complete the contracting process paperlessly and without travel. Digital signature included, with full traceability of the contract status.
SCHEDULE AND APPOINTMENTS
Schedule and view your sales appointments from the integrated calendar. Never miss a visit and plan your day clearly. KPIs AND TRACKING
View your performance metrics in real time: leads created, leads contacted, conversions, and sales. Managers and supervisors can also view the performance of their entire team and compare results over time.
ROLES AND PERMISSIONS
Adapted to the CHC Energía organizational structure: Branch Manager, Branch Manager, Sales Representative, Advanced Contributor, Standard Contributor, Basic Contributor, and SuperAdmin. Each profile only has access to the information relevant to their role.
SECURE ACCESS
Log in with corporate credentials (@chcenergia.es) and two-step verification using Microsoft Authenticator.
This application is for internal use only by authorized CHC Energía employees and collaborators. It is not available to the general public. Corporate credentials are required for access.