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Turn your challenges into growth opportunities

In a constantly evolving business environment, companies face major challenges to remain competitive and customer-focused.

At Overto, nous comprenons ces enjeux et vous accompagnons pour les transformer en leviers de performance durable.

Turn your challenges into growth opportunities

In a constantly evolving business environment, companies face major challenges to remain competitive and customer-focused.

At Overto, nous comprenons ces enjeux et vous accompagnons pour les transformer en leviers de performance durable.

Your CRM challenges, our priority

At Overto, we start with your business priorities (lead generation, team alignment, customer retention, strategic steering) to design a CRM that supports your goals at every stage of the customer lifecycle.
Our role: to turn your CRM into a driver of operational and strategic performance.

360° Customer Insights

Access a consolidated view of every customer interaction.

Unify data across your channels to gain a clear, comprehensive view of the customer journey. This visibility enhances customer insight, improves personalization of commercial actions, and supports strategic decision-making based on customer lifetime value (CLTV).

Driving Qualified Leads

Accelerate acquisition with targeted, actionable data.

Continuously provide your sales teams with qualified leads, filtered by key business criteria (industry, region, company size). The goal: to focus your resources on high-value conversions.

Measuring Marketing ROI

Strengthen marketing accountability through reliable measurement.

Connect your marketing tools to your CRM to centralize campaign data. This enhances performance visibility, supports budget justification, and sharpens decision-making through consolidated KPIs.

Enhanced Data Profiling

Ensure data reliability for better-informed decisions.

Overto helps you cleanse and enrich your databases to increase the relevance of your sales and marketing actions. Reliable data powers your forecasts, segmentation, and reporting.

Sales Pipeline Oversight

Gain visibility into your pipeline and focus your efforts where they matter most.

With an effectively structured pipeline and the use of indicators like the Purchase Propensity Index (PPI), your teams can focus on the most promising opportunities, while your executive committee gains clear insights to steer business performance.

Building Customer Loyalty

Increase customer lifetime value and reduce churn.

Automate post-sale journeys, identify cross-sell opportunities, and retain your high-potential customers. We help you structure personalized, long-term profitable actions.

Ensuring Reliable Reporting

Provide your executive team with consolidated, real-time indicators.

By automating reporting, you accelerate decision-making and strengthen strategic management. Overto connects your data to generate clear and reliable dashboards.

Commissions Management

Simplify and strengthen the reliability of your variable compensation policy.

Automate commission calculations within your CRM to ensure transparency, speed, and alignment with your internal rules. Your teams stay motivated, and the risk of errors is reduced.

Compliant Quoting Processes

Ensure your quotes reflect your commercial strategy.

By embedding your commercial rules into the CRM, you align all sales stakeholders around a clear, controllable, and consistent policy. Quote generation becomes fast, reliable, and aligned with your strategic priorities.

Omnichannel Customer Support

Deliver a seamless experience across all touchpoints.

Centralize your support channels (email, WhatsApp, chat, etc.) to improve responsiveness and personalize the customer service experience. Your teams become more efficient, and your customers more satisfied.

Driving CRM User Adoption

Ensure high and lasting adoption rates.

Overto supports you in change management to ensure your sales teams fully adopt the CRM. Targeted training, post-deployment support, and alignment with field practices are all designed to drive optimal usage.

CRM Onboarding & Enablement

Strengthen proficiency with your tools to unlock maximum value.

Our hands-on training boosts productivity, reduces errors, and enhances collaboration. Your teams become autonomous and aligned with CRM objectives.

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