Agent Management – Neta4SALE

The solution for managing sales campaigns for power and gas retail companies.

Neta4Sales is the solution designed to support Marketing and Sales teams in managing the full commercial negotiation process, from the first contact with the customer (prospect or existing) to contract signing or renewal.
The Desktop version enables planning, monitoring, and analysis of sales campaigns, offering advanced tools for Campaign Managers to track and optimize performance.
The Mobile version allows agencies to handle sales processes on the go: from data entry by the agent, through Back Office validation, to the automatic creation of the related CRM processes (e.g., switching, transfers, new contracts).
User-profile configurable, Neta4Sales ensures end-to-end coverage of the sales workflow, enabling operational efficiency, execution speed, and full traceability at every stage of the negotiation.

Why Choose Neta

High configurability

Customization of managed information, workflows, and permissions based on user roles (Campaign Manager, Back Office, agent).

A flexible hierarchical structure tailored to the needs of sales agencies

Intuitive creation of the internal organizational chart, with multi-level responsibility management.

CRM process automation

Completed commercial applications automatically trigger the corresponding processes within the NetaCRM solution, eliminating manual tasks and reducing errors.

Advanced monitoring and interactive dashboards

Real-time visual and analytical control over the status of applications and campaign effectiveness.

Multi-device accessibility

Usable from PC, smartphone, and tablet — ideal for field operators and distributed sales environments.

Comprehensive management of 'informational' and off-campaign applications

Supports the creation of applications not linked to active campaigns (e.g., subsidy requests), with similar workflows and full traceability.

Comprehensive management of the commercial campaign lifecycle

From initial setup to publication, through to assignment and tracking of cases, both on Desktop and Mobile.

Dual interface (Desktop + Mobile)

Desktop interface for Campaign Managers and back office; mobile interface for agents and agencies, with role- and hierarchy-specific functionalities.

Integrated and configurable workflow engine

Based on Workflow Foundation, it guides users through process execution by automating steps and validations

Bulk and detailed case management

It is possible to manage cases both individually and in bulk, supporting large-scale campaigns involving multiple parties and offers.

Native integration with Net@CRM, Billing, Credit, and Metering systems.

Validated cases automatically trigger processes in the CRM module or other Neta modules, including identity checks, credit status verification, and address accuracy validation.

Increased operational efficiency

Agents and operators work in a guided, fast, and unambiguous way, thanks to clear interfaces and digitized processes.

Reduction of errors and validation times​

The module automates formal checks (addresses, ABI/CAB codes, blacklists), reducing errors and delays during the verification phase.

Continuous visibility into campaign results

Managers and supervisors can monitor progress, performance, and critical issues through advanced dashboards and key performance indicators (KPI).

Seamless integration with CRM and billing systems

Each commercial case, once validated, automatically and traceably triggers the corresponding downstream processes.

Increased sales effectiveness

Agent support improves the quality of commercial proposals and their execution speed, increasing conversion rates.

Flexibility in managing different commercial models

Suitable for both targeted and open campaigns, as well as for traditional sales, cross/up selling and retention strategies.

On prem/Cloud & SaaS
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