Plan de Mejora para el Análisis de Datos del CRM Módulo Preventa a Través de un Cuadro de Mando para el Área de Automotores de Alkosto SA

Abstract

his document contains an improvement proposal for the automotive area at Alkosto S.A. An internal analysis of the area is presented that allows visualizing its current state as a starting point, where the relationship with customers is highlighted as a fundamental tool for the company. In this case, we work with motorcycles, a product that in most scenarios requires constant customer follow-up to be translated into a sale. Therefore, the company has a CRM that allows advisors to have constant contact with their clients, the information provided by the software is what gives a visual of the current status of clients, information that needs to be analyzed. For this reason, the improvement plan focuses on the proposal of a dashboard in Power Bi that provides an overview that allows adequate monitoring of personnel management and effective decision-making. Keywords: CRM, Power Bi, data visualization