Quick Scan
Success Story · RevOps

Less Paper, More Insight into Each Customer

Habicuidados used to provide support to seniors using paper-based processes and disparate tools. Today, it centralizes clients, the sales pipeline, and follow-ups on a single platform. The team relies on systems rather than memory.

Client: Habicuidados · Health and Home Care
Schedule a meeting View all cases

Sector

Health and Home Care

Project Focus

Data Centralization and Digitization

Active modules

CRM, automation, and sales follow-up

The starting point

A lot of work, little visibility

Habicuidados' operations relied on scattered tools and manual communication. Much of the day-to-day work was paper-based, which made it difficult to get a clear picture of the status of each client and each business opportunity.

What We've Built

An operations center

Manuel Fernandes, Habicuidados, on process digitization and data centralization

Migration, digitization, and automation

We implemented a sales and customer operations center: data migration, pipeline configuration, and follow-up automations. The team now has a unified view of each contact, and paper-based work is no longer the norm.

Digitization eliminated a significant portion of the manual work that had previously relied on paper records, with processes that the team found difficult to streamline.

“SmartLinks is a partner that understands us, stands by us, and is genuinely committed to understanding our business. We feel very confident.”
Manuel Fernandes · Habicuidados
What Has Changed

Structure where there used to be paper

  • Unified view of each contact and opportunity
  • Automated follow-up, without relying on memory
  • Elimination of much of the paperwork
  • A pipeline with visibility and predictability
  • More Structured Day-to-Day Management
  • A solid foundation for scaling without increasing resources
Next step

Does this describe your situation?

Every system starts with a diagnosis. In 30 minutes, we’ll identify where the bottleneck is in your company and what makes sense to build first.

Schedule a meeting SmartBOP Diagnosis

30 minutes · Free · For B2B companies only