B2B sales automation with business intelligence

Sbisales integrates demand forecasting, funnel management, and key account analysis for corporate teams in Argentina.

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Demand forecast +30%
Funnel conversion 22%
Active key accounts 47

Ready to transform your sales team?

Centralize data, anticipate demand, and accelerate every stage of the funnel with SBI.

No commitment. A specialist will guide you through a personalized session.

Frequently Asked Questions about Sbisales

What type of companies can use Sbisales?

Our platform is designed for medium to large B2B sales teams, especially those handling key accounts and complex sales cycles. Companies in the industrial, technology, and services sectors in Argentina are our main users.

How is demand forecasting integrated into the CRM?

Sbisales uses historical data from your pipeline, Argentine market seasonality, and machine learning models to generate weekly and monthly projections. You can adjust variables such as lead time or strategic account behavior directly from the business intelligence panel.

Do you offer support for data migration from another CRM?

Yes, our technical team assists in migrating contacts, accounts, opportunities, and activity history. The process includes a prior data audit and validation tests to ensure no critical information is lost during the transition.

Can the conversion funnel be customized?

Absolutely. You can define custom stages, assign scores to leads, and configure automations for each phase of the funnel. The platform allows you to visualize bottlenecks and adjust advancement criteria without needing to code.

What key account analysis metrics are available?

The business intelligence module includes indicators such as CLV, retention rate, purchase frequency, NPS by segment, and net margin per customer. You can segment by industry, account size, or region to prioritize the strategic accounts in your portfolio.

Do you require annual contracts or are there flexible plans?

We work with monthly and annual subscriptions, tailored to the size of your team and the features you need. There are no hidden costs or penalties for early cancellation. You can request a demo to evaluate the fit for your operation.

Legal Disclaimers

Terms and Conditions of Use

The following definitions and conditions govern the interpretation of the services provided by Sbisales. By accessing the platform, you accept these terms without reservation.

1. Definitions

  • Platform: SBI CRM system operated by Sbisales in Argentina.
  • User: Legal entity or individual authorized to access the software.
  • Key Account Data: Aggregated and anonymized information of strategic clients.
  • Demand Forecast: Statistical projection based on historical sales data.

2. Scope of Service

  • Sbisales provides B2B sales automation tools and business intelligence analysis.
  • Absolute accuracy of demand projections is not guaranteed; results depend on the quality of the data entered.
  • The software does not constitute financial or legal advice.

3. User Responsibilities

  • Maintain the confidentiality of their access credentials.
  • Not use the platform for illegal activities or those that violate Argentine legislation.
  • Verify the accuracy of the information loaded into the system.

4. Intellectual Property

  • All code, design, and content of the platform are the property of Sbisales.
  • The user does not acquire property rights over the generated reports.
  • Reverse engineering or unauthorized reproduction of the software is prohibited.

5. Limitation of Liability

  • Sbisales is not responsible for business decisions based solely on the platform's analyses.
  • Under no circumstances shall liability exceed the amount paid by the user in the last 12 months.
  • Indirect damages or loss of business opportunities are not covered.

6. Modifications and Validity

  • These terms may be updated without prior notice; the current version is published at terms.html.
  • Continued use of the platform implies acceptance of the modifications.
  • For inquiries, contact info@sbisales.com.

Last updated: March 2025. For more information, review our privacy policy.

Tangible value for your sales team

SBI features that transform data into decisions and accelerate the closing of strategic accounts.

01

Accurate demand forecasting

Reduce deviation in quarterly projections by combining historical CRM data with predictive models. Anticipate seasonal peaks and adjust inventory without surprises.

02

Optimized conversion funnel

Map each stage of the B2B cycle, assign scores to leads, and automate follow-ups. Identify bottlenecks that prolong closing and shorten sales cycles.

03

Key account segmentation

Cross-reference billing, purchase frequency, and support to prioritize strategic clients. Allocate sales resources where net margin and CLV are highest.

04

Real-time opportunity alerts

Receive notifications when a key account shows buying signals or churn risk. Act before the lead goes cold or the client evaluates the competition.

05

Automated executive reports

Generate conversion, retention, and profitability dashboards without manual intervention. Each manager receives their weekly report with the metrics that truly matter.

06

Integration with Argentine market data

Connect your CRM with local sources of inflation, exchange rates, and sector indices. Adjust forecasts and commercial terms to the country's real context.

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