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YT Grupo CRM Fuerza Salud by YT Grupo
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Internal tool of YT Grupo

CRM Fuerza Salud

CRM Fuerza Salud is the internal customer relationship management tool that YT Grupo (YATEL DATA S.A.C.) provides to the sales advisors of its Fuerza Salud line, who sell SANNA health insurance plans in Peru. It is not sold to the public and it is not used by customers: only authorized YT Grupo staff can sign in.

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What the app does

WhatsApp conversations

Advisors manage their WhatsApp conversations with prospective customers from a shared inbox, organized by sales stage.

Appointment agenda

They schedule calls, visits and payment follow-ups with each prospect and receive reminders on time.

Quotes

They prepare SANNA health insurance quotes for their prospects and share them through the conversation.

Google Calendar integration

Each advisor can optionally connect their Google account. When they do:

  • The app creates a secondary calendar named "Fuerza Salud" in the advisor's Google Calendar.
  • The appointments the advisor schedules in the CRM or in the Fuerza Salud sales funnel are added to that calendar: appointment type, date and time, the contact's name and mobile number, the note and the reminders.
  • The internal company events to which the advisor is invited or which apply to them (Despegue YT meetings, product trainings, workshops and welcome meetings) are also added to that calendar, with no customer data. The advisor can turn this off with the "Include company events" switch.
  • The app only accesses the "Fuerza Salud" calendar it created (Google permission calendar.app.created). It does not read or modify any of the advisor's other calendars or events.
  • Synchronization is one-way: from the CRM / funnel to Google Calendar. Nothing is imported from Google.
  • The advisor can disconnect Google Calendar at any time from the CRM, or revoke access at myaccount.google.com/permissions.

Details on how this data is handled are in our Privacy Policy.

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CRM Fuerza Salud is operated by YATEL DATA S.A.C. (trade name YT Grupo), RUC 20604613150, Av. José Gálvez Barrenechea Nro. 566 Int. 301, San Isidro, Lima, Peru. Read our Privacy Policy and Terms of Service. Contact: soporte@ytgrupo.pe.